Month: October 2019

One Guaranteed Way to Scare Your Grantees!

Nothing creates heart pounding ghoulish fear in the minds of a grantee like hearing from their funder: “We’re about to start strategic planning.” A funder undergoing strategic planning can put the nail in the coffin for grantees…at least temporarily. Philanthropic strategy development seems to last forever. During this time, and often behind closed doors, the …

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10 Questions Every Donor Should Ask Their Wealth Advisor

How to get the most out of your philanthropy. If you are like many wealthy individuals and families, you look to your wealth advisor or family office for help with charitable giving. But you also seek advice and guidance beyond checkbook donations. You need help selecting the best giving vehicle, such as starting a foundation …

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Ask One Question To Save Time, Save Money And Achieve Greater Impact

Change the outcomes in your philanthropic journey. Learning isn’t hard to do, but it must be intentional and continuous. Whatever role you play in philanthropy—be it donor, foundation leader or trustee—in order to make a real impact, you have to ask the right questions. And there is one question that is guaranteed to save time …

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6 Mistakes Philanthropists Make During a Crisis (And What They Can Do Instead)

Don’t let delusional altruism hinder your impact! Learn valuable tips to improve your giving during tumultuous times.