Tomorrow is Election Day in the United States, a pivotal moment for our country and our democracy. Regardless of the outcome, whether – as I personally hope – Kamala Harris and Democrats win by a landslide up and down the ballot, one thing is clear: our work to protect and strengthen democracy does not end […]
Beyond the Ballot: How Philanthropy Can Safeguard Democracy After Election Day Read More »
We’ve all seen philanthropy at its best—lifting up organizations and empowering them to make a difference. But let’s be honest. Sometimes, despite the best intentions, funders unintentionally create more fear than support. After 25 years of advising ultra-high-net-worth donors and foundations, I’ve seen it all. The good news? These mistakes can be avoided! In
25 Spooky Ways Funders Scare Nonprofits Read More »
Many philanthropists believe that saving money in their charitable efforts reflects good stewardship. However, cutting costs in the wrong areas can significantly diminish your impact. In this post, we’ll explore five common ways that frugality in philanthropy does more harm than good, and why strategic investment is essential for achieving lasting change. 1. Not Investing
5 Ways Frugality is Hurting Your Philanthropy Read More »
How to Overcome the 15 Barriers to Effective Succession Planning Over my 25 years advising funders, I’ve seen how proactive succession planning for foundations can transform their ability to navigate leadership changes smoothly and sustain their mission. Today, I’m excited to lead my 8th workshop titled “The Simplified Succession Plan: Your Foundation’s Untapped Superpower.”
Unlock Your Foundation’s Future Read More »
You understand the importance of strategic planning in philanthropy. However, the real challenge lies in the implementation of your strategy. Despite the significant effort invested in developing a strategic plan, many organizations struggle to bring their strategies to life. Here are five common reasons why strategic plans often fail and what you can do to
Why Strategic Plans Fail and How to Ensure Successful Implementation Read More »
Inaction has a price. Hesitating to put a new strategic plan into motion can have significant hidden costs, impacting the the foundation’s effectiveness and its ability to make timely and meaningful contributions. Despite the best intentions, many funders fall into the trap of believing that strategic plans need a lengthy incubation period before they can
The Hidden Costs of Delaying Strategy Implementation in Philanthropy Read More »