The Hidden Crisis Lurking in Your Foundation Everyone’s talking about how funders need to adapt in these uncertain times. They’re reassessing strategy, shifting funding priorities, and navigating an increasingly volatile landscape. But what almost no one is talking about is what happens when a key leader—your Executive Director, board chair, or the family matriarch—suddenly steps […]
Why Foundation Succession Planning Is Critical Read More »
Philanthropy in the Age of Uncertainty The world is changing faster than ever. In an era of political turbulence, economic volatility, AI-driven disruption, and unprecedented scientific breakthroughs, philanthropy must evolve. For ultra-high-net-worth (UHNW) donors and foundation leaders, the old rules of philanthropy no longer apply. Uncertainty isn’t an excuse to retreat—it’s a call to adapt.
How to Build a Future-Proof Giving Strategy Read More »
Stop the Deer-in-Headlights Are you feeling paralyzed by uncertainty? It’s easy to get caught in a cycle of “wait and see.” But in philanthropy, inaction can be just as detrimental as a misstep. I’ve recently spoken with many foundation CEOs, board members, and philanthropists who are frozen, unable to move forward. They’re delaying critical decisions,
Don’t Let The Trump Administration Scare You Into Freezing Your Philanthropy in 2025 Read More »
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 »