communication

Myths vs. Facts: Consultant RFPs — Part 2

This is the second part of my two-part blog series on busting myths about Requests for Proposals (RFPs) for consultants and advisors. If you missed my first blog about this, you can read it here and catch up! Here’s a little background on why I wanted to write this:  I recently shared this on TikTok […]

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Who’s In The Room? Who Should Be?

Bringing people together is one of the key roles of philanthropy. Foundations are especially suited to convene those with similar interests and shared goals, as well as those with differing viewpoints who need to find common ground. And within foundations themselves – especially those with larger staffs – bringing diverse and inclusive teams together to

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This Year, Make a Point to Think About “The Others”

By all accounts, this year will be one of uncertainty the likes of which we’ve not seen in a while. Everyone is poised to see what a new presidency will bring. Our nation is on edge and some are even on high alert. If anything is certain, it is that change of some sort will

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Don’t Believe the “Complexifiers”

In my first attempt to hire my own financial advisor in my late 20s, I turned to Morgan Stanley in San Francisco. I interviewed two people.  One had a slide show presentation and overflowing binders of charts and graphs showing me how they informed his decisions, his track record, how this and that outperformed that

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Bureaucratic Time-Suckers in Philanthropy

As I’ve often said, there are some stories of waste and counterproductivity in the foundation world that I simply couldn’t make up if I tried. This is one of those stories. Read it and see how many incidents of pointless bureaucracy and time-sucking processes you can find, then see if my list (below) matches yours.

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