consultant

How To Choose The Right Philanthropic Advisor

There are many people in the world who offer advice and guidance to people with means, especially when it comes to how one can best make more money. A wide range of specialized experts and advisors will gladly share their insights to make your decision-making process easier. Business consultants may help you set up a …

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From Well Done to What’s Next

As some of you may have noticed, I recently was inducted into the Million Dollar Consultant® Hall of Fame by my own mentor and advisor, Alan Weiss, Ph.D. This honor was especially gratifying – not because of the fanfare but because, just like most people, I like to know that the work I’ve put into …

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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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Changing the Story of Summer

  This is a guest post by Michael Funk.  It was originally published on the csba blog, and is reposted here with his permission. Which sounds more appealing to you for a summer activity: sitting in a stuffy school classroom doing remedial work, or hopping on a bus with your friends to go chase minnows …

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What Respectful Philanthropy Looks Like

Last week, I wrote about the small – but troubling – culture of disrespect that I’ve observed bubbling up in the field of philanthropy. In that post, I shared examples of grantmakers who disrespected colleagues, grantees and partners by doing things like intentionally double-booking their calendars, purposefully making grant applications lengthy, or refusing to shoulder …

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The Art of Streamlining

Much has been written about efforts to “streamline” foundation application processes – reducing the number of hoops applicants must jump through, right-sizing applications to the grant amounts, and asking questions in such a way that the answers are truly useful for funder decision making. But extraordinary grantmakers move beyond streamlining applications and grant reports to …

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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.