It’s almost the end of 2019. Have you achieved your year-end goals? If not, don’t despair! You have plenty of time if you act now. Just follow my 3-step process. There are 46 weekdays left between now and December 31. Take away 10 days for holidays and vacation, and you have 36 days left. 36! […]
36 Days and Counting… Read More »
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
10 Questions Every Donor Should Ask Their Wealth Advisor Read More »
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
Ask One Question To Save Time, Save Money And Achieve Greater Impact Read More »
Get out of your own way and transform your giving. I recently learned from a client that the first thing she does each day is read a chapter from my award-winning book Confident Giving: Sage Advice for Funders and reflect upon how it relates to her work. She said, “It was helpful to get my mind
Free Download and New Book Coming February 2020 Read More »
Get excited and be prepared to launch your new initiative. After a long summer of late nights, fun in the sun and a relaxed schedule, families across the country are preparing for kids to get back to school. There’s a lot of build up to that first big day – planning for cooler weather, getting
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Do more than ready yourself for the unexpected. We have been told for most of our lives to prepare for the unexpected—save for a rainy day, have a Plan B and apply to some “safety schools” in case you don’t get accepted by your top-choice university. While being prepared for the unexpected is smart, it’s
How to Prepare for These 5 Grantmaking Challenges Read More »