Working with consultants

How Generous are Your Consultants?

A philanthropy consultant should live and breathe the principles of giving back. Let’s make no mistake about it: philanthropy advisors and consultants are in business to make a living. They provide a service that delivers value to their clients in exchange for compensation. Good philanthropy consultants leave no doubt in the minds of their clients …

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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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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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Managing and Exceeding Community Expectations

Say you’re part of a new foundation, or one that is re-inventing itself, or even one that’s been around for a bit but has gotten a bit lethargic. You’re ready to step up, infuse energy into your work and rally community support. That’s fantastic! But you may also be somewhat fearful or hesitant. What if …

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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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A Culture of Disrespect in Philanthropy

There is a lot of talk in philanthropy about organizational culture in foundations. I don’t know about you, but I have noticed a culture of disrespect when it comes to the way foundations deal with grantees, consultant partners, and even themselves. Luckily – in my experience – this is the exception not the norm. Still, …

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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.