Tomorrow is Election Day in the United States, a pivotal moment for our country and our democracy. Regardless of the outcome, whether – as I
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,
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.
How to Overcome the 15 Barriers to Effective Succession Planning Over my 25 years advising funders, I’ve seen how proactive succession planning for foundations
You understand the importance of strategic planning in philanthropy. However, the real challenge lies in the implementation of your strategy. Despite the significant effort invested
Inaction has a price. Hesitating to put a new strategic plan into motion can have significant hidden costs, impacting the the foundation’s effectiveness and its
As philanthropy leaders, we’re all familiar with the importance of regular strategic planning, financial planning, and investment planning. These practices are essential for ensuring the
Reflecting on a quarter-century of progress and impact This year marks my 25th anniversary in business, a milestone that has inspired me to reflect on
We are in the midst of the largest generational transfer of wealth in history, with $84 Trillion expected to transfer over the next several decades
In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it’s imperative. Ensuring that a foundation or
A key challenge in family philanthropy is engaging diverse family members in a meaningful and resonant way. Each individual brings their unique perspective, values, and
Philanthropy is as much about courage as it is about compassion. Many well-intentioned philanthropists and foundations are hampered not by a lack of resources but