I’ve talked about how RFPs are not an effective means to find philanthropy advisors, so how do you find the right one for your foundation? I recently wrote a two-part blog series about the fallacy of requests for proposals (RFPs) as an effective means to find philanthropy advisors and the myths and facts that […]
Hiring the Right Philanthropy Advisor Read More »
Spine-chilling fear can be invoked in the hearts and minds of grantees when they hear their funder say, “We need to start our strategic planning.” Strategy development is important. It helps philanthropists clarify what they want to accomplish and offers a roadmap. It should lead to change. And strategies themselves should change rapidly, as conditions
How to Really Frighten Your Grantees Read More »
Feeling uncomfortable? You’re not alone. We’re all being asked to stretch and grow these days as we navigate a new world. Along with COVID-19, we’re facing divisive political rhetoric, and the growing needs of a struggling civic society. Add to that the challenges of a recession and a deafening cry for action to condemn racism
Focus and Re-energize with Four Powerful Questions Read More »
Think about all the assets you can bring to the table to advance your cause. Then deploy them! If philanthropists have anything, they have money. In fact, they have so much money that after taking care of themselves, their family, and their businesses, they’ve determined they have plenty left over to give away to help
Are You More Than Just Money? Read More »
Nothing creates heart pounding ghoulish fear in the minds of a grantee like hearing from their funder: “We’re about to start strategic planning.” A funder undergoing strategic planning can put the nail in the coffin for grantees…at least temporarily. Philanthropic strategy development seems to last forever. During this time, and often behind closed doors, the
One Guaranteed Way to Scare Your Grantees! 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 »