consultant

5 Reasons Your Consultant Should NOT Write Your Strategic Plan

Every philanthropist needs a strategy. It’s a framework to guide decision making. It gives you clarity on what you want to accomplish with your charitable giving, and direction on how to best accomplish it. Unfortunately, too many strategies are never implemented because funders ask consultants to summarize plans into well-written, well-designed and lengthy documents. This …

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10 Questions Every Donor Should Ask Their Wealth Advisor

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 …

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Ask One Question To Save Time, Save Money And Achieve Greater Impact

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 …

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Demolish Philanthropic Bureaucracy For Good​

Beat it back — or stop it before it even starts! We often hear about streamlining philanthropy — mostly with regard to efforts at simplifying grant applications, approval processes and reporting requirements. Streamlining is great. But when it comes to philanthropic bureaucracy, sometimes what we really need is a bulldozer. Some bureaucratic processes are so …

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Ten Most Read Articles of 2018

Below are my 10 most read, shared, and commented upon articles from 2018 on Forbes.com and in my Confident Giving newsletter in 2018. Many of them were also re-posted in the newsletters and blogs of leading organizations in philanthropy, including Alliance Magazine, Giving Compass, Exponent Philanthropy, National Center for Family Philanthropy, PEAK Grantmaking and others. …

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