consultant

Four Questions to Get Maximum Impact During This Crisis

You’re just the philanthropic leader we need. If you are like most funders or philanthropy-serving organizations, in the past two weeks you’ve done one of two things: You jumped into action, heroically extending or eliminating grant deadlines, providing additional funding without applications, eliminating funding restrictions, creating free webinars and live discussions, embracing new technology, and …

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4 Ways Fear Can Paralyze Philanthropy

Banish these common fears that undermine your impact As a warning mechanism, we’d all agree that fear can come in handy. But what happens when it becomes debilitating, or even delusional? Today, more than ever, philanthropists need to find ways to recognize the difference and effectively move forward. Philanthropy has enough challenges right now without …

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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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