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 »
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
How Generous are Your Consultants? Read More »
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
How To Choose The Right Philanthropic Advisor Read More »
As some of you may have noticed, I recently was inducted into the Million Dollar Consultant® Hall of Fame by my own mentor and advisor, Alan Weiss, Ph.D. This honor was especially gratifying – not because of the fanfare but because, just like most people, I like to know that the work I’ve put into
From Well Done to What’s Next Read More »
Producing the Confident Giving newsletter is one my favorite things to do – in no small part because of readers like you who open, peruse, consider, and sometimes comment and share your thoughts with me. Thank you! As a weekly publication, Confident Giving covers a lot of ground in a single year. In January it’s
Ten Ways Putnam Consulting Got It Right in 2016 Read More »
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
Don’t Believe the “Complexifiers” Read More »