Tag Archives: giving

Top Ten Articles of 2019

Demolish Philanthropic Bureaucracy For Good When it comes to philanthropic bureaucracy, sometimes what we really need is a bulldozer. Read More Your Strategic Plan is About to Fail Strategy most often fails in implementation. With all the effort that went into developing your new strategy and writing your strategic plan, the hardest part is making the darn thing work! Read More 10 Steps to Rapid Strategy Implementation Few philanthropists take the first step toward rapid strategy implementation, and most never cross the finish line. Are you one of them? Read More How To Prepare For These 5 Grantmaking Challenges As a philanthropist, your ultimate goal is to make the world a better place by putting ideas into action and creating … Continue reading Top Ten Articles of 2019

read more >

Are You More Than Just Money?

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 others. As a philanthropist, whether you earned the money, inherited the money, or you give other people’s money away as part of your job, you have access to wealth. But guess what? You have access to much more than just money. You have a staggering amount of assets you can deploy to help tackle whatever problem you are trying to solve. This includes: Your smarts … Continue reading Are You More Than Just Money?

read more >

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 or donor-advised fund. You want clarity on your philanthropic goals. You want to know if you’re having an impact. You need advice on how to involve your entire family in giving, while instilling a philanthropic legacy for generations to come. As a donor, your wealth advisor or family office is a potential resource for philanthropic advice. They already understand your financial goals and are helping … Continue reading 10 Questions Every Donor Should Ask Their Wealth Advisor

read more >

Free Download and New Book Coming February 2020

Get out of your own way and transform your giving. I recently learned from a client that the first thing she does each day is read a chapter from my award-winning book Confident Giving: Sage Advice for Funders and reflect upon how it relates to her work. She said, “It was helpful to get my mind oriented to where it ought to be. Less focused on tasks and more focused on, ‘Where are we going and how do we get there?’” As a writer and an advisor, I cannot begin to tell you how meaningful it is to hear this. To learn the advice I share in my newsletters and books helps philanthropists be more effective each day is powerful. I can help … Continue reading Free Download and New Book Coming February 2020

read more >

10 Steps to Rapid Strategy Implementation

Most funders fail at this. Are you one of them? About a year ago I decided to publish another book. I went so far as to write “publish book by year’s end” on a yellow post-it and stuck it next to my computer so that I’d see it every day. And then I let a bunch of other stuff get in the way. Client deadlines, speaking engagements, scheduling camp for my kids. I hadn’t made the book a priority, so nothing happened. A year later I changed. I made the book one of my top three priorities. Then I made a list of the most important things I needed to do to publish it. I blocked out time in my … Continue reading 10 Steps to Rapid Strategy Implementation

read more >

Your Strategic Plan is About to Fail

Strategy most often fails in implementation. With all the effort that went into developing your new strategy and writing your strategic plan, the hardest part is making the darn think work! Many donors, foundations and corporate giving programs create strategic plans to clarify their philanthropic goals and guide funding decisions. Too often, however, their new strategy doesn’t even get off the ground. Here are five reasons for this: 1. You are exhausted. If you are like most foundations and philanthropists, you have spent WAY too long developing your strategy. Endless meetings, environmental scans, self-assessments, board assessments, finding and engaging a small army of content experts, writing and re-writing the perfect strategic plan document (complete with beautiful graphics and theories of change). … Continue reading Your Strategic Plan is About to Fail

read more >

8 Mistakes To Avoid When Starting Out In Philanthropy

How new foundation trustees can have lasting and effective success. Whether you are launching a new foundation, refreshing your giving strategy, or are a new foundation board member, you want your philanthropy to change the world. Yet you feel unsure how to tackle complex social problems and wonder if you have what it takes to make a difference. It’s vital for new foundation leaders to determine your goals and implement your strategy without becoming mired in a culture that stifles effectiveness. To help educate and guide foundation boards toward early and lasting success, I have compiled a list of eight common mistakes foundation trustees often make — and how to avoid them. 1. They make the simple complex. Too often … Continue reading 8 Mistakes To Avoid When Starting Out In Philanthropy

read more >

Bringing The Joy Back To Your Philanthropy

Here are 5 steps you can take to rekindle your love of philanthropy. Renew the spark that set you on this path. When you first entered the world of philanthropy, did you begin each new day with a sense of excitement? Were you driven by all the possibilities to effect change that you saw on the horizon? When a new project crossed your desk, did the challenge fill you with joy? Fast-forward to now. Do you wake up excited for your day’s work — or unenthusiastic? Are you driven by possibility — or compelled by deadlines and tired bureaucracy? As challenges arise, do you still feel joy — or only dread? As philanthropists, nearly all of us have experienced the … Continue reading Bringing The Joy Back To Your Philanthropy

read more >

Spread The Spirit Of Meaningful Giving This Holiday Season

Talk about giving with your family to instill philanthropic traditions. The holidays tend to ignite the spirit of giving in all of us. As your family gathers to celebrate, the dining room table is a great place to start the discussion of philanthropy. As you give thanks, give back. As you fill your bellies, think about how you can fill the bellies of those in need. This time of year, especially, families come together and volunteer for worthy causes, give to their favorite charities and visit charitable organizations. The holiday season reminds us of the importance to “spread cheer” and do good in the world. As the end of the year approaches, this is a great time to assess your … Continue reading Spread The Spirit Of Meaningful Giving This Holiday Season

read more >

Are You Driving Your Staff (and Grantees) to Drink?

Get rid of vague terms and confusing philanthropy jargon forever. In my line of work, I pick up a lot of interesting stories from the front lines of the foundation world. Some are inspiring, some heart-wrenching, and others downright funny. This one made me want to both laugh and cry simultaneously. A foundation leader told me that he and his staff were fed up with the amount of philanthro-speak that appeared in foundation documents — especially in the foundation’s grant guidelines. Vague terms like “innovative,” “equity,” “empowerment,” “disruption,” “intersectionality,” “sustainability,” “collective impact,” “best practices,” and “systemic,” were rife within the guidelines document. Grantees, confounded by the language, attempted to make up for their lack of clarity by peppering those same … Continue reading Are You Driving Your Staff (and Grantees) to Drink?

read more >