Five Potential Pitfalls for Next-Gen Philanthropists Some of the most common traps advisors can help younger clients avoid. No doubt as a wealth advisor, you know that over the next 25 years, nearly 45 million U.S. households will transfer over $68 trillion in assets to heirs and charity. And you realize that this wealth […]
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Four Almost-Free Things You Can Do To Help Nonprofits After You’ve Spent Your Grant Budget If you are like most of my philanthropic clients, when COVID-19 hit, you jumped into action. You heroically provided additional funding to grantees, created or joined local crisis response funds to coordinate resources, extended grant deadlines, eliminated funding restrictions, and
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5 Ways to Re-Charge Your Giving With the pandemic dragging on longer than we anticipated and crises that keep on coming, have you thought about putting your philanthropy on hold till next year while you and your team regroup? You may be reeling from the negative financial impact on your giving or your family. Not
In Times of Crisis, We Need Strong Philanthropic Leadership 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 »
On July 28, MacKenzie Scott surprised the world by announcing she had made $1.7 billion in donations to 116 nonprofit organizations. They were selected for the transformative work they were doing and to support leaders driving change in a variety of issues. Scott is the richest woman in America, with a net worth of about $62 billion. Her
7 Lessons Donors Can Learn From MacKenzie Scott’s Surprise $1.7 Billion Gift Read More »
Some are more effective than others. When the unexpected happens, we all wish we had the presence of mind of a first responder. But first responders aren’t born knowing what to do in an emergency. They train until the most effective responses become automatic. Part of their training also involves recognizing and overcoming weaknesses,
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