Hubris or Humility: Four Laws of Philanthropy

For: donors, grantmaking foundations

Philanthropy provides a great opportunity: to give wisely in ways that make a difference. What should the attitude of the giver be? What are the greatest challenges, stumbling blocks, and pitfalls for the donor? What are ways in which the experience of giving can achieve the greatest benefit - and the best emotional rewards for both giver and grantee?

The New Vision of Philanthropy

For: general audiences, fundraising organizations

In the past, our most generous and affluent leaders viewed themselves as pillars of the "establishment". A growing number of important and visible philanthropists now view themselves as change agents. They are leading the way in efforts to build a stronger and better community. This presentation examines their motives and approaches, and the implications for the future.

Foundations, Philanthropists and Funders - An introduction

For: fundraisers, grantmakers, and not-for-profit organizations

The emergence of private and family foundations, donor advised funds, and highly involved philanthropists has created both challenges and opportunities for the not-for-profit sector. This seminar, by someone who has worked on both sides of the table, will interpret and demystify this growing cohort. It examines how decisions are made, how to [and how not to] approach funders, and explores the benefits and disadvantages of foundation grants.

How to be a philanthropist on $5 a week

For: general audiences

Whether you give $5 or $5million, you can, and should, think like a philanthropist. Learn how your charitable giving can make a difference, reflect your values, and affirm your priorities. This seminar teaches techniques and approaches which will make you a wiser and more strategic donor whatever your age or income level.

Strategic Philanthropy - Demystified

For: philanthropists, grantmaking organizations

Strategic planning, strategic marketing, strategic philanthropy - all reflect the need for organizations to be more focused, directed, and systematic in how they go about their business. All too often, strategic planning is presented as a series of formulas and exercises. This seminar posits that strategy reflects a way of thinking and demonstrates how different approaches can lead to new and alternative ways of doing business. It can help clarify what is your true core mission, how to determine effective ways of implementing that mission, and more effective ways of responding to and serving your various constituencies.

Maximizing Philanthropic Values - how to bring added value to your clients

For: asset managers, trust and estate professionals

You maximize value to your clients; as a philanthropic advisor, I maximize values. This seminar presentation examines how the strategy of philanthropic planning builds on the legal and financial planning you provide. It explores common pitfalls which may not emerge through the typical planning process and demonstrates how an awareness of a philanthropic strategic planning approach and family culture may help bring long term satisfaction and fulfillment of a client's aspirations.

Strategic Philanthropy - how to make giving satisfying for you and make a difference to the grantee

For: philanthropists, foundation staff

This interactive workshop provides an introduction to the grantmaking process - focusing on the needs of the donor and the decision making process. It will help you clarify your grantmaking style, set priorities for your giving, clarify your philanthropic mission, and create guidelines so that both the grantmaker and the grantee find it a gratifying experience.