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How To Create Your Philanthropic Mantra

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By | January 25th, 2021|Categories: Philanthropy|Tags: , , , , |0 Comments

New Year, New YOU!

It’s that time again. With each New Year come new resolutions. And in these unprecedented times of lockdowns and lay-offs we all are revisiting and revising our priorities. Here are a couple of techniques here to help you revitalize your priorities and values. Examine Your Priorities and Values As we look toward the dawning of a new year, now is the time to examine our priorities as well as our resources and get back in touch with the values that shape our thoughts and drive our decisions. This process is not linear but rather incremental. Bring clarity to the process in four stages: Stage one: Affirm and discover your core values. Stage two: Align your values with the people and [...]

By | December 29th, 2020|Categories: Philanthropy|Tags: , , , |0 Comments

How to Start a Philanthropic Conversation

Unless you are in the nonprofit profession, starting a philanthropic conversation is tough. Most people seldom bring up the topic of philanthropy in private or public discourse. One could surmise that it is either taboo or just awkward to know how to start a dialogue about giving. No matter what you call it, charity, giving, or philanthropy, the topic certainly is not in the mainstream of most discussions among friends or family members. Changing the Course of the Dialogue Perhaps many consider talking about issues and causes that pain the heart and prod open the checkbook as boasting, prying, or self-interest? And if so, how can we change the course of conversation to include meaningful discussions about charity, giving and [...]

By | December 14th, 2020|Categories: Philanthropy|Tags: , |0 Comments

“Cart Before the Horse” Philanthropy

From talking with professional tax and legal advisors, there seems to be a plethora of well- informed and knowledgeable advisors who advocate “cart before the horse” philanthropy to their clients. Such philanthropic advice comes in several varieties, and most often begins with “How.” Perhaps the advisor asks, “How much do you want to save in taxes?” or “How would you like to avoid capital gains on your sale of appreciated securities?” or “How much do you want to leave to your favorite charity?” Yes, in the right context, these questions are certainly valid, but when asked in regard to philanthropic matters, they tend to place the “cart before the horse.” For an advisor to engage a client in meaningful dialogue [...]

Take time to think and reflect

Perhaps the time has come to re-examine our thinking about values and valuables. Is our country’s moral compass still pointing true north? Can conspicuous compassion temper conspicuous consumption? Does de Tocqueville’s doctrine of “self-interest rightly understood” have a place in our high-tech interdependent world economy? History gives us many places and people where one can look for some both thought provoking commentary and down to earth common sense. Author Mark Twain for sure; possibly the infamous New York Yankee manager, Yogi Berra for some; the ancient Greek philosophers for solace. Recently I was handed a list of “The Ten Cannots,” attributed to the 20th century religions leader, William J. H. Boetcker. They struck a chord with me, and so I [...]