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Hiring the Right Philanthropy Advisor

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
Steering Committee National Network Of Consultants To Grantmakers Inclusion Toolkit Disability Inclusion Steering Committee Chair Exponent Philanthropy

Sharing Some Good News!

Many silver linings amidst a challenging year!2022 was quite a year for us all. For me personally, it was filled with deep challenges but also tremendous achievements and success.In the first four months of last year, both my mom and stepmom died unexpectedly, a family home was destroyed by water
United States Lawyer International Philanthropy Advisor Advice Award Annual Family Wealth Report Awards Influential Philanthropy Advisor

Myths vs. Facts: Consultant RFPs — Part 2

This is the second part of my two-part blog series on busting myths about Requests for Proposals (RFPs) for consultants and advisors. If you missed my first blog about this, you can read it here and catch up!Here’s a little background on why I wanted to write this:  I recently
Philanthropy Consultants Network National Network Of Consultants To Grantmakers National Network Aerodynamic Giving Charitable Giving Non Profit

Myths vs. Facts: Consultant RFPs — Part 1

Imagine this: You want to accomplish something big with your philanthropy, but you need help to achieve it. You decide to retain an expert philanthropy advisor or consultant. Naturally, you assume the first step is to develop a Request for Proposals (RFP) so you can find the most qualified and
Philanthropy Consultants Network National Network Of Consultants To Grantmakers National Network Charitable Giving Non Profit Non Profit Consulting

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How To Determine Your Philanthropic Priorities

Congratulations, you’ve created your strategic plan. Now it’s time to implement it! Don’t worry, you got this. Your first implementation step is to determine your top philanthropic priorities. These are the most important things you should focus on next to implement your strategy. I’m talking about the top priorities for your entire
Aerodynamic Giving Charitable Giving Non Profit Non Profit Consulting Non Profit Agencies Orgs Not For Profit

3 Ways to Prepare for an Unpredictable 2023

 How to navigate change with confidence to shockproof your philanthropy. We’ve all entered a new landscape for philanthropy, one where volatility and disruption are the status quo.Many philanthropies have done exceptionally well navigating these changes. They responded to COVID and other recent crises with speed and generosity. They collaborated with new
North Star Charitable Giving Non Profit Non Profit Consulting Non Profit Agencies Orgs Not For Profit

Is Your Strategy Moving in Slow Motion?

Is Your Strategy Moving in Slow Motion? To increase your strategic momentum, you must eliminate any strategic friction slowing you down – here are 7 barriers to consider removing.There’s nothing like a global catastrophe to jolt your philanthropy into taking bolder steps toward change. Donors, foundations, and purpose-driven corporations quickly responded to
Charitable Giving Non Profit Non Profit Consulting Non Profit Agencies Orgs Not For Profit Not For Profit Organization

Saved by the Bell! 6 Back to School Tips for Philanthropists

Get excited and be ready for your next big initiative.After a long summer of trips to the lake, relaxing at the pool, and visiting amusement parks, the days are getting shorter and you’re noticing pumpkin-spice-flavored everything in the stores. The time spent at the beach house seems like a distant
Trapper Keeper Charitable Giving Non Profit Non Profit Consulting Non Profit Agencies Orgs Not For Profit

Too Many Steps From Kris Putnam-Walkerly -- Global Philanthropy Expert

These steps slow you down, reduce your impact, and make you cranky!Guess what? In philanthropy, it turns out we are the bottleneck. We clog our systems. We prevent funding from flowing to those who need it most.Why does this happen? We have too many steps.Yes, we—including you. You who proclaim
United States King Charles Council On Foundations Vadon Foundation In Seattle Melinda Gates Foundation Headwaters Foundation

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