Personalized Philanthropy
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Personalized Philanthropy
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Author : Steven Meyers
language : en
Publisher: Charitychannel LLC
Release Date : 2021-08-10
Personalized Philanthropy written by Steven Meyers and has been published by Charitychannel LLC this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-08-10 with categories.
Personalized philanthropy is a radical new approach to what we traditionally called planned giving. After decades of "it's all-about-our-organization fundraising," charities thought it wise to consider what donors might need from the gift transaction. For a long time, this meant little more than applying planned giving techniques, many of which provide payments or an income to the donor in exchange for giving up an asset. More recently, and a bit more expansively, the question has grown to include what donors need, not only from a financial perspective but from a mission perspective - the donor's mission, not just the charity's. But while that's the better idea, it's been pretty much only an idea until now. The words donor-focused philanthropy sound nice, but there hasn't been much to concretely define them or put them to some strategic use. Steven Meyers has finally broken through the linguistic and strategic logjam to make sense of connecting donors and charities in a way that changes the way money is raised. It's not just a new twist to take into account a roller-coaster economy, and it's not just a new gimmick to address what has come to be known as the great generational wealth transfer. Using a metaphor of an imprisoning Matrix-the typical development office with its goals and deadlines-Steve artfully and persuasively works through and explains three concepts: virtual endowments, philanthropic equity gifts, and step-up gifts. Each captures what's wrong with the current fundraising model and provides a basis for improving it. This is not to say that fundraisers today are doing a poor job. Quite the contrary: those who work at charities are doing yeoman's work to make their organizations better as they pursue their missions. But it is also true that development offices can be bureaucratic and, because of inherent limitations, much more could be done. In fact, as donor-focused philanthropy has been a personal cause of mine for many years, I have seen how many organizations limit their ability to raise funds simply because they are not fully engaged with the donor's needs or desires. But to be engaged, fundraisers need to ask a whole different set of questions. Steve guides us through those questions and helps us make meaning of the responses we are likely to get from donors. Doing that, of course, will enhance donors' appreciation for the work charities do and, yes, increase their support. Steve calls this personalized philanthropy. As he says, "I want to know why all philanthropy is not already personalized philanthropy." You should ask yourself this question as well. This second edition, like the first, is no ordinary book. It's not just that it, like the first edition, is a full-color edition, enabling us to showcase the illustrations created by the author himself. What makes it extraordinary is what it represents: a movement in the field of philanthropy. This second edition adds a dive into the career aspects of the enlightened generalist. He's just made a groundbreaking and influential book even better.
The Philanthropic Planning Companion
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Author : Brian M. Sagrestano
language : en
Publisher: John Wiley & Sons
Release Date : 2016-03-17
The Philanthropic Planning Companion written by Brian M. Sagrestano and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-17 with Business & Economics categories.
A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.
Modern American Philanthropy
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Author : John J. Schwartz
language : en
Publisher: John Wiley & Sons
Release Date : 1994
Modern American Philanthropy written by John J. Schwartz and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 1994 with Business & Economics categories.
The Time For Endowment Building Is Now
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Author : Deborah Kaplan Polivy
language : en
Publisher: Rowman & Littlefield
Release Date : 2020-11-23
The Time For Endowment Building Is Now written by Deborah Kaplan Polivy and has been published by Rowman & Littlefield this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-11-23 with Business & Economics categories.
The Time for Endowment Building is Now: Why and How to Secure Your Organization’s Future describes endowment contributions both through outright and deferred gift giving. It puts the concept of endowment development front and center and explains the steps and mindset that are necessary to create the capacity to build and increase the endowment of an organization. The role and responsibility of the executive and the board in encouraging endowment development are described, and a chapter is devoted to the identification of endowment prospects not through wealth analysis or “major gift giving” but by donative history. A highlight of the book is a case study of the Harold Grinspoon Foundation’s LIFE & LEGACY Program that provides training and mentoring as well as incentives to local community-based organizations to encourage the building of endowment funds. The book will be particularly appealing to boards and staff members of those not-for-profit organizations contemplating whether to launch an endowment program or are in the beginning stages of doing so. This book will be valuable to veterans in the field considering their policies in relation to the use of endowment contributions as well as the marketing of them to prospects and donors. It will also be of interest to those teaching fundraising courses in not-for-profit management programs.
A Passion For Giving
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Author : Peter Klein
language : en
Publisher: John Wiley & Sons
Release Date : 2012-01-11
A Passion For Giving written by Peter Klein and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-01-11 with Business & Economics categories.
Praise for A Passion for Giving "Klein and Berrie have produced a great book that manages to make complex issues simple. It blends with grace and craft the deep with the practical and the concrete with the philosophical. It is a precious tool for both the neophyte and the experienced philanthropist. It is both a useful manual and a profound exploration of the core values of giving. In a word, this book is a true gift." –Andres Spokoiny, President and CEO, Jewish Funders Network "Through the years, many people have asked us why we set up our family foundation and how we went about accomplishing this goal. The 'why' is easy to answer: we are fortunate enough to be able to give back and help others in need. The 'how' is perfectly explained in this compelling and very informative book by Peter Klein and Angelica Berrie." –Marilyn and Barry Rubenstein, The Marilyn and Barry Rubenstein Family Foundation "This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give back. The stories remind us that when philanthropy, an intensely personal journey, is coupled with deep learning, transformation occurs for both the recipient and the donor." –Debra Mesch, PhD, Professor and Director, Women's Philanthropy Institute, IUPUI "I wish I could have had this book to guide me and refer to as my wife, Andrea, and I launched our Harbor Glow Foundation a decade ago. We would have been much more efficient in the process and more focused in our direction from the get-go. Peter and Angelica capture the spirit and nitty-gritty of a family foundation." –Michael Leeds, Co-Chair, Harbor Glow Foundation
The Routledge Handbook Of Taxation And Philanthropy
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Author : Henry Peter
language : en
Publisher: Routledge
Release Date : 2021-12-24
The Routledge Handbook Of Taxation And Philanthropy written by Henry Peter and has been published by Routledge this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-12-24 with Business & Economics categories.
The Routledge Handbook of Taxation and Philanthropy ventures into a territory that is still widely unexplored. It contains 30 academic contributions that aim to provide a better understanding of whether, why, and how philanthropic initiatives, understood as voluntary contributions for the common good, can and should be fostered by states through tax incentives. The topic has been addressed from a multidisciplinary and multicultural perspective – covering neuroeconomics, sociology, political science, psychology, affective sciences, philosophy, behavioral economy, and law – because of its global and multifaceted nature. It also contains the OECD report on Taxation and Philanthropy released in November 2020, which was prepared in this context as a result of a collaboration with the Geneva Centre for Philanthropy of the University of Geneva. The book is divided into four sections, exploring, respectively, the justification of tax incentives for philanthropy, theoretical and empirical insights about taxes, efficiency and donor behavior in that context, and tax incentives for cross-border philanthropy and for hybrid entities and social entrepreneurship. It is believed that this volume will be a landmark yet only the beginning of a journey in which a lot remains to be studied, learned, and said.
Inspired Philanthropy
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Author : Tracy Gary
language : en
Publisher:
Release Date : 1998-09
Inspired Philanthropy written by Tracy Gary and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1998-09 with Social Science categories.
A workbook on creating a personal giving plan to match your values with your giving. If you have ever wondered whether you could be giving more thoughtfully or even how to think creatively about your giving, this book is for you. This book also makes a wonderful gift for anyone seeking to make a bigger impact with their contributions.Clear text and substantive exercises create a giving plan that will make your charitable giving -- large or small -- catalytic.
The Art Of Giving
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Author : Charles Bronfman
language : en
Publisher: John Wiley & Sons
Release Date : 2009-09-29
The Art Of Giving written by Charles Bronfman and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-09-29 with Business & Economics categories.
An honest assessment for how to determine your individual relationship with charitable giving in today's world From world-renowned philanthropists Charles Bronfman and Jeffrey Solomon of the Andrea and Charles Bronfman Philanthropies comes a comprehensive guide on how to be a canny, street-smart, effective philanthropist, regardless of your income level. It is also a perfect companion for nonprofit program and development executives who would like to introduce donors to their work and their organizations. Despite their critical importance to philanthropy, donors have few resources for solid information about making their gifts-deciding what type of gift to give, how to structure it, the tax implications, what level of follow-up and transparency they should ask for and expect, and countless other complexities. This book fills that vacuum and helps you gain a special understanding of philanthropy as a business undertaking as well as a deeply personal, reflective process. Drawing on decades of experience, the authors offer a fresh, enlivening approach to the nonprofit enterprise that, too often, is undervalued and thought of as the province of the burnt-out and the overwhelmed. Along with its many candid insights and memorable anecdotes, The Art of Giving also offers instruction on how to create a business plan for giving that works for you.
Women Philanthropy And Civil Society
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Author : Kathleen D. McCarthy
language : en
Publisher: Indiana University Press
Release Date : 2001-07-18
Women Philanthropy And Civil Society written by Kathleen D. McCarthy and has been published by Indiana University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-07-18 with Political Science categories.
"This volume, which grows out of a research project on women and philanthropy sponsored by the Center for the Study of Philanthropy at the City University of New York, expands our understanding of female beneficence in shaping diverse political cultures ... As in the United States, this activity often enabled women to create parallel power structures that resembled, but rarely replicated, the commercial and political arenas of men. From nuns who managed charitable and educational institutions to political activists demanding an end ot discriminatory practices against women and children, many of the women whose lives are documented in these pages claimed distinctive public roles through the nonprofit sphere. The authors are from Europe, the United States, Latin America, the Middle East, Egypt, India, and Asia. Their essays cover nations on every continent, representing a variety of political and religious systems ... The essays in this book illustrate the extent to which government, the market, and religion have shaped the role of female philanthropy and philanthropists in different national settings. By shifting the focus from organizations to donors and volunteers, they begin to assess the relative importance of each of these factors in creating opportunities for citizen participation, as well as the role of female philanthropy in opening a space for women in the public sphere"--From publisher's description.
Face Time Relationship Philanthropy
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Author : Robert Ian Peacock
language : en
Publisher: Civil Sector Press
Release Date : 2007
Face Time Relationship Philanthropy written by Robert Ian Peacock and has been published by Civil Sector Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Fund raising categories.
