Warehouses of Wealth – Part 2

A donor advised fund (DAF) holds the DONORS’ money as he name implies. DONORS can do with it when they choose. If we are lucky enough to have donors who have set up DAFs, it is up to us to take them on a donor journey that opens their minds, their hearts and their giving. The DAF is merely a vehicle through which they can make a difference.

Continue Reading October 17, 2018 at 10:46 am Leave a comment

Philanthropic Fracking – Part 1

We can blame the 1991 IRS (and George HW Bush) ruling for allowing Fidelity to open this door and create this monster pile of money. A conflict of interest started immediately – Fidelity and their clan of investment houses earn money on all the money in those DAFs. Remember “too big to fail” – this is the philanthropic version.

Continue Reading October 7, 2018 at 11:30 am 1 comment

Philanthropic Intention

Fundraisers have a lot of tools – real and subjective – that allow us to measure a donor’s ability to make a significant gift to a nonprofit organization.

Continue Reading October 2, 2018 at 10:05 am Leave a comment

Essentials, Nonessentials, and Junk | The Minimalists

I think we go through stages as we travel through life. My current stage is purge…..I want to lighten up, clear out and live with less stuff, junk, whatever you want to call it. I do this every couple of years and my closet every six months.

Thanks to friends for suggesting The Minimalists among others. Everyone needs to find their own path, feel free to share yours. The source for this post is The Minimalists latest post Essentials, Nonessentials, and Junk | The Minimalists

Continue Reading June 13, 2018 at 4:06 am 1 comment

What does hockey have to do with Fundraising? | Annual Fund Lab

Thanks Clay Buck for the post and allowing me to share it.
The Las Vegas Golden Knights have just lost the Stanley Cup to the Washington Capitals. To say this was an incredible, community-changing season is an understatement. To say that the Las Vegas community is different today than it was a week, a month, a year ago doesn’t even begin to describe the feeling most of us have.

Why, though? And what does a winning season of hockey – played in the desert where it hit 104 degrees today, mind you – have to do with Fundraising?

Continue Reading June 11, 2018 at 10:11 am Leave a comment

Secret Lives of Leaders by Kishshana

Kishshana Palmer is a breath of fresh air in the midst of what has been done for a long time. She is creating and leading conversations we need to have as people and professionals. This post spoke to me and I asked if I could share it. Of course Kishshana said yes because besides this blog post, she usually, mostly comes from a place of YES! 

Continue Reading June 7, 2018 at 7:16 am Leave a comment

Philanthropic Concierge

Have you had the opportunity to stay at an amazing resort? Perhaps a five star hotel? Traveled first class on a long haul flight? Took a cruise for more than 30 days in the best suite on board?

If you haven’t, most of our best donors have. 

Continue Reading June 4, 2018 at 8:48 pm Leave a comment

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