Inspired Philanthropy E-Book

Tracy Gary

• Herausgeber: John Wiley & Sons
• Kategorie: Fachliteratur
• Sprache: Englisch

Veröffentlichungsjahr: 2008

Beschreibung

This newest edition of the classic book shows how anyone can align and integrate values, passions, and dreams for their communities and families into their plans. Inspired Philanthropy explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help partner with advisors and nonprofit leaders for inspired outcomes. In addition to overall updates to statistics, the new edition includes a discussion of the implications of the Buffett gift to the Gates Foundation; new legacy planning tools; expanded resources on youth, giving circles, and communities of color; key questions for advisors and donors; and worksheets and resources available on the enclosed CD.

Leseprobe

Table of Contents

Praise

Title Page

Copyright Page

Dedication

Foreword

PREFACE

Acknowledgements

THE AUTHORS

Introduction

HOW TO USE THIS BOOK

PHILANTHROPY—FROM TRADITIONAL TO TRANSFORMATIVE

THE COURSE OF AMERICAN GIVING

BECOMING AN INSPIRED PHILANTHROPIST

QUICKSTART GUIDE : TEN STEPS TO MORE INSPIRED PHILANTHROPY

PART ONE - Creating Your Giving Plan

chapter ONE - Giving and the Nonprofit World

NONPROFITS ARE AN ESSENTIAL LINK

THAT’S A LOT OF MONEY

THE ROLE OF PRIVATE PHILANTHROPY

THE POWER OF PHILANTHROPY

SOME GIVERS’ STORIES

chapter TWO - You, the Philanthropist

GRATITUDE

WHAT DO YOU CARE ABOUT?

VALUES DRIVE DECISIONS

MAKING CHOICES

WHAT DO YOU BRING WITH YOU?

chapter THREE - Developing Your System of Giving

IMAGINING A BETTER WORLD

CREATING YOUR VISION AND A THEORY OF CHANGE

THE WHEEL OF INTEGRATED CHANGE MAKING

BUILDING A COMPREHENSIVE GIVING STRATEGY

EVALUATING YOUR IMPACT

LEARNING MORE ABOUT SOCIAL CHANGE

YOUR GIVING PORTFOLIO

chapter FOUR - Creating a Mission Statement

WRITING YOUR MISSION STATEMENT

INSPIRED MISSION STATEMENTS FROM INDIVIDUALS AND FAMILY FOUNDATIONS

MISSION MATCHING

HOW TO FIND POSSIBLE MISSION MATCHES

chapter FIVE - Deciding How Much to Give

HOW MUCH MONEY DO YOU THINK YOU HAVE?

MAJOR GIVING PRACTICES

HOW MUCH SHOULD YOU GIVE?

GIVING PRINCIPAL

THINKING A LITTLE BIGGER

chapter SIX - Where to Give

CHOOSING WHERE TO GIVE

SOURCES OF INFORMATION

GATHERING INFORMATION

LEVELS OF PHILANTHROPIC INTERVENTION

PHILANTHROPIC INVESTING

GIVING INTERNATIONALLY

ALTERNATIVE HOLIDAY GIVING

MAKING DECISIONS

chapter SEVEN - Creating a Personal Giving Plan

GETTING ORGANIZED

SAMPLE GIVING PLANS

CLARIFYING YOUR INTENTION

REVIEWING YOUR GIFTMAKING FOR YEARLY RESULTS AND IMPACT

EXPANDING YOUR GIVING HORIZON

THE PHILANTHROPIC LEARNING CURVE

chapter EIGHT - The Many Ways to Give

DEFINITIONS OF COMMON VEHICLES FOR GIVING

CONSIDERING HOW TO GIVE

FREQUENTLY USED WAYS TO GIVE

COMMUNITY-BASED PHILANTHROPY

chapter NINE - Organizational Giving: Family Foundations and Corporate Giving

SHARING VALUES AND GOALS

SHARING DECISION MAKING

OTHER CONSIDERATIONS

DEVELOPING A “STATEMENT OF DONOR LEGACY”

CORPORATE GIVING AND CORPORATE FOUNDATIONS

PART TWO - Strategic and Creative Ways to Leverage Your Giving

chapter TEN - Engagement with Groups You Support

EFFECTIVE DONOR COMMUNICATION

COMMUNICATING YOUR SUPPORT FOR AN ORGANIZATION

COMMUNICATING DONOR INTENT

DONOR ENGAGEMENT

WORKING CLOSELY WITH ORGANIZATIONS

SETTING YOUR GIVING BOUNDARIES

chapter ELEVEN - Creating Greater Plans for Your Family, Heirs, and Humanity

BEGIN WITH THE END IN SIGHT

PRUDENT PLANNING

SHAPING AN INSPIRED LEGACY PLAN

CHARITABLE ESTATE PLANNING

WORKING WITH ADVISORS FOR INSPIRED OUTCOMES

BECOMING A LEGACY MENTOR

PLANNING FOR YOUR HEIRS

REVIEW

LEAVING BEQUESTS OR TRUSTS TO THE NEXT GENERATION

NEXT STEPS

chapter TWELVE - Growing and Partnering with the Next Generation of Givers

LEARNING EARLY ABOUT GIVING

TEENAGERS AND GIVING

YOUTH AS GRANTMAKERS

YOUNG INHERITORS GIVING AND LIVING

chapter THIRTEEN - For Donors Who Have Much More to Give

FACING AND SHARING OUR GOOD FORTUNE

GIVING FROM NET WORTH

EXPERIMENTS IN GIVING

NETWORKING WITH OTHER MAJOR DONORS

KEEPING TRACK AND BEING RESPONSIVE

chapter FOURTEEN - The Power of Partnership: Transformative Philanthropy

MOVING FROM CHARITY TO CHANGE

NEW FORMS OF COLLABORATION

PROPERTIES OF TRANSFORMATIONAL PHILANTHROPY

MOVING GIVING AND LEADERSHIP TO THE NEXT GENERATION

REASONS FOR HOPE

A MODEL OF TRANSFORMATIVE COLLABORATION

NOTES

INDEX

HOW TO USE THE CD-ROM

Praise forInspired Philanthropy, Third Edition

“Gary offers extensive strategies, tools, and wisdom in an easy-to-read format so that funders with all levels of experience will be prepared to take action.”

—Alison Goldberg, author, Creating Change Through Family Philanthropy

“Inspired Philanthropy is a comprehensive and valuable resource that helps individuals and families give away money in effective ways.”

—Charles W. Collier, senior philanthropic advisor, Harvard University, and author, Wealth in Families

“I enthusiastically encourage all generations to read Inspired Philanthropy and discover ways to transform your giving and legacy planning.”

—Taij Kumarie Moteelall, executive director, Resource Generation

“From basic giving plans to transformative philanthropy, the new version of Inspired Philanthropy gives solid tools to donors and community leaders.”

—Paul Shoemaker, executive director, Social Venture Partners

“This book helps donors realize they can give more than they ever thought possible, and that strategic planned giving is the best way to improve our world.”

—Kim Klein, author, Fundraising for Social Change, Fifth Edition

Praise forInspired Philanthropy, Second Edition

“Inspired Philanthropy is a good book—don’t miss it. It is a most ingenious mixture of philanthropic philosophy, personal accounts of how some individuals have handled their giving and, most interesting, a rich section of exercises that leads you through the gift-making process. This book makes you want to do philanthropy the way it should be done. It is suitable for all people touched by philanthropy—givers and takers, big and little. The field will owe these authors.”

—David R. Hunter, philanthropic advisor

To help you develop and update your charitable or legacy giving plan, all worksheets and exercises in this book are available free online. To download electronic versions of the worksheets and exercises, go to www.inspiredlegacies.org

Copyright © 2008 by Tracy Gary. All rights reserved.

Published by Jossey-Bass A Wiley Imprint 989 Market Street, San Francisco, CA 94103-1741—www.josseybass.com

Wiley Bicentennial logo: Richard J. Pacifico

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Certain pages from this book and the materials on the accompanying CD-ROM may be customized and reproduced. The reproducible pages are designated by the appearance of the following copyright notice at the foot of each page:

Copyright © 2008 by Tracy Gary. All rights reserved.

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Cataloging-in-Publication data on file with the Library of Congress.

eISBN : 978-0-470-44736-9

To donors and people worldwide eager to make a world that works and survives for everyone. May the extraordinary inspiration of Rita Thapa and the transformative community of the women, men, and children of TEWA, Nepal, give peace and hope to the survivors of New Orleans, the Gulf Coast, and all displaced people who have lost their familiar community. May giving and love and others’ generosity of spirit support you to find your way again.

FOREWORD TO THE SECOND EDITION

The Power of Doing Good: Giving to a Worthy Cause Is Worth More Than You Know

When charitable requests come in the mail, making a pitch for your support to stop global warming, prevent cancer, fund a local food bank, or protect a nature preserve, do you read the letters? Do you throw them away with the supermarket circulars? Or do you give as much as you can?

There are scores of good causes, and many of us feel we can’t afford to give to all—or to any. The larger view suggests that we can’t afford not to give to some causes. There’s a moral component to the issue, of course, and everyone has to decide privately how much he or she owes the world. But there’s another factor to consider, one that’s not often mentioned. When you donate money to a cause you believe in, you’re giving yourself the gift of power.

Here is a familiar scene: you’re sitting in front of a stack of monthly bills, writing checks and watching your balance shrink. You come upon an envelope from an organization that supports a charity you care about, or maybe a cause you’ve given to before, when you felt flusher, or a group whose work you’ve always admired. Hard-pressed this month, you toss the envelope away, gather up your paid bills, head for the mailbox, and set out to run some errands. You feel depleted.

Let’s play it another way. While writing checks, you discover an envelope you know contains a worthy plea and, instead of throwing it away, you open it, read the letter, and write another check—for $25 or $100; the amount doesn’t matter as long as it won’t break the bank. As soon as you’ve signed your name, the light dawns: hey, come to think of it, you can spare a little money this month. Later, when you head out to pick up the kids from their soccer game, you’re lighter on your feet—having discovered new resources of both good fellowship and funds, you’re a little less pressured. You’re buoyant, proud. Confident, curious. Ready to give and receive. And that’s when wealth of all kinds comes your way.

It’s really this simple: by giving, you become the receiver of gifts—not the smallest of which is an acquaintance with your own power of choice and your freedom to exercise it for the good.

Suze Orman

PREFACE

Come, my friends,’Tis not too late to seek a newer world.Push off, and sitting well in order smiteThe sounding furrows; for my purpose holdsTo sail beyond the sunset, and the bathsOf all the western stars, until I die.

—Lord Alfred Tennyson, Ulysses

Giving has become hip and cool. The greatest transfer of wealth from one generation to the next is taking place while sports figures, media moguls, and entrepreneurs across the globe amass new riches. Using some of those fortunes in the service of humanity has become headline news:

• Lance Armstrong’s simple yellow LiveFree bracelets start a fashion craze while raising millions of dollars for cancer research. Hollywood and other superstar givers grab headlines and draw attention to those in need at home and abroad.

• Oprah Winfrey builds a $40 million school in South Africa for girls.

• “Giving kiosks”—donation ATMs—make giving at some churches as familiar as withdrawing money at the bank, while faith-based initiatives attract the support of those at the highest levels of government.

• Ted Turner gives $1 billion to the United Nations, encouraging more global giving; Warren Buffet gives $31 billion to the Gates Foundation, creating a cascade of other mega-philanthropists “giving while living.”

• Technology millionaires such as eBay’s Pierre Omidyar, Paul Brainard, and Jeff Skoll champion venture philanthropy.

• Philanthropy across the globe expands at the speed of an Internet connection.

Philanthropy itself is changing, as donors discover and create new ways to give:

• Donors place nearly $1 trillion in donor-advised funds at community foundations and family foundations.1

• The Internet democratizes the philanthropic landscape through expanded online donations, and supports a new emphasis on youth service to their communities and the world through sites enabling adults to fund—and youths to direct—youth giving accounts through .