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9780470182772

Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy, 3rd Edition

by ; ; ;
  • ISBN13:

    9780470182772

  • ISBN10:

    0470182776

  • Format: eBook
  • Copyright: 2008-09-01
  • Publisher: Jossey-Bass
  • Purchase Benefits
List Price: $29.95
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Summary

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.

Table of Contents

CD-ROM Contents
Foreword to the Second Edition: The Power of Doing Good: Giving to a Worthy Cause Is Worth More Than You Know
Preface
Acknowledgments
The Authors
Introduction
QuickStart Guide: Ten Steps to More Inspired Philanthropy
Creating Your Giving Plan
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
You, the Philanthropist
Gratitude
What Do You Care About?
Values Drive Decisions
Making Choices
What Do You Bring with You?
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
Creating a Mission Statement
Writing Your Mission Statement
Inspired Mission Statements from Individuals and Family Foundations
Mission Matching
How to Find Possible Mission Matches
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
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
Creating a Personal Giving Plan
Getting Organized
Sample Giving Plans
Multiyear Giving
Clarifying Your Intention
Reviewing Your Giftmaking for Yearly Results and Impact
Expanding Your Giving Horizon
The Philanthropic Learning Curve
The Many Ways to Give
Definitions of Common Vehicles for Giving
Considering How to Give
Frequently Used Ways to Give
Community-Based Philanthropy
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
Strategic and Creative Ways to Leverage Your Giving
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
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
Growing and Partnering with the Next Generation of Givers
Learning Early About Giving
Teenagers and Giving
Youth as Grantmakers
Young Inheritors Giving and Living
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
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
CD - ROM CONTENTS
EXERCISES
Stereotypes
Gratitude
Vision and Values
Indicators of Your Values
Making Choices
Time, Talents, and Treasures
Review of Your Recent Giving
Characteristics of the Groups You Support
Reflections
Thinking About Change
Imagining a Better World
Million-Dollar Visioning
Steps for Building a Comprehensive Giving Strategy
Writing Your Mission Statement
Mission Matching
How Much Money Do You Really Have?
How Much Should You Give?
How Much Will You Give During Your Lifetime?
Your Funding Areas
Your Giving Plan
Giving Methods
Level of Engagement
Checklist for Assessing an Advisor
Becoming a Legacy Partner
Who Are You Planning For?
Current Wills, Legal Documents, and Titling of Assets
How Advisors Can Help
Mentoring
Giving from Assets
WORKSHEETS
Evaluating a Group for Possible Funding
Your Giving Plan
Multiyear Giving Record
Giving Intention
Results and Impact
How You Did as a Donor
Inspired Philanthropist's Checklist
Preparing for Site Visits
Appendices
Tools for Partnering Effectively with Advisors for Your Inspired Legacy
Partnering with Clients for Inspired Outcomes: Notes to Advisors and Nonprofits, by Phil Cubeta,
Creative Ideas for Giving,
Celebrity Philanthropy,
Sample Letters,
Breaking Barriers to Effective Giving,
Loans to Friends,
Comparison of Giving Options,
Resources
Table of Contents provided by Publisher. All Rights Reserved.

Supplemental Materials

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