November 2017

4 Pillars of Every Philanthropic PLAN

By |November 15th, 2017|

Every philanthropic plan should consist of at least these four marks. First, a plan should begin with purpose. Without purpose, direction or some goal in mind, then you will not know where you are going, what you are doing or who you need on your team. Purpose is everything when it comes to strategic philanthropic planning. Second, every plan entails leadership. Once you know what your purpose is, then you can attract the right people who can implement your plan. Having the right leadership team is essential. Third, every philanthropic plan needs strategic action steps. Without action you have [...]

There is Power in the Name of Jesus

By |November 14th, 2017|

There is power in the name of Jesus. There is power in praying in His name. There is more power through faith in Jesus, than what any amount of money via fundraising or investing will ever bring you. How many wealthy people are financially rich, yet spiritually poor? How many donors think they can “give back” to help heal their soul, which no amount of generosity will ever heal. Only God can heal your soul. Only God can give you the escape your heart is seeking. Good works are good, but that is about it. After all, many humanitarians [...]

Just Escape

By |November 13th, 2017|

Just escape! Escape from the crap of this superficial world. Escape the materialism that keeps you in debt and always trying to keep up with people who really don’t even care for you and your soul. Just escape from the job that has you in the mire of dysfunction. Just escape from the façade you’ve created. Just escape to your true self. Just escape to your inner being. Just escape to your flaws and embrace them with humility. Just escape from your past that has you in bondage. Just escape from the friends who are holding you back from [...]

Titles are Meaningless!

By |November 12th, 2017|

Titles are meaningless. They are stupid too. Usually the more creative a title someone gives themselves the more insecure they really are as a person. If you ever go to a bank, everyone seems to be VP of something. Unless you’re the boss, the CEO, then most people don’t even care. I hope this isn’t hurting your feelings, but someone needs to speak the truth about job titles. Titles come and titles go. People get promoted, demoted and fired. If your identity is wrapped up in your title, then watch out; it could change quicker than you would ever [...]

An Industry Advisor or a Peer Advisor?

By |November 11th, 2017|

Why should a wealth holder give over tens of millions of dollars to a private wealth management firm, if they have no idea how the firm will handle their money. After all, do you want to be the biggest whale in the smallest pond of financial private banking? Or would you prefer to know that a potential firm has dealt with much larger financial accounts with more complexity than yours and they are doing it with excellence? But how in the world does one discover such information with all of the privacy and confidentiality laws? Peer-to-peer advising, or wealthy [...]

Pulling the Curtain Back on Financial Firms

By |November 10th, 2017|

Every financial firm from big banks to small boutique style private wealth management firms always want to see a potential client’s entire portfolio usually before ever making an investment. Now many of these wealth holders will have already signed some type of legal agreement in regards to confidentiality and the terms of what the firm will do for them in terms of services and fees. And due to all of post 9-11 banking regulations and SEC regulations, all firms want full transparency from their clients. But it is never the other way around. It is only a way one [...]

Relational Leadership around Warnings!

By |November 9th, 2017|

What do you do when you’ve been warned by a trusted peer in regards to a professional whom you are working with. In this case it really doesn’t matter if the professional is in the nonprofit or for-profit world. You didn’t even seek out the warning, but for whatever reason, your friend was compelled to warn you about someone they know you are in business with. So what do you do? Do you simply file it away in the back of your head, looking and discerning if what they have warned you is true? Or do you throw it [...]

The Big Splash! Donors & Their Dollars

By |November 8th, 2017|

There are all kinds of swimmers just like there are all kinds of donors. Big donors like to make a big splash at the swimming pool, but often their big splash causes your pool to actually lose water; i.e. lose money. And smaller donors often like to play with the water hose at the swimming pool, dripping a little bit of water in with a constant flow. As a charity, which kind of swimming pool person do you want as a donor? Do you want the small but steady giver or do you want the one who shows up [...]

Are You Killing Your Donors?

By |November 7th, 2017|

Donors die. Both literally and figuratively. For those who die literally, you may or may not receive a nice donation from their estate and/or private foundation. For those who die figuratively, then did you do or say something wrong that killed their heart and soul? Did your approach in asking them for money again, just be too much for them to handle? Most likely you’ll never know, because too many who engage the world of charity are charitable in all of their dealings. In other words, they are nice, kind, generous people with character and integrity. They don’t want [...]

Do You Ever Want to Scream?

By |November 6th, 2017|

Do you ever want to just scream! Do you ever feel as if no one is listening to your heart and soul? Do you ever just shake your head in utter dismay on how such educated professionals just cannot get you? When there is a misalignment of communication in any form from texting, emailing, to hand-written letters, and face-to-face meetings, aren’t we all human beings? At times I walk away from a meeting or an email shaking my head in utter confusion, on what I said and how they interpreted it. How am I not being clear in my [...]