My Announcement - with an attitude of gratitude

Posted on September 9th, 2016


September 1, 2016
Dear Friends,
I want to share the announcement of my retirement from full time employment and launch of my consulting practice sent recently by Marshall Levin, CEO of the American Committee for the Weizmann Institute of Science.
This might sound a little like a valedictory (farewell). But it is really the beginning of a new chapter and a new kind of boundary-spanning gift design practice. I am now free to roam about the country. Maybe even a little off the rails. If not to infinity and beyond, at least beyond Metro North.
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For me, much of the JOY of giving comes from the Journey Outside Yourself – the partnership of current and rising generations of gift officers, advisors and donors on our shared journey in philanthropy.
I am thrilled that I will continue to assist Weizmann gift staff and supporters in a new capacity as consultant and coach on our unique brand of personalized philanthropy. (Call me.)
At the same time, I’m answering the call to launch a personalized philanthropy practice with a broader audience. I will keep writing and speaking and crashing the fundraising matrix. Things haven’t really changed. I’m still on a quest to help you create that gift of great moment.
Please contact me, connect with me and watch for news on LinkedIn.
Text Box: Personalized Philanthropy: Crash the Fundraising Matrix Charity Channel Press http://bit.ly/personalized-philanthropy amazon.com/author/stevenmeyers
With an attitude of gratitude,
See the PDF for the letter from Marshall …

Building blocks and overcoming them

Posted on July 25th, 2016

Building [and Overcoming] Philanthropic Blocks in Kansas City

Vice President, Center for Personalized Philanthropy

I am so pleased and privileged to be keynoting at the 21st Annual Building Blocks Planned Giving Conference of the Mid-American Planned Giving Council, on August 12, 2016. It's a great line-up, and you can see the details and register right here. Love to see you in Kansas City!
Steve





Causing a disturbance on the radio: Personalized Philanthropy

Posted on June 16th, 2016

Tony Martignetti’s Nonprofit Radio. If you couldn’t be live at 1 pm, June 17, 2016
click here for Tony’s podcast on iTunes. It’s #294.



National Capital PG Days - See you there!

Posted on May 24th, 2016

We’ll be crashing your Matrix and in good company.
see the pdf or click for a description of the keynote.


Forbes Spots Virtual Endowment in the Wild. Highlights Creative Giving: IRA RMDs For Israel

Posted on May 23rd, 2016

Virtual Endowment spotted in the Wild. Forbes Highlights Creative Giving: IRA RMDs For Israel
Virtual Endowment spotted in the Wild.
Forbes Highlights Creative Giving: IRA RMDs For Israel
So pleased that Forbes highlighted the new giving opportunities. IRAs are not just for end-of-year or end-of-life, anymore. With the permanent charitable rollover in effect, the IRA becomes an even more versatile philanthropic building block. Check out Ashlea Ebeling's timely story in Forbes on Creative Giving: IRA RMDs for Israel.

Back in 2009, Carol Milett committed $150,000 as a bequest for lung cancer research to the American Committee for the Weizmann Institute of Science to honor her late husband. But then she had a change of heart. Why wait until she died? “I decided he has always been in my heart and soul. I should do something now for Herb while I’m still alive," she says.


Parables and Profiles for Rethinking your Philanthropy Coming Feb. 17, 2016 to Philanthropic Planning Group of Greater New York [PPGGNY]

Posted on December 17th, 2015

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4Donors
Parables and Profiles
Can just 4 donors hold the key to
rethinking your philanthropy?
Coming up Feb. 17, 2016
Philanthropic Planning Group of Greater New York [PPGGNY]
4 Donors: Can just 4 donors hold the key to rethinking your philanthropy?
Take the personalized philanthropy challenge
Interactively exploring profiles of just four donors with Steve Meyers will challenge you, first to see and then to crash your fundraising matrix. See how personalized philanthropy can help you make the shift to real donor-focused giving. You will take away:
  • A new working definition of philanthropy that will reshape your relationship with donors
  • A radical rethinking of endowment that will make you rethink your role as a gift planner
  • Three Killer apps - specific new gift strategies you can start using right now that can change your gift planning practice forever
If something about the Development Office just feels a bit off, it’s time to crash your matrix. Here’s a beginning to restore creativity and bring new impact to your gift planning practice.


Rebecca Rothey’s Review of Personalized Philanthropy in Planned Giving Today ... Crashes the Matrix

Posted on November 5th, 2015

“Meyers encourages us to push ourselves, to own our practice, and to personalize it."
"I believe that to be successful, we fundraisers must find our own language for communicating with donors within the context and confines of the institutions we represent. To learn to do that requires that we engage in sometimes scary, often messy (as the book’s author emphasizes) conversations that push the limits — not only what donors are willing to consider, but how much we are willing to explore all possibilities with them."
Download Rebecca’s full review here
About the reviewer, Rebecca Rothey.
Rebecca Rothey, CFRE, CAP® is Johns Hopkins University and Medicine’s director of gift planning and senior philanthropic advisor. Rothey graduated summa cum laude from the Notre Dame of Maryland University. She is past president of the Chesapeake Planned Giving Council, on the boards of Creative Alliance and Baltimore Estate Planning Council, and a member of the Editorial Board of Planned Giving Today. rrothey@jhu.edu

Personalized Philanthropy: Crash the Fundraising Matrix

Listen Up! Secrets of Personalized Philanthropy Broadcast with Nonprofit Coach,Ted Hart.

Posted on September 30th, 2015

You can listen to the broadcast right here
Ted Hart lectures around the world but now is here for you. From the latest in charity news, technology, fundraising and social networking, Ted Hart and his guests help you maneuver to greater levels of efficiency and fundraising success.
PAGE 2 GUEST EXPERT: Steven L. Meyers, Ph.D., is Vice President of the Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science.
Steve is a primary developer of personalized philanthropy, based on his mantra of “the right gift, for the right purpose, for the right donor." Steve’s innovative donor-focused gift designs, especially a series of arrangements he calls “killer apps," combine the full spectrum of current and future gifts so that donors can create a lasting legacy where impact and recognition are able to start up right away.

Personalized Philanthropy: Crash the Fundraising Matrix











Personalized Philanthropy and the Four Donors: Parables for Radically Rethinking Your Philanthropy

Posted on September 24th, 2015

Note: This series on personalized philanthropy from the donor’s perspective has previously been posted only as individual articles. For convenience, the full series is available here as a PDF, as well as through the PGDC website. slm

EDITOR’S INTRODUCTION –
We are pleased to introduce this series of six articles as a companion to the book by Steven L Meyers, Personalized Philanthropy: Crash the Fundraising Matrix and Make the Real Shift to Donor-Focused Giving. While that book was written primarily for gift officers and professional advisors, these articles are written for advisors to share with donors – hopefully to begin a new conversation about philanthropy with clients/donors who ardently wish to support their most treasured charities. The articles aim to introduce some of the basic concepts of Personalized Philanthropy, a powerful new and tested model for charitable planning which challenges conventional fundraising practices in bridging current and future giving so that donor impact and recognition may begin immediately and scale up over time.
  • For donors, there is special access to new insights in charitable giving. Enlightened gift officers and their organization's most committed supporters are beginning to explore these techniques together, and with some very good outcomes.
  • For professional advisors, at first blush, Personalized Philanthropy presents a dilemma: it offers a solution to a problem that many of us don’t know we have.
The “killer apps" and umbrella" gift designs described enable donors to enjoy immediate recognition and impact of their philanthropy -- benefits largely deferred or denied in our traditional financial and estate techniques, simply because the trusts and other vehicles that power them, with some exceptions, are not effective philanthropically until the death of the client.
It often happens that because we don't see the potential opportunity of gifts with immediate impact and recognition, we can't even begin to talk about them. Maybe we will now.
To read The Four Donors articles on the PGDC Website, click here.
To download the full series, click the PDF below.
Personalized Philanthropy: Crash the Fundraising Matrix

Steven Meyers

Personalized Philanthropy. For both fundraisers and philanthropists. When we say we want to get it right, what do we mean? “The right gift, for the right purpose, for the right donor.” It's about innovative donor-focused, individually-tailored giving strategies -- new gift applications that combine current and future gifts, so that donors can create a lasting legacy where recognition and impact begin now. To make miracles happen at charitable organizations close to their hearts. ~Steven L. Meyers, Ph.D., Center for Personalized Philanthropy