MyPersonalizedPhilanthropyhttp://personalphilanthropy.postach.io/feed.xml2021-05-30T22:30:30.808000ZWerkzeugProudly Featured in BookAuthority's 100 Besthttps://personalphilanthropy.postach.io/post/proudly-featured-in-bookauthority-s-100-best2021-05-30T22:29:57.070000Z2019-09-29T16:41:24ZSteven Meyers<div><div style="text-align: center; "><font style="color: rgb(4, 51, 255); font-size: 21px;"><font>BookAuthority’s 100 </font>Best Books in Philanthropy</font><a href="https://www.amazon.com/-/e/B00V510NSC"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/169f00ee-1277-4879-855e-baf229485dbd/a0c4f98c-fda6-49c8-9fdd-7b1925248b3c.jpg" /></a></div></div>
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Metrics for an Enlightened Generalisthttps://personalphilanthropy.postach.io/post/metrics-for-an-enlightened-generalist2021-05-30T22:29:57.070000Z2018-05-04T14:38:48ZSteven Meyers<div><span style="font-weight: bold;-en-paragraph:true;">How can you measure something at a still point, yet in constant motion?</span></div><div><span style="-en-paragraph:true;">Here’s a graph I drew that shows an alternative concept for Mastery in Fundraising. That is, alternative to what you usually think of on your performance review. It’s timely, considering the broad revamping of metrics for fundraisers that is in process right now. This reflection comes to mind now at least partly from reading Alex Brovey’s book on </span><a href="https://www.amazon.com/Zen-Art-Fundraising-Pillars-Success/dp/1938077997#customerReviews" style="-en-paragraph:true;">Zen and the Art of Fundraising: Eight Pillars for Success</a><span style="-en-paragraph:true;">. I'm thinking about how the zen idea of "beginner’s mind" might apply to you or me as fundraisers. It connects with a lot of what I wrote in </span><a href="https://www.amazon.com/Personalized-Philanthropy-Crash-Fundraising-Matrix/dp/1938077679/ref=sr_1_1?s=books&ie=UTF8&qid=1525275514&sr=1-1&keywords=personalized+philanthropy" style="-en-paragraph:true;">Personalized Philanthropy: Crash the Fundraising Matrix</a><span style="-en-paragraph:true;">.
</span></div><div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/c7d1dc80-46be-4dac-8a6c-b26113d4d726/eefda06b-7332-42d8-9632-b1ff31097093.png" /><br /></div><div><span style="-en-paragraph:true;">What makes the view expressed here (and all Personalized Philanthropy, really) such an outlier is the proposition that Mastery is not earned solely by your arrival at a particularly high point - any place in relation to others, or maybe even a spectacularly successful year of fundraising - but in the realization that you have been on a continually moving pathway. At any point, you might appear to be standing still, but really, you’ve been on a journey that takes you outside of yourself as you work to help others. The conundrum is: How is it possible for you to measure and assess your work when you are both at a still point and in constant motion? Sound like some kind of spooky physics?
</span></div><div><span style="-en-paragraph:true;">For this to make any sense to a fundraiser, I think you have had first to see and then to have crashed what I’ve called the Fundraising Matrix. Then you’d have to conclude that some of our most revered "best practices" in fundraising are, in fact, worst practices. That is, they run counter to what we say and think we are aiming for in philanthropy. If you see that, what then are you to do?
</span></div><div><span style="-en-paragraph:true;">Reviewing the graph, imagine that it can describe a system of metrics that has to do with the lifetime value of a fundraising. Turn over and away from the idea that your success is measured merely by the transactional fair market value you have in that moment. Mightn’t your pathway look something like that represented here?
</span></div><div><span style="font-weight: bold;-en-paragraph:true;">Make it Real</span></div><div><span style="-en-paragraph:true;">If you’d like to see a job description for an enlightened generalist, find it here, and let me know what you think.
</span></div><div><a href="https://www.dropbox.com/s/kk9piptz27uniz3/share%20enlightened%20gift%20officer%20Position%20Wanted%20%20-position%20deleted-.pdf?dl=0">Position Wanted: Enlightened Generalist</a></div>
When Best Practices Go Bad [Worst Practice #1]https://personalphilanthropy.postach.io/post/when-best-practices-go-bad-worst-practice-12021-05-30T22:29:54.988000Z2018-05-04T00:28:04ZSteven Meyers<div><span style="-en-paragraph:true;">Something's been bothering me about best practices. Enough to drag me out of my long winter's hibernation to talk about it. What do </span><span style="font-style: italic;-en-paragraph:true;">you</span><span style="-en-paragraph:true;"> think?
</span></div><div><span style="-en-paragraph:true;">You know "best practices." They’re supposed to be the guideposts of successful fundraising. But what happens when best practices go wrong? This...
</span></div><div><a href="https://www.dropbox.com/s/lykielkg33cwmlu/System%20Failure%202018.%20Are%20you%20trapped%20in%20the%20Matrix-.pdf?dl=0"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/d015579c-a318-4c76-b192-c83fc25d7c4c/e6caf508-5d19-4159-a296-4d2c36dff6cd.jpg" /></a><a href="http://www.evernote.com/shard/s19/nl/2327830/906900b1-77f1-4266-911a-98be6368726c/"><br /></a></div><div><span style="-en-paragraph:true;">Here's just one impact of bad practice. Fundraisers who want to make even the slightest innovation, must climb over a very high hurdle: "What are the others doing?" Nothing wrong with benchmarking and knowing the landscape, but these so-called best practices might not be best. Certainly not if you are driven to model yourself after the mediocre. If you look closely at more of these, you will see the slavish devotion for what it is. A one-way trip to the Matrix. Instead of following the others, imagine alternatives that can take you to a far better place. Here is what I think might be the worst of the worst.
</span></div><div><span style="-en-paragraph:true;"><span style="font-weight: bold;">Worst Practice #1</span></span></div><div><span style="font-style: italic;-en-paragraph:true;">The notion that the best fundraiser is a specialist.</span><span style="-en-paragraph:true;"> Leads to ...
</span></div><ul><li><div>The notion that campaigns for annual/major/planned giving is the only way.</div></li><li><div>The notion that the best leaders rise only from specialists.</div></li><li><div>When you meet a donor who gives every way, why would your boss need to send three specialists -- separate gift officers to solicit unrelated separate annual, major and planned gifts?</div></li></ul><div><span style="-en-paragraph:true;">[Why not send One enlightened generalist who can meet the donor where they are? Spoiler: we don't make them we don't teach them; someone else "owns" that donor. Where is job description for such a gift officer? I can show you.]
</span></div><div><span style="-en-paragraph:true;"><span style="font-weight: bold;">After you’ve crashed the fundraising matrix</span></span></div><div><span style="-en-paragraph:true;">Instead of a specialist, imagine that you are an Enlightened Generalist.
</span></div><ul><li><div>Notice the toxicity of separated, fragmented, compartmented goals and mediocrity.</div></li><li><div>Instead, resist the notion that the institution is always greater than the donors.</div></li><li><div>Even if that’s true, an enlightened generalist sees the trap of it.</div></li></ul><div><span style="-en-paragraph:true;"><span style="font-weight: bold;">Some curatives</span></span></div><div><span style="-en-paragraph:true;">Instead of success as a lone wolf, place a higher value on integration, collaboration and build success upon the notion of a unified campaign.
</span></div><ul><li><div>Value all the constraints on you. Push through to new insight on what’s possible.</div></li><li><div>Pay attention. The key to flying: the thing you push against is the thing that lifts you up.</div></li></ul><div><span style="-en-paragraph:true;"><span style="font-weight: bold;">What exactly is the difference before and after?</span></span></div><ul><li><div>Enlightened generalist sees "mastery" differently.</div></li><li><div>Mastery becomes a journey beyond specialization, narrow domain skills and transaction. </div></li><li><div>Instead of getting what you can in the moment, you see possibilities for transformation in every gift, and in every donor that you meet.</div></li><li><div>You experience the three kinds of transformation: that of the donor; that of the institution; and, the most rare, that of yourself, as gift officer.</div></li></ul><div><span style="-en-paragraph:true;"><span style="font-weight: bold;">What’s been learned?</span></span></div><ul><li><div>You, as an enlightened generalist can be <span style="font-style: italic;">that</span> fully-present gift officer who can hear the aspirations of all donors - and in each particular donor - to reach their the highest level of impact. And aim for that donor's impact to begin now.</div></li><li><div>Leadership will one day rise above the heap of specialists, shouldn't it? Rather, move past narrow domain knowledge to a broader landscape where each opportunity may be treated as a rich challenge to move beyond yourself, as institution, donor and gift officer. </div></li></ul><div><span style="-en-paragraph:true;">See that the J O Y of giving is attainable, as a Journey Outside Yourself.
</span></div><div><span style="-en-paragraph:true;">Till next time,
</span></div><div><span style="-en-paragraph:true;">Steve
</span></div><div><span style="-en-paragraph:true;">-----------
</span></div><div><span style="-en-paragraph:true;">PS - For more, </span><a href="https://www.amazon.com/Personalized-Philanthropy-Crash-Fundraising-Matrix/dp/1938077679/ref=sr_1_1?s=books&ie=UTF8&qid=1525275514&sr=1-1&keywords=personalized+philanthropy" style="-en-paragraph:true;">Personalized Philanthropy: Crash the Fundraising Matrix</a><span style="-en-paragraph:true;">.
</span></div>The Key to Flyinghttps://personalphilanthropy.postach.io/post/the-key-to-flying2021-05-30T22:30:06.321000Z2017-02-03T16:50:05ZSteven Meyers<div><b style="mso-bidi-font-weight:normal"><span style="font-size:11.0pt;mso-bidi-font-size:10.0pt;font-family:Garamond">The Key to Flying:</span></b></div>
<div><b style="mso-bidi-font-weight:normal"><span style="font-size:11.0pt;mso-bidi-font-size:10.0pt;font-family:Garamond">The Thing You Push Against is the Thing That Lifts You Up</span></b></div>
<div><b style="mso-bidi-font-weight:normal"><span style="font-size:10.0pt;font-family:Garamond">By Steven L Meyers, PhD,</span></b> <b style="mso-bidi-font-weight: normal"><span style="font-size:10.0pt;font-family:Garamond"><a href="http://www.personalizedphilanthropy.com/https://www.amazon.com/Personalized-Philanthropy-Crash-Fundraising-Matrix/dp/1938077679/ref=as_sl_pc_qf_sp_asin_til?tag=smeyers863-20&linkCode=w00&linkId=fcbf1e75a74d893d91f2ca4162c79b71&creativeASIN=1938077679">Personalized Philanthropy</a></span></b></div>
<div><div><br/></div></div><div style="text-align: left;"><div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/f90c2226-6f44-4407-be99-3167b0eb9ac5/4dcc4d0c-1d76-4e27-a75c-b22efd5cab3f.png" width="475"/><span style="font-size: 10pt; font-family: Garamond;">Here is my favorite foundational precept from Larry C. Johnson’s</span> <a href="https://www.amazon.com/Eight-Principles-Sustainable-Fundraising-Transforming/dp/1612060226"><span style="font-size:10.0pt;font-family:Garamond">Eight Principles of Sustainable Fundraising</span></a><span style="font-size: 10pt; font-family: Garamond;">, "Donors are the Drivers." </span><span style="font-family: Garamond; font-size: 10pt;">It’s my favorite because it is always my "go to" whenever I need inspiration. But are donors <i>really</i> the drivers?</span></div></div><div><font face="Garamond"><span style="font-size: 13.333333015441895px;">Find out more about the Key to Flying right <a href="http://www.personalizedphilanthropy.com/2017/01/11/key-flying-thing-push-thing-lifts/">here</a>. </span></font><span style="font-size: 13.333333015441895px; font-family: Garamond;">To learn more about The Eight Principles, and register for a live session February 9th with the founder, Larry C. Johnson, click </span><a style="font-size: 13.333333015441895px; font-family: Garamond;" href="https://attendee.gotowebinar.com/register/7556562267111867393">here</a><span style="font-size: 13.333333015441895px; font-family: Garamond;">.</span></div>
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My Announcement - with an attitude of gratitudehttps://personalphilanthropy.postach.io/post/my-announcement-with-an-attitude-of-gratitude2021-05-30T22:29:59.859000Z2016-09-09T20:29:22ZSteven Meyers<div><br/></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size: 11.5pt; color: black; font-family: Garamond;">September 1, 2016</span></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size: 11.5pt; color: black; font-family: Garamond;">Dear Friends,</span></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size: 11.5pt; color: black; font-family: Garamond;">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.</span></div>
<div style="mso-pagination:none;mso-layout-grid-align: none;text-autospace:none"><span style="color: black; font-family: Garamond; font-size: 11.5pt;">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 </span><span style="color: black; font-family: Garamond; font-size: 11.5pt; font-style: italic;">infinity and beyond</span><span style="color: black; font-family: Garamond; font-size: 11.5pt;">, at least beyond Metro North.</span></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/7050640d-3fc8-43a1-999e-c0aef82ae84c/aa6dcd85-b932-4e5e-8b25-912b528c459e.png" style="height: auto;" width="296"/><br/></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size: 11.5pt; color: black; font-family: Garamond;">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.</span></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size: 11.5pt; color: black; font-family: Garamond;">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.)</span></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size: 11.5pt; color: black; font-family: Garamond;">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.</span></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size: 11.5pt; color: black; font-family: Garamond;">Please contact me, connect with me and watch for news on LinkedIn.</span></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-family: arial, helvetica, sans-serif; font-size: small; color: rgb(0, 0, 0);"> </span><a style="font-family: arial, helvetica, sans-serif; font-size: small; color: rgb(17, 85, 204);" href="https://www.amazon.com/Personalized-Philanthropy-Crash-Fundraising-Matrix/dp/1938077679/ref=as_sl_pc_qf_sp_asin_til?tag=smeyers863-20&linkCode=w00&linkId=fcbf1e75a74d893d91f2ca4162c79b71&creativeASIN=1938077679">Personalized Philanthropy: Crash the Fundraising Matrix</a><br/></div>
<div style="mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><br/></div>
<div style="mso-element:para-border-div;border:none;border-bottom:solid windowtext 1.5pt; padding:0in 0in 2.0pt 0in"><div style="tab-stops:326.3pt 364.6pt;border:none; mso-border-bottom-alt:solid windowtext 1.5pt;padding:0in;mso-padding-alt:0in 0in 2.0pt 0in"><div><span style="font-size: 11.5pt; font-family: Garamond;">See the PDF for the letter from Marshall …</span></div></div></div><div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/7050640d-3fc8-43a1-999e-c0aef82ae84c/d08dc83e-a844-4a8f-a035-2fd12492c2a1_orig.pdf" target="_blank">Download PDF</a></div>
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Building blocks and overcoming themhttps://personalphilanthropy.postach.io/post/building-blocks-and-overcoming-them2021-05-30T22:29:56.073000Z2016-07-25T15:25:00ZSteven Meyers<div><h1 style="box-sizing: border-box; font-size: 2.4rem; margin: 2.4rem 0px 0.8rem;"><span style="color: rgba(0, 0, 0, 0.85098); font-family: 'Helvetica Neue', Helvetica, sans-serif; font-size: 2.4rem; font-weight: 400; line-height: 1.25;">Building [and Overcoming] Philanthropic Blocks in Kansas City</span></h1></div>
<div><div style="box-sizing: border-box; border-bottom-width: 1px; border-bottom-style: solid; border-bottom-color: rgba(0, 0, 0, 0.14902); padding: 0.8rem 0px; position: relative;"><div style="box-sizing: border-box; margin: -0.8rem -2rem 0px; overflow: hidden; background-color: rgb(230, 233, 236); height: 0px; padding-bottom: 191.953125px; width: calc(100% + 4rem);"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/4ab5baf6-45e6-4842-a2de-becd2b5819fd/c54d3db2-a57f-4cf5-9fe3-cc3bca7c0926.jpg" style="box-sizing: border-box; display: block; border: 0px; width: 375px;"/><br/></div>
<div style="box-sizing: border-box; margin: -0.8rem 0.8rem 0px 0px; overflow: hidden; background-color: rgb(230, 233, 236); border-top-left-radius: 50%; border-top-right-radius: 50%; border-bottom-right-radius: 50%; border-bottom-left-radius: 50%; float: left; border: 1px solid rgb(255, 255, 255); height: 50px; position: relative; width: 50px; z-index: 2;"><a style="box-sizing: border-box; background-color: rgb(230, 233, 236); color: rgb(0, 140, 201); text-decoration: none;" title="Steven Meyers" rel="author" href="https://www.linkedin.com/in/stevenlmeyers"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/4ab5baf6-45e6-4842-a2de-becd2b5819fd/03fc8cfe-4279-43e4-8124-612cda46730e.jpg" style="box-sizing: border-box; display: block; border: 0px; width: 48px;"/><br/></a></div>
<div style="box-sizing: border-box; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; margin: 0.8rem 20px 0px 0px; font-size: 1.4rem;"><a style="box-sizing: border-box; font-family: 'Helvetica Neue', Helvetica, sans-serif; font-size: 1.4rem; color: rgb(0, 0, 0); text-decoration: none;" title="Steven Meyers" rel="author" href="https://www.linkedin.com/in/stevenlmeyers">Steven Meyers</a></div>
<div style="box-sizing: border-box; font-size: 1.2rem; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; margin: 0px 20px 0px 0px;"><span style="color: rgba(0, 0, 0, 0.54902); font-family: 'Helvetica Neue', Helvetica, sans-serif; font-size: 1.2rem; line-height: 1.6rem;">Vice President, Center for Personalized Philanthropy</span></div></div><h2 style="box-sizing: border-box; font-size: 1.2rem; margin: 0px 0px 2.4rem;"><div style="box-sizing: border-box;"><span style="font-size: 1.6rem; color: rgba(0, 0, 0, 0.701961); font-family: Georgia, serif; font-weight: 400; line-height: 1.6rem;">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</span><span style="font-size: 1.6rem; color: rgba(0, 0, 0, 0.701961); font-family: Georgia, serif; font-weight: 400; line-height: 1.6rem;"> </span><a style="font-size: 1.6rem; box-sizing: border-box; font-family: Georgia, serif; font-weight: 400; line-height: 1.6rem; color: rgb(0, 140, 201); text-decoration: none;" rel="nofollow" href="http://mapgc.org/2016-building-blocks/">here</a><span style="font-size: 1.6rem; color: rgba(0, 0, 0, 0.701961); font-family: Georgia, serif; font-weight: 400; line-height: 1.6rem;">. Love to see you in Kansas City!</span></div>
<div style="box-sizing: border-box;"><span style="font-size: 1.6rem; color: rgba(0, 0, 0, 0.701961); font-family: Georgia, serif; font-weight: 400; line-height: 1.6rem;">Steve</span></div>
<div style="box-sizing: border-box;"><span style="font-family: arial, helvetica, sans-serif; font-size: small;"> </span><a style="font-family: arial, helvetica, sans-serif; font-size: small; color: rgb(17, 85, 204);" href="https://www.amazon.com/Personalized-Philanthropy-Crash-Fundraising-Matrix/dp/1938077679/ref=as_sl_pc_qf_sp_asin_til?tag=smeyers863-20&linkCode=w00&linkId=fcbf1e75a74d893d91f2ca4162c79b71&creativeASIN=1938077679">Personalized Philanthropy: Crash the Fundraising Matrix</a></div></h2><div style="box-sizing: border-box; margin: 2.4rem 0px;"><div style="box-sizing: border-box; margin: 0px; padding: 0px; border: 0px; outline: 0px; font-size: 10px; vertical-align: baseline; background-color: transparent; background-position: initial initial; background-repeat: initial initial;"/></div>
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Causing a disturbance on the radio: Personalized Philanthropyhttps://personalphilanthropy.postach.io/post/causing-a-disturbance-on-the-radio-personalized-philanthropy2021-05-30T22:30:04.196000Z2016-06-16T14:45:22ZSteven Meyers<div>Tony Martignetti’s Nonprofit Radio. If you couldn’t be live at 1 pm, June 17, 2016</div>
<div> <a href="http://tonymartignetti.com/2017/08/nonprofit-radio-august-4-2017-personalized-philanthropy/"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/b2ab4eb1-76dc-455a-a392-44b6a9529914/22f4f945-88e9-455b-ad48-e51cae80ba3a.png" style="height:auto;" width="321"/><br/></a></div>
<div>click <a href="http://podcast.mpgadv.com/2016/06/294-personalized-philanthropy-tony-martignetti-nonprofit-radio/">here</a> for Tony’s podcast or download</div>
<div><audio controls="controls"><source src="https://cdn-audio.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/b2ab4eb1-76dc-455a-a392-44b6a9529914/8eb5a30f-01b3-4642-b918-36868d002db8_orig.mp3" type="audio/mpeg" /></audio></div>
<div><span style="font-family: arial, helvetica, sans-serif; font-size: small; color: rgb(0, 0, 0);"> </span><a style="font-family: arial, helvetica, sans-serif; font-size: small; color: rgb(17, 85, 204);" href="https://www.amazon.com/Personalized-Philanthropy-Crash-Fundraising-Matrix/dp/1938077679/ref=as_sl_pc_qf_sp_asin_til?tag=smeyers863-20&linkCode=w00&linkId=fcbf1e75a74d893d91f2ca4162c79b71&creativeASIN=1938077679">Personalized Philanthropy: Crash the Fundraising Matrix</a></div>
National Capital PG Days - See you there!https://personalphilanthropy.postach.io/post/national-capital-pg-days-see-you-there2021-05-30T22:30:01.665000Z2016-05-24T15:54:23ZSteven Meyers<div>We’ll be crashing your Matrix and in good company.</div>
<div><a href="http://personalphilanthropy.postach.io/post/national-capital-pg-days-see-you-there"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/6e2ed78e-35cc-461c-8cf7-a14bf15e16e1/478ca4ce-d79e-46e4-8aba-9ba2db53f5ef.png" style="height:auto;" width="190"/></a></div>
<div>see the pdf or click for a description of the keynote.</div>
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<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/6e2ed78e-35cc-461c-8cf7-a14bf15e16e1/5fe4ac96-b43c-40d4-ac64-1db011f9466c_orig.pdf" target="_blank">Download PDF</a></div>
Forbes Spots Virtual Endowment in the Wild. Highlights Creative Giving: IRA RMDs For Israelhttps://personalphilanthropy.postach.io/link/forbes-spots-virtual-endowment-in-the-wild-highlights-creative-giving-ira-rmds-for-israel2021-05-30T22:29:55.979000Z2016-05-23T13:30:06ZSteven Meyers<div><a href="http://www.weizmann-usa.org/media/2015/12/22/preventing-cancer-the-weizmann-institute's-moross-integrated-cancer-center"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/8064d7d4-84c0-4d18-b914-07bf54c36898/1ea96079-f6c0-40af-a726-a6b2c64754de.png" style="margin: 0px; border: 0px none rgb(77, 79, 81); font-weight: inherit; font-style: inherit; font-size: 100%; font-family: inherit; vertical-align: baseline; font-variant-ligatures: inherit; font-variant-position: inherit; font-variant-caps: inherit; font-variant-numeric: inherit; font-variant-alternates: inherit; font-variant-east-asian: inherit; font-stretch: inherit; padding: 0px; outline: 0px; background-color: rgb(238, 238, 238); display: block; box-sizing: border-box; box-shadow: none; background-position: initial initial; background-repeat: initial initial;height:auto;" width="564"/><br/></a></div><div><span style="font-size: 14px;"><span style="font-size: 14px; font-weight: bold;">Virtual Endowment spotted in the Wild.</span></span></div><div><span style="font-size: 14px;"><span style="font-size: 14px; font-weight: bold;">Forbes Highlights Creative Giving: IRA RMDs For Israel</span></span></div><div>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 <a href="http://www.forbes.com/sites/ashleaebeling/?utm_source=followingdaily&utm_medium=email&utm_campaign=20160521">Ashlea Ebeling</a>'s timely story in Forbes on <a href="http://www.forbes.com/sites/ashleaebeling/2016/05/20/creative-giving-ira-rmds-for-israel/#67cf097922ca">Creative Giving: IRA RMDs for Israel</a>.</div><div><br/></div><div><span style="font-style: italic;">Back in 2009, Carol Milett committed $150,000 as a bequest for lung cancer research to the</span> <a style="font-style: italic;" href="http://www.weizmann-usa.org/">American Committee for the Weizmann Institute of Science</a> <span style="font-style: italic;">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.</span></div><div><span style="font-style: italic;"><br/></span></div><div><span style="font-family: arial, helvetica, sans-serif; font-size: small; color: rgb(0, 0, 0); font-style: italic;"> </span><a style="font-family: arial, helvetica, sans-serif; font-size: small; color: rgb(17, 85, 204); font-style: italic;" href="https://www.amazon.com/Personalized-Philanthropy-Crash-Fundraising-Matrix/dp/1938077679/ref=as_sl_pc_qf_sp_asin_til?tag=smeyers863-20&linkCode=w00&linkId=fcbf1e75a74d893d91f2ca4162c79b71&creativeASIN=1938077679">Personalized Philanthropy: Crash the Fundraising Matrix</a></div>Steve Leimberg on Personalized Philanthropy and the Killer Apps (PDF)https://personalphilanthropy.postach.io/post/steve-leimberg-on-personalized-philanthropy-and-the-killer-apps-pdf2021-05-30T22:30:06.437000Z2016-04-15T15:34:38ZSteven Meyers<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/277801f3-51ea-4f48-9093-7999b5339eaf/5534598b-c563-49dc-961e-de9ff560f4ba_orig.pdf" target="_blank">Download PDF</a></div>
Parables and Profiles for Rethinking your Philanthropy Coming Feb. 17, 2016 to Philanthropic Planning Group of Greater New York [PPGGNY]https://personalphilanthropy.postach.io/post/parables-and-profiles-for-rethinking-your-philanthropy-coming-feb-17-2016-to-philanthropic-planning-group-of-greater-new-york-ppggny2021-05-30T22:30:06.415000Z2015-12-17T20:06:59ZSteven Meyers
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<div><span style="font-size:22.0pt;mso-bidi-font-size:25.0pt; mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family: Helvetica;color:black">rethinking your philanthropy?</span></div>
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<div><span style="font-size: 18px;"><span style="color: black;">Philanthropic Planning Group of Greater New York [PPGGNY]</span></span></div>
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<div><b style="mso-bidi-font-weight: normal"><span style="font-size:11.0pt;mso-ascii-font-family:Calibri;mso-hansi-font-family: Calibri;mso-bidi-font-family:Helvetica;color:black">4 Donors: Can just 4 donors hold the key to rethinking your philanthropy?</span></b></div>
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<div style="text-indent:2.1pt;mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size:11.0pt; mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family: Helvetica;color:black">Take the personalized philanthropy challenge</span></div>
<div style="text-indent:2.1pt;mso-pagination:none;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0pt; mso-layout-grid-align:none;text-autospace:none"><span style="font-size:11.0pt; mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family: Helvetica;color:black"> </span></div>
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<div><span style="font-size:11.0pt; mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family: Helvetica;color:black">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. <span style="mso-spacerun:yes"> </span>You will take away:</span></div>
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<div><span style="font-size:11.0pt;mso-ascii-font-family:Calibri;mso-hansi-font-family: Calibri;mso-bidi-font-family:Helvetica;color:black">A new working definition of philanthropy that will reshape your relationship with donors</span></div>
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<div><span style="font-size:11.0pt;mso-ascii-font-family:Calibri;mso-hansi-font-family: Calibri;mso-bidi-font-family:Helvetica;color:black">A radical rethinking of endowment that will make you rethink your role as a gift planner</span></div>
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<div><span style="font-size:11.0pt;mso-ascii-font-family:Calibri;mso-hansi-font-family: Calibri;mso-bidi-font-family:Helvetica;color:black">Three Killer apps - specific new gift strategies you can start using right now that can change your gift planning practice forever</span></div>
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<div><span style="font-size:11.0pt; mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family: Helvetica;color:black">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.</span></div>
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<div><span style="font-size: 24px;"><a style="color: rgb(1, 101, 102); text-decoration: none;" href="http://www.ppggny.org/events/register.aspx?id=658971"><span style="color: rgb(255, 153, 0);">Click Here to Register Now!</span></a></span></div>
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<div><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></div>
<div><span style="font: 14.0px Helvetica; font-kerning: none; color: #323333">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></div>
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<div><span style="font-size: 13px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
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<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/55342e4c-2d61-4c2c-98aa-f058f01346f5/0264f3bd-cd6f-439d-9de8-c09f5ddc0144_orig.pdf" target="_blank">Download PDF</a></div>
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Rebecca Rothey’s Review of Personalized Philanthropy in Planned Giving Today ... Crashes the Matrixhttps://personalphilanthropy.postach.io/post/rebecca-rotheys-review-of-personalized-philanthropy-in-planned-giving-today-crashes-the-matrix2021-05-30T22:30:07.370000Z2015-11-05T23:02:20ZSteven Meyers<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/82da31a9-bab5-44a1-b164-d937201ec7dc/ff99a295-a0da-49b5-aa0a-7cbe7924037e.png" style="height:auto;" width="187"/></div>
<div><span style="font-size: 18px;"><b> "Meyers encourages us to push ourselves, to own our practice, and to personalize it." </b></span></div>
<div><span style="font-style: normal; font-variant: normal; font-weight: normal; font-family: Times; color: rgb(26, 26, 24);">"I believe that to be successful, we fundraisers must find <i>our own language</i> 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."</span></div>
<div>Download Rebecca’s full review <a href="http://postachio-files.s3-website-us-east-1.amazonaws.com/dc613bee-2de2-4312-9688-02ab113ea4c1/82da31a9-bab5-44a1-b164-d937201ec7dc/58a12e96-37e1-4544-ab05-c94245b3d2e0_orig.pdf">here</a></div>
<div>About the reviewer, Rebecca Rothey.</div>
<div><span style="font-size: 12px;"><span style="font-style: normal; font-variant: normal; font-weight: normal; font-family: Helvetica; color: rgb(26, 26, 24);">Rebecca Rothey, CFRE, CAP® is Johns Hopkins University and Medicine’s director of gift planning and senior philanthropic advisor. </span></span><span style="font-size: 12px;"><span style="font-style: normal; font-variant: normal; font-weight: normal; font-family: Helvetica; color: rgb(26, 26, 24);">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. <a href="mailto:rrothey@jhu.edu">rrothey@jhu.edu</a></span></span></div>
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<div><i>Personalized Philanthropy: Crash the Fundraising Matrix</i></div>
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<div><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></div>
<div><span style="font: 14.0px Helvetica; font-kerning: none; color: #323333">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></div>
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<div><span style="font-size: 13px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/82da31a9-bab5-44a1-b164-d937201ec7dc/579674b6-5c86-4a76-83ac-fcb14c1d713b.gif" style="height: auto;"/></div>
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<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/82da31a9-bab5-44a1-b164-d937201ec7dc/58a12e96-37e1-4544-ab05-c94245b3d2e0_orig.pdf" target="_blank">Download PDF</a></div>
Listen Up! Secrets of Personalized Philanthropy Broadcast with Nonprofit Coach,Ted Hart.https://personalphilanthropy.postach.io/post/listen-up-secrets-of-personalized-philanthropy-broadcast-with-nonprofit-coach-ted-hart2021-05-30T22:30:10.703000Z2015-09-30T13:00:04ZSteven Meyers<div><a href="http://www.blogtalkradio.com/tedhart/2015/09/29/nonprofit-coach-secrets-of-personalized-philanthropy-with-dr-steven-meyers"><span style="color: rgb(0, 0, 0);"><span style="font-size: 18px;"><span style="background-color: rgb(255, 250, 165);-evernote-highlight:true;">Nonprofit Coach: Secrets of Personalized Philanthropy with Dr. Steven Meyers</span></span></span></a></div>
<div>You can listen to the broadcast right <a href="http://tobtr.com/7944481">here</a></div>
<div><a href="http://www.blogtalkradio.com/tedhart/2015/09/29/nonprofit-coach-secrets-of-personalized-philanthropy-with-dr-steven-meyers"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/15029741-ba07-4d4c-8ddb-f7fb27618d63/2efae11b-50e1-4d6c-8242-200d8c2f28bf.png" style="height: auto;"/></a></div>
<div><span style="font-size: 24px;">Ted Hart</span> lectures around the world but now is here for you. From the latest in charity news, technology, fundraising and social networking, <b>Ted Hart</b> and his guests help you maneuver to greater levels of efficiency and fundraising success.</div>
<div><b>PAGE 2 GUEST EXPERT: Steven L. Meyers, Ph.D.</b>, is Vice President of the Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science.</div>
<div>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.</div>
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<div><i>Personalized Philanthropy: Crash the Fundraising Matrix</i></div>
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<div><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></div>
<div><span style="font: 14.0px Helvetica; font-kerning: none; color: #323333">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></div>
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<div><span style="font-size: 13px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
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<div><a href="http://www.blogtalkradio.com/tedhart/2015/09/29/nonprofit-coach-secrets-of-personalized-philanthropy-with-dr-steven-meyers#">http://www.blogtalkradio.com/tedhart/2015/09/29/nonprofit-coach-secrets-of-personalized-philanthropy-with-dr-steven-meyers#</a></div>
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Personalized Philanthropy and the Four Donors: Parables for Radically Rethinking Your Philanthropyhttps://personalphilanthropy.postach.io/post/personalized-philanthropy-and-the-four-donors-parables-for-radically-rethinking-your-philanthropy2021-05-30T22:30:07.572000Z2015-09-24T16:25:21ZSteven Meyers
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<div>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</div>
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<div><span style="font-size: 14px;"><span style="font-family: TrebuchetMS; font-weight: 700;">EDITOR’S INTRODUCTION –</span></span></div>
<div><span style="font-size: 14px;"><span style="font-family: TrebuchetMS;">We are pleased to introduce this series of six articles as a companion to the book by Steven L </span><span style="font-family: TrebuchetMS;">Meyers,</span> <a href="http://amazon.com/author/stevenmeyers"><span style="font-family: TrebuchetMS; font-style: italic;">Personalized Philanthropy: Crash the Fundraising Matrix and Make the Real Shift to Donor-Focused Giving</span></a><span style="font-family: TrebuchetMS;">. 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.</span></span></div>
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<li><span style="font-size: 14px;"><span style="font-family: TrebuchetMS;"><i>For donors</i>, 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.</span></span></li>
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<li><span style="font-size: 14px;"><i style="font-family: TrebuchetMS; font-style: inherit; font-variant: inherit; font-weight: inherit;">For professional advisors</i><font face="TrebuchetMS"><span style="font-style: inherit; font-variant: inherit;">, at first blush, Personalized Philanthropy presents a dilemma: it offers a solution to a problem that many of us don’t know we have.</span></font></span></li>
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<div><span style="font-size: 14px;"><font face="TrebuchetMS"><span style="font-style: inherit; font-variant: inherit;">The "killer apps" and </span></font><font face="TrebuchetMS">"</font><font face="TrebuchetMS">umbrella" <span style="font-style: inherit; font-variant: inherit;">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.</span></font></span></div>
<div><span style="font-size: 14px;"><font face="TrebuchetMS"><span style="font-style: inherit; font-variant: inherit;">It often happens that because <i>we don't see the potential opportunity</i> of gifts with immediate impact and recognition, we can't even begin to talk about them. <i>Maybe we will now</i>.</span></font></span></div>
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<div><span style="font-size: 14px;"><span style="color: rgb(51, 51, 51);"><span style="font-family: inherit;">To read The Four Donors articles on the PGDC Website, click <a href="https://www.linkedin.com/redir/redirect?url=http%3A%2F%2Fwww%2Epgdc%2Ecom%2Fpgdc%2Fpersonalized-philanthropy-and-four-donors-part-1-6&urlhash=qAP0&trk=prof-publication-title-link"><span style="color: rgb(51, 51, 51);"><span style="font-family: inherit;">here</span></span></a>.</span></span></span></div>
<div><span style="font-size: 14px;"><span style="color: rgb(51, 51, 51);"><span style="font-family: inherit;">To download the full series, click the PDF below.</span></span></span></div>
<div><i>Personalized Philanthropy: Crash the Fundraising Matrix</i></div>
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<div><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></div>
<div><span style="font: 14.0px Helvetica; font-kerning: none; color: #323333">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></div>
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<div><span style="font-size: 13px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/a03de79a-e47f-4c32-b38a-63ca8f9527ae/cd0dce3a-839a-4e0b-99d3-cb40f4349b4e_orig.pdf" target="_blank">Download PDF</a></div>
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In case you missed it: AFP’s Fundraising Day in NYC, June 12, 2015https://personalphilanthropy.postach.io/post/in-case-you-missed-it-afps-fundraising-day-in-nyc-june-12-20152021-05-30T22:30:07.413000Z2015-09-19T16:05:54ZSteven Meyers<div><a href="http://www.nycafp.org/news/07-21-2015/fundraising-day-new-york-city"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/a737bd45-b1d4-4481-b407-866166fba99c/0fad7ab4-3a73-4d7c-abf4-3b980084d9ac.png" width="600" style="height: auto;" height="225"/></a></div>
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<p>Attended by more than 1,800 people, this year’s event was the most comprehensive in its history—featuring two education-focused breakfasts, four sessions of fundraising programs on nine tracks, as well as a series of interactive workshops held throughout the day. Attendees had the opportunity to network with colleagues and explore the services offered by more than fifty exhibitors in the Solutions Center as well as sign up for mentoring sessions in a special section set aside for personalized resume review and career coaching. In addition to the special CFRE track, newcomers to the field were offered the opportunity to earn a Fundamentals in Fundraising Certificate in just one day. The three programs described below are just a sampling of the wealth of wisdom and information shared at this premier fundraising conference dedicated to the passion and enthusiasm of those very special people who have chosen fundraising as their life’s work.</p>
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<p><strong>Personalized Philanthropy: Crash Your Fundraising Matrix<br clear="none"/>
And Make a Real Shift to Donor-Focused Giving<br clear="none"/>
"Philanthropy that focuses on donor interests is a rarity!"</strong></p>
<p><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/a737bd45-b1d4-4481-b407-866166fba99c/822652ef-a5d4-4e82-9b61-de5422c7728b.jpg" width="468" height="171" style="height:auto;"/> <br clear="none"/>
<sub>Steven L. Meyers, Ph.D. Vice President, Center of Personalized Philanthropy,<br clear="none"/>
American Committee for the Weizmann Institute of Science</sub></p>
<p>In this compelling program, Steven Meyers, Ph.D. challenges his audience to recognize that their meticulously organized fundraising initiatives often ignore personal donor interests. He points specifically to deferred gift instruments such as bequests and trusts which marginalize donors by placing them outside the traditional "major donor clubs" enjoyed by cash contributors. In order to bring donors closer to the impact of their gifts, Steve has created three <strong>Personalized Gift Designs</strong>.</p>
<p>• <strong>Virtual Endowment</strong> – this instrument encourages a donor to support a scholarship or program long before he/she may be capable of making a substantial gift. The donor agrees to underwrite the cost of a program that ignites their passion through an annual gift over a specified number of years—with a pledge for a future gift (often a bequest or trust) to endow the program in perpetuity.</p>
<p>• <strong>Philanthropic Mortgage</strong> – with this vehicle the donor makes an annual gift "over and above" the yearly costs of a program he/she is supporting—with the surplus used to build an endowment designed to sustain the program permanently. One can think of the Philanthropic Mortgage as a pledge to be paid out over time, with a portion of the gift used to support the expenses of the program until the endowment is fully funded.</p>
<p>• <strong>Step-Up Gifts</strong> – gifts of this type allow the donor to fund an endowment or chair at different levels over time. For instance an endowment can initially be funded as a "Masters Scholarship" at the $100,000 level with the opportunity for the donor to gradually add to the fund, moving it to a "Doctoral Scholarship" at the $250,000 level, and possibly a "Professorial Chair" at $1 million.</p>
<p>Each of these "Killer Apps", as Steve refers to them, engages the donor through their interests, and, at the same time, allows them to envision future giving in the form of large outright or planned gifts. At the same time, the donor can join the prestigious ranks of the major contributors of the institution as opposed to having his or her planned gift relegated to the hinterland of a Legacy Society.</p>
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<div><i>Personalized Philanthropy: Crash the Fundraising Matrix</i></div>
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<div><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></div>
<div><span style="font: 14.0px Helvetica; font-kerning: none; color: #323333">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></div>
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<div><span style="font-size: 13px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
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Project-Funding Leverages Capacity for Goodhttps://personalphilanthropy.postach.io/post/project-funding-leverages-capacity-for-good2021-05-30T22:30:06.566000Z2015-09-17T14:43:36ZSteven Meyers<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/c6624c0e-ca45-474b-a019-cc8790768c93/98e6c0c9-8bf9-4c32-8062-01500e428e98.png" style="height:auto;" width="598"/></div>
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<div><span style="color: rgb(1, 1, 1); font-family: Arial, Helvetica, sans-serif; font-size: 17px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); float: none;">Advisors can use assets under management [AUM] in a novel way with special gift designs ("killer apps") that keep investments growing while enabling philanthropic impact and recognition to begin immediately, during donors’ lifetimes, and scale up over time. </span></div>
<div><font color="#621026" face="myriad-pro, Arial, Helvetica, sans-serif"><span style="font-size: 15px; font-weight: 600;">Here</span><span style="font-size: 15px; font-weight: 600;">’s how to e</span><span style="font-size: 15px; font-weight: 600;">levate your social action and leverage your capacity for Good</span></font></div>
<div><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;"><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;"><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;">Unlike many other organizations that seek primarily unrestricted general funds, the Weizmann Institute encourages restrictions so that donors can connect with what’s most compelling to them. <strong>Project-based fundraising</strong>, part of the American Committee for the Weizmann Institute’s <a href="http://www.weizmann-usa.org/care-share-repair" target="_blank" style="text-decoration: none; color: rgb(54, 78, 126); border: 0px solid rgb(170, 170, 170); border-radius: 3px; font-weight: 400; font-size: 12px; padding: 1px 3px; background-color: rgb(233, 233, 233);">Care Share Repair</a> initiative, puts donors in charge.</span> See how you and generous clients can align their money with their passions and </span>easily support one of <a href="https://www.crowdrise.com/weizmann-usa" target="_blank" style="text-decoration: none; color: rgb(54, 78, 126); border: 0px solid rgb(170, 170, 170); border-radius: 3px; font-weight: 400; font-size: 12px; padding: 1px 3px; background-color: rgb(233, 233, 233);">12 life-changing Weizmann research projects</a>, from cancer research to science education to robotics. </span></div>
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<div>See the complete article <a href="http://www.cegworldwide.com/resources/expert-team/182-cg-steven-meyers-impact-philanthropy-for-the-rest-of-us">here</a>.</div>
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<div><i>Personalized Philanthropy: Crash the Fundraising Matrix</i></div>
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<div><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></div>
<div><span style="font: 14.0px Helvetica; font-kerning: none; color: #323333">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></div>
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<div><span style="font-size: 13px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
Why Financial Advisors Cannot Ignore Clients’ Philanthropic Goals - Part Twohttps://personalphilanthropy.postach.io/post/why-financial-advisors-cannot-ignore-clients-philanthropic-goals-part-two2021-05-30T22:30:16.386000Z2015-08-03T14:23:22ZSteven Meyers<div><span style="font-size: 18px;"><a href="http://www.cegworldwide.com/resources/expert-team/175-cg-ear-financial-advisors-cant-ignore-clients-philanthropic-goals-prt02"><span style="color: rgb(38, 36, 123);"><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;"><span style="color: rgb(107, 28, 50);"><span style="font-weight: 600;">Tools, techniques and philosophies you can use today</span></span></span></span></a></span></div>
<div><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;"><span style="font-weight: 600;"><em>Elite Advisor Report</em></span></span> <span style="font-family: myriad-pro;"><i><b>with </b></i></span>Tim Belber, Phil Cubeta, Randy Fox, me and John A Warnick. </div>
<div><a href="http://www.cegworldwide.com/resources/expert-team/175-cg-ear-financial-advisors-cant-ignore-clients-philanthropic-goals-prt02">http://www.cegworldwide.com/resources/expert-team/175-cg-ear-financial-advisors-cant-ignore-clients-philanthropic-goals-prt02</a></div>
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<div>As we discussed in <a href="http://www.cegworldwide.com/resources/expert-team/174-cg-ear-financial-advisors-cant-ignore-clients-philanthropic-goals-prt01" style="text-decoration: none; color: rgb(54, 78, 126); border: 0px solid rgb(170, 170, 170); border-radius: 3px; font-weight: 400; font-size: 12px; padding: 1px 3px; background-color: rgb(233, 233, 233);">Part One</a>, purposeful philanthropy is the art of thoughtfully, intentionally and purposefully integrating the passion, spirit and commitment of philanthropy into the fabric of our family system. With record numbers of boomers reaching retirement age and a new generation of younger people looking to make gifts with social impact, the landscape of philanthropy has changed dramatically. Are you and your team keeping up with client wishes?</div>
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<div><span style="color: rgb(107, 28, 50);"><span style="font-size: 17px;"><span style="font-weight: 600;">Key Takeaways:</span></span></span></div>
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<div>Corporate tax deductions for giving are limited. This is part of the reason for lower giving rates. But corporate social responsibility is on the rise. Savvy advisors are tapping into that.</div>
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<div>Making giving into a family activity can also be helpful in preparing heirs for the responsible use of wealth.</div>
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<div><em>READER NOTE: Many of the contributors to this discussion will be presenting at the Purposeful Planning Institute’s <a href="https://purposefulplanninginstitute.com/Rendezvous/rendezvous2015_breakout_sessions.html" target="_blank" style="text-decoration: none; color: rgb(54, 78, 126); border: 0px solid rgb(170, 170, 170); border-radius: 3px; font-weight: 400; font-size: 12px; padding: 1px 3px; background-color: rgb(233, 233, 233);">Annual Rendezvous,</a> August 5-7, 2015, in Broomfield, Colorado.</em></div>
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Why Financial Advisors Cannot Ignore Clients’ Philanthropic Goals - Part Onehttps://personalphilanthropy.postach.io/post/why-financial-advisors-cannot-ignore-clients-philanthropic-goals-part-one2021-05-30T22:30:16.974000Z2015-07-25T17:34:19ZSteven Meyers<div>
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<div><a href="http://www.cegworldwide.com/resources/expert-team/174-cg-ear-financial-advisors-cant-ignore-clients-philanthropic-goals-prt01"><span style="color: rgb(107, 28, 50);"><span style="font-size: 22px;"><b>The state of charitable giving today, and how to incorporate it into your practice</b></span></span></a></div>
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<div>A roundtable interview in the good company of Tim Belber, Phil Cubeta, Randy Fox, me and John A Warnick. </div>
<div><a href="http://www.cegworldwide.com/resources/expert-team/174-cg-ear-financial-advisors-cant-ignore-clients-philanthropic-goals-prt01">http://www.cegworldwide.com/resources/expert-team/174-cg-ear-financial-advisors-cant-ignore-clients-philanthropic-goals-prt01</a></div>
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<div style="font-size: 17px; color: rgb(107, 28, 50);"><span style="font-weight: 600;">Key Takeaways:</span></div>
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<li style="font-size: 17px; color: rgb(107, 28, 50);"><span style="color: rgb(98, 16, 38);"><span style="font-size: 13px;">As record numbers of boomers approach retirement age, their focus shifts to distribution of assets rather than accumulating wealth. Are your clients’ heirs prepared to receive it</span></span></li>
<li style="font-size: 17px; color: rgb(107, 28, 50);"><span style="color: rgb(98, 16, 38);"><span style="font-size: 13px;">Affluent millennials look for ways to have impact rather than just give away dollars</span></span></li>
<li style="font-size: 17px; color: rgb(107, 28, 50);"><span style="color: rgb(98, 16, 38);"><span style="font-size: 13px;">If you try to profit from the generosity of others, you are likely to fail. However, if you want to leverage your talents as an advisor by working with those who are generous, then you can become a magnet for some of the best, wealthiest and best-connected people in your community.</span></span></li>
<li style="font-size: 17px; color: rgb(107, 28, 50);"><span style="color: rgb(98, 16, 38);"><span style="font-size: 13px;">The most effective philanthropy needs to be driven not by balance but by three things: head, heart and mind.</span></span></li>
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<div><em>READER NOTE: Many of the contributors to this discussion will be presenting at the Purposeful Planning Institute’s <a href="https://purposefulplanninginstitute.com/Rendezvous/rendezvous2015_breakout_sessions.html" target="_blank" style="text-decoration: none; color: rgb(54, 78, 126); border: 0px solid rgb(170, 170, 170); border-radius: 3px; font-weight: 400; font-size: 12px; padding: 1px 3px; background-color: rgb(233, 233, 233);">Annual Rendezvous,</a> August 5-7, 2015, in Broomfield, Colorado.</em></div>
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Steve Leimberg on Personalized Philanthropy and the Killer Appshttps://personalphilanthropy.postach.io/post/steve-leimberg-on-personalized-philanthropy-and-the-killer-apps2021-05-30T22:30:06.588000Z2015-06-14T16:47:55ZSteven Meyers<div><span style="font-size: 18px;">Steve Leimberg on Personalized Philanthropy</span></div>
<div>About the Author - Steve Leimberg</div>
<div>
<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/f197748f-5c10-434a-9be8-b898185c2434/3529bc51-6d3c-4a4a-b163-a457b3471a51.jpg" style="height: auto;"/></div>
<div>Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, President of Leimberg Associates, Inc., a publishing and software company in Bryn Mawr, Pennsylvania, and Publisher of <a href="http://www.leimbergservices.com/">Leimberg Information Services, Inc.</a> (LISI )which provides e-mail based news, opinion, and information for tax professionals.</div>
</div>
<div>Review originally appeared in <b>LISI</b> Charitable Planning Newsletter (June, 2015) at <a href="http://www.leimbergservices.com/">http://www.leimbergservices.com</a> Copyright 2015 Leimberg Information Services, Inc.</div>
<div><b>HOPE THIS HELPS YOU HELP OTHERS MAKE A POSITIVE DIFFERENCE!</b></div>
<div>--</div>
<div><b>EXECUTIVE SUMMARY:</b></div>
<div>The author of this groundbreaking book, <b>Steven L. Meyers, PhD</b>, is vice president of <b>The Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science.</b> His book <b>Personalized Philanthropy</b>, may well revolutionize the way charities raise large amounts of money in the future. His outside-the-box mind makes possible the previously un-imagined.</div>
<div><br/></div>
<div><b>COMMENT:</b></div>
<div>I usually bend over a page in a book when I want to come back to (or steal) an idea or concept. When I finished reading this book, almost every page was bent over – most with X’s to high light concepts I wanted to share with others.</div>
<div><br/></div>
<div>Let me put it another way:</div>
<div>THE SMARTEST MAN IN THE WORLD</div>
<div>As I was growing up, my father repeatedly gave me lessons and told me stories that he hoped I’d learn from. Many times, he said to me,</div>
<div>"Only a fool learns from his <i>own</i> mistakes" and followed that with...</div>
<div>"A wise man learns from the mistakes of <i>others</i>!" One day he told me of "The Smartest Man in the World."</div>
<div>"It wasn’t the man who created the cash box nor the man who invented the adding machine.</div>
<div>It was the man who put them both together and called it the cash register!</div>
<div><br/></div>
<div>It got me thinking about the new suitcase I own. How long was it that we moved clothing we were taking on a trip in a trunk and it took two people to grab it by the corners? And then, someone added leather handles. And years later, someone else added two wheels and an expandable handle and called it a suitcase (must have been an inventor attorney – the same person who invented the brief case). And then someone added four wheels! And I always wondered, why did it take so long to make these improvements and why were we so oblivious to what could be a blindingly simple, workable, and elegant solution?</div>
<div><br/></div>
<div>Steven Meyers takes readers interested in innovative philanthropy through this same thought process – shaking us and making us ask – over and over again – "It’s obvious! So why didn’t we see that solution – before?"</div>
<div><br/></div>
<div>Meyers shows us what’s wrong with our philanthropic large gift raising thinking – and empowers us to break out of the tyranny of the traditional. His book should be purchased – and read – over and over – by development officers, would be and current philanthropists – and by every estate and charitable planning attorney, CPA, insurance agent, financial planner, and wealth manager who is willing to work with an open mind and create what Meyers calls "The right gift, for the right purpose, for the right donor." These are donor-focused (fully engaging with the donor’s needs or desires) integrated, full spectrum holistic gifts.</div>
<div><br/></div>
<div>Meyers three jaw-dropping simple/powerful moving beyond convention concepts of "Virtual Endowments," "Equity Gifts," and "Step-Up" gifts are game changers.</div>
<div>Here’s one example:</div>
<div>Most of us, when we purchase a home, don’t have all the cash necessary (or if we do, we may have a better alternative use for it) to plunk down the money and move in. So we obtain a mortgage and pay off the principle over time. We don’t have to wait 20 or 30 years to "move in."</div>
<div><br/></div>
<div>Meyers suggests that the same principle can be applied to a person who wanted to have a chair in her name, say at Villanova Law School, or have a library room named in her honor at, say at the Library at Fernandina Beach, Florida. Assume she could not – or did not want to - make the outright gift today of (let’s assume, $1,000,000) necessary to establish the endowment.</div>
<div>Suppose she <i>had</i> given the Villanova Law School or Fernandina Beach Library $1,000,000 today – and the charity had invested it – and withdrawn 5% each year as its "spending rate." It would have $50,000 a year to spend.</div>
<div><br/></div>
<div>Now suppose, going back to our real life example, the potential donor <i>didn’t</i> give $1,000,000 today – but instead committed to giving annual gifts equal to the <i>spending rate</i> of $1,000,000, i.e., she committed to giving $50,000 a year for the rest of her life. And she simultaneously committed to a "balloon gift" of $1,000,000 at her death (perhaps through assets she owned or maybe even better, funded with life insurance the charity would own on her life and that she would pay for).</div>
<div><br/></div>
<div>In other words we link two gifts ((1) a multiyear pledge for annual gifts based on the life expectancy of the donor in the amount of the spending rate the charity would have used had it received the endowment up front and (2) a separate pledge or contact to include a gift by bequest or life insurance contract of the original endowment amount) under an umbrella plan.</div>
<div><br/></div>
<div>Knowing that this irrevocable combination pledge will accomplish essentially the same overall benefit as an immediate gift of the lump sum, the Law School or Library could recognize and honor the donor <i>today</i> – and the donor would have the immediate pleasure of seeing and realizing with certainly the impact of her gift.</div>
<div><br/></div>
<div>So simple, so elegant, so workable! It’s like putting the cash box and the adding machine together and making a cash register – or putting four wheels and handles on a trunk and making it into a suitcase.</div>
<div><br/></div>
<div>Like so many concepts in this book, you’ll say to yourself, "Why didn’t we think of this – before?"</div>
<div><br/></div>
<div><b>CHAPTERS:</b></div>
<div>1: The Two Cultures of Fundraising: Crashing Your Matrix</div>
<div>2: Matrix-Killing Apps of Personalized Philanthropy</div>
<div>3: Radically Rethinking Endowment: Examples</div>
<div>4: Beyond Conventional Solicitation: Personalized Best Practices</div>
<div>5: Counting, Numbers, Value, and The Big Picture</div>
<div>6: Being the Change and Making Your Own Shift</div>
<div><b><br/></b></div>
<div><b>Personalized Philanthropy</b> can be ordered through</div>
<div>
<div><span style="font-size: 12px;"><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></span></div>
</div>
<div><br/></div>
Fixing the Flaw in the Business Modelhttps://personalphilanthropy.postach.io/post/fixing-the-flaw-in-the-business-model2021-05-30T22:30:12.650000Z2015-06-11T15:17:10ZSteven Meyers<div><span style="font-size: 18px;">Doing the right thing for charitable clients does <u>not</u> have to kill your business model.</span></div>
<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/4e65a2a0-9cb3-46cb-854f-9e4274d15d2d/02dcbf13-378b-4348-9939-6e7781a2af50.png" style="height:auto;"/></div>
<div><span style="font-size: 14px;">See the story here or visit the CEG-Worldwide Elite Advisor Report website</span></div>
<div><span style="font-size: 14px;">Personalized Philanthropy: Fixing the Flaw in Your Business Model</span></div>
<div><span style="font-size: 14px;"><a href="http://www.cegworldwide.com/resources/expert-team/167-cg-steven-meyers-personalized-philanthropy-fixing-the-flaw-prt01">Part 1</a> <a href="http://www.cegworldwide.com/resources/expert-team/168-cg-steven-meyers-personalized-philanthropy-fixing-the-flaw-prt02"/></span><span style="font-size: 14px;"><a href="http://www.cegworldwide.com/resources/expert-team/168-cg-steven-meyers-personalized-philanthropy-fixing-the-flaw-prt02">Part 2.</a></span></div>
<div> </div>
<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/4e65a2a0-9cb3-46cb-854f-9e4274d15d2d/8bce6d9e-6cf1-40c5-81b2-95f2a59d8dce_orig.pdf" target="_blank">Download PDF</a></div>
<div><br/></div>
Bruce Bigelow in Partnership for Philanthropic Planning [PPP]https://personalphilanthropy.postach.io/post/bruce-bigelow-in-partnership-for-philanthropic-planning-ppp2021-05-30T22:30:07.457000Z2015-06-09T18:03:19ZSteven Meyers<div><b><span style="font-size:16.0pt;mso-bidi-font-size:36.0pt; font-family:Calibri;mso-bidi-font-family:Calibri"> </span></b><a href="https://pppphilanthropy.wordpress.com/"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/6e5871d6-bbea-424f-b07d-525009b0a9a5/0cecb0aa-b964-48a4-8b48-1dc3c50100e2.png" width="621" style="height:auto;"/></a></div>
<div><b>A Must-Read: Steve Meyers on Personalized Philanthropy</b></div>
<div>Posted on <b>May 28, 2015</b>; Reviewed by Bruce Bigelow</div>
<div><br/></div>
<div style="text-align: center"><b><span style="font-size: 18px;">"Should result in bigger and better gifts, in</span></b></div>
<div style="text-align: center"><b><span style="font-size: 18px;">more engaged donors, and in richer relationships over many years."</span></b></div>
<div><br/></div>
<div>Personalized philanthropy is the fundamental principle of Steve Meyers’ new book, <i><a href="http://amzn.com/1938077679">Personalized Philanthropy—Crash the Fundraising Matrix</a></i> (<a href="http://bit.ly/personalized-philanthropy">CharityChannel Press</a>).</div>
<div><br/></div>
<div>As he so aptly suggests, just as holistic medicine has moved to treat the entire person over a lifetime, so should holistic philanthropy characterize the new paradigm of charitable fundraising. Steve encourages us to move beyond transactional fundraising, in which we focus on the institutional needs of the moment, to a process in which we engage our donors in building a life plan for their philanthropic aspirations. We should move, he posits, from fundraising as negotiation to fundraising as collaboration, in which the donor is a partner in an on-going, sometimes unpredictable but fully organic process.</div>
<div><br/></div>
<div>Steve presents us with three new ways of thinking about fundraising, all of which should result in <b>bigger and better gifts</b>, in more engaged donors, and in richer relationships over many years.</div>
<div><br/></div>
<div>· First, he suggests a new organizational paradigm, in which all fundraising staff are engaged with donors and the traditional silos of annual fund, major gifts and planned giving, should no longer determine who acts and how we interact with donors. All members of the development staff should see their associations with donors as part of the evolving life-long process; everyone should understand the on-going conversation with the donor; and everyone should be aware enough of the range of giving opportunities (even though the technical aspects of some of those options may remain the purview of experts) to keep the donor conversation going over time.</div>
<div><br/></div>
<div>· Second, he calls us to adopt new processes, especially in the ways we count, report, and acknowledge gift commitments. When Steve and I served together on the PPP Task Force on Counting and Reporting Gifts, we, along with our colleagues from around the country, developed a new perspective on counting that focused on the donor and on building transparency into the reporting process. Steve views this new counting process as so fundamental to his new ways of thinking that he reproduces the entire PPP report as an appendix to his narrative. More and more, this new paradigm has come to characterize fundraising campaigns, and Steve’s continued eloquent focus will move the process still further toward universal acceptance.</div>
<div><br/></div>
<div>· Finally, he gives us a set of three new and quite flexible techniques, his "killer apps." These new ways of thinking about donor commitments allow us as fundraisers to work with donors in new ways, to help donors to realize their long-term objectives even as we work with short-term resource limitations. These "apps" are by no means exhaustive, but they demonstrate in concrete and easy to understand ways how personalized philanthropy can work for the betterment of all.</div>
<div><br/></div>
<div>Steve gives us practical tools and a clear conceptual model. His book is, as a result, both an inspiration and a guidebook. His suggestions build on his own significant experience and his understanding of the new trends in charitable fundraising. Even though my own philosophical approach to fundraising closely mirrors Steve’s, he reminds me of why I find myself drawn to personalized philanthropy and how I can enhance the relationships with donors. We can all learn from his insights, and in the process become more effective fundraisers and build more meaningful relationships with our donors.</div>
<div><br/></div>
<div><b>About the Author:</b></div>
<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/6e5871d6-bbea-424f-b07d-525009b0a9a5/502809a1-8ae6-40fd-b74d-3e5c458984bc.png" style="height: auto;"/></div>
<div> Bruce Bigelow is founding partner of Charitable Development Consulting, LLC, and a leader in the gift planning profession for 30+ years. He was a co-founder and president of the Chesapeake Planned Giving Council. He has served as NCPG (now PPP) conference chair and chair of the Research Committee. He has supervised two national gift planning research efforts. Bigelow was chair and chief author of PPP’s Guidelines for Counting and Reporting Charitable Gifts. </div>
FRDNY: Going to NY. Even if I have to walk.https://personalphilanthropy.postach.io/post/frdny-going-to-ny-even-if-i-have-to-walk2021-05-30T22:30:14.168000Z2015-05-18T13:54:26ZSteven Meyers<div>Well, I been East. And I’ve been out West. But I'm not going to rest, till I get to New York.</div>
<div>Fundraising Day in New York! <i>Even if you have to walk.</i></div>
<div>View the amazing <b><a href="http://www.nycafp.org/events/fund-raising-day/program">program line-up</a></b> for June 12th … and <b><a href="https://netforum.avectra.com/eWeb/DynamicPage.aspx?Site=nycafp&WebCode=EventDetail&evt_key=c0fcea00-ca79-4eb9-b520-277cfa519e00">register </a></b><b><a href="https://netforum.avectra.com/eWeb/DynamicPage.aspx?Site=nycafp&WebCode=EventDetail&evt_key=c0fcea00-ca79-4eb9-b520-277cfa519e00">today</a></b><b>.</b></div>
<div>The <a href="http://www.nycafp.org/events/fund-raising-day/program#ADVFUND">Advanced Fundraising</a> track is worth a special look. Here’s my session.</div>
<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/5e2bd741-cc6b-4aec-ab1d-16a2b72a66bd/2f03e8cd-6e4b-4d67-8f5e-a20849d49776.jpg" style="height:auto;" width="453"/></div>
<div>You’ll Learn To:</div>
<ul>
<li>Profile four donors you encounter every day to better fine tune and personalize your gift designs</li>
<li>Apply three killer apps of personalized gift design that can help you raise more money</li>
<li>Revise your definition of philanthropy to one that works for both fundraisers and donors</li>
</ul>
<div><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></div>
<div><br/></div>
<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/5e2bd741-cc6b-4aec-ab1d-16a2b72a66bd/c93297ad-ccaa-43db-8d9c-79fb74bdfc9b.png" style="height: auto;"/></div>
<div><i>Personalized Philanthropy: Crash the Fundraising Matrix</i></div>
<div><i>Engaging donors for impact and recognition now.</i></div>
<div><i>We can show you how.</i></div>
<div><br/></div>
<div>Charity Channel <a href="http://bit.ly/personalized-philanthropy">http://bit.ly/personalized-philanthropy</a></div>
<div>Use order code <b>personalized-philanthropy </b>for a 25% discount and free shipping</div>
Matrix crashing at FRDNY: in by 9/out by 5https://personalphilanthropy.postach.io/post/matrix-crashing-at-frdny-in-by-9-out-by-52021-05-30T22:30:06.858000Z2015-05-13T21:00:11ZSteven MeyersMatrix crashed: in by 9/out by 5
<div>
<div style="outline: none 0px; margin-left: auto; margin-right: auto; padding-bottom: 5px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/e4b09bbf-3b48-4a95-88f3-42dd4a0057f1/896d6500-8f66-4f80-9e34-05fb17558d39.jpg" style="outline: none 0px; border: medium none; width: 266px; display: block; height: auto;"/></div>
<h3 style="outline: none 0px; margin: 0px; padding: 0px; font-size: 14px; color: rgb(6, 82, 156); font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">Please join me at </h3>
<h3 style="outline: none 0px; margin: 0px; padding: 0px; font-size: 14px; color: rgb(6, 82, 156); font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">Fundraising Day in New York 2015</h3>
<p style="outline: none 0px; font-size: 12px; color: rgb(102, 102, 102); margin: 0px; padding: 0px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">Learn about Fundraising Day in New York 2015. <a style="outline: none 0px; color: rgb(3, 79, 146); font-weight: bold;" href="http://www.nycafp.org/events/fund-raising-day-new-york">View now></a></p>
<p style="outline: none 0px; font-size: 12px; color: rgb(102, 102, 102); margin: 0px; padding: 0px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><br/></p>
<p style="outline: none 0px; font-size: 12px; color: rgb(102, 102, 102); margin: 0px; padding: 0px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">It's a privilege and a genuine hoot to be presenting in the advanced track of AFP's fabulous FRDNY!</p>
<p style="outline: none 0px; font-size: 12px; color: rgb(102, 102, 102); margin: 0px; padding: 0px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">Here's the program. </p>
<p style="outline: none 0px; font-size: 12px; color: rgb(102, 102, 102); margin: 0px; padding: 0px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><br/></p>
<div style="outline: none 0px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><strong style="outline: none 0px;">Advanced Fundraising Track</strong></div>
<p style="outline: none 0px; font-size: 12px; color: rgb(102, 102, 102); margin: 0px; padding: 0px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"/>
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<div style="outline: none 0px; font-family: Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">
<div style="outline: none 0px;">8:45-10am</div>
<div style="outline: none 0px;">Personalized Philanthropy: Crash Your Fundraising Matrix</div>
<div style="outline: none 0px;"> </div>
<div style="outline: none 0px;">Donors seeing the term "personalized philanthropy" might wonder, "What are they talking about? Isn’t ALL philanthropy was personalized." But the truth is this is not the case. Steve Meyers shows you how conventional best practices of the fundraising matrix are hobbling philanthropy and introduces you to some new ideas on how to restore creativity to your own gift practice as a gift officer, advisor or philanthropist.</div>
<div style="outline: none 0px;"> </div>
<div style="outline: none 0px;">You’ll Learn To:</div>
<ul style="outline: none 0px; font-size: 12px; color: rgb(102, 102, 102);">
<li style="outline: none 0px;">Profile four donors you encounter every day to better fine tune and personalize your gift designs</li>
<li style="outline: none 0px;">Apply three killer apps of personalized gift design that can help you raise more money</li>
<li style="outline: none 0px;">Revise your definition of philanthropy to one that works for both fundraisers and donors</li>
</ul>
<div style="outline: none 0px;">Speaker:<strong style="outline: none 0px;">Steven L. Meyers</strong>, Ph.D., Vice President, Center for Personalized Philanthropy, American Committee for the Weizmann Institute of Science</div>
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<div style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);"><span style="font-size: 12px;"><span style="color: rgb(102, 102, 102); font-family: verdana, arial, helvetica, sans-serif;"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></div>
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<div style="padding: 7.5px 0px;"><span style="color: rgb(51, 51, 51);"><span style="font-family: 'Open Sans', helvetica, sans-serif;"><span style="font-size: 12px;"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/e4b09bbf-3b48-4a95-88f3-42dd4a0057f1/7b8367f4-2c36-44e7-b1e8-2898f2e03f6e.png" hspace="9" align="left" width="58" style="vertical-align: middle; border: 0px; height: auto;" height="80"/></span></span></span></div>
<div style="padding: 7.5px 0px;">
<div><span style="color: rgb(51, 51, 51);"><span style="font-family: 'Open Sans', helvetica, sans-serif;"><i><span style="font-size: 12px;"><span style="font-family: arial, sans-serif;"><span style="color: rgb(34, 34, 34);">Personalized Philanthropy: Crash the Fundraising Matrix</span></span></span></i></span></span>
<div>
<div><span style="font-size: 12px;"><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></span></div>
<div><span style="font-size: 12px;"><span style="font-style: normal; font-variant: normal; font-weight: normal; font-family: Helvetica; color: rgb(50, 51, 51);">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></span></div>
</div>
</div>
<div><span style="font-size: 12px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
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AFP's “Advancing Philanthropy” Discovers Grail of Fundraisinghttps://personalphilanthropy.postach.io/post/afp-s-advancing-philanthropy-discovers-grail-of-fundraising2021-05-30T22:30:07.214000Z2015-04-11T01:58:45ZSteven Meyers<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/355ef676-1e66-496f-b599-439b364d8333/3a03901d-1211-41f4-9dd8-5e9aeab13247.png" style="height:auto;" alt="page1image35064" width="194.6875" height="144.644200"/></div>
<div><span style="font: 15.0px Helvetica; color: #a4ae4d">The grail of fundraising is exactly this chaining together of donors’ current and future gifts</span> <span style="font-style: normal; font-variant: normal; font-weight: normal;"><span style="font-size: 15px;"><span style="font-family: 'Gotham Light';"><span style="color: rgb(164, 174, 77);">and capacities for giving in such a way that </span></span></span></span><span style="font-size: 15px;"><span style="font-family: 'Gotham Light';"><span style="color: rgb(164, 174, 77);">their overall philanthropic program not only supports charitable organizations’ current needs but also secures the future needs of the organizations they care most about.</span></span></span></div>
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<div><i><b>Myth-</b></i><i><b>Busted - </b></i>AFP’s Spring 2015 Edition of Advancing Philanthropy asked "Isn't all philanthropy personalized?" That is what most people think, but it is usually not the case. <i>Personalized Philanthropy: Crash the Fundraising Matrix</i> busts this myth and a host of other "best practices" of conventional fundraising. If you’re an AFP-er, you can find it online here <a href="http://www.nxtbook.com/nxtbooks/afp/ap_2015spring/">http://www.nxtbook.com/nxtbooks/afp/ap_2015spring/</a> on page 40, or if not, download the pdf after the jump. It's a great primer on personalized philanthropy.</div>
<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/355ef676-1e66-496f-b599-439b364d8333/e08dec5a-fd3a-4e14-a832-2051c0495cb5_orig.pdf" target="_blank">Download PDF</a></div>
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<div><span style="font-size: 12.8px;"><span style="font-family: arial, sans-serif;"><span style="background-color: rgb(255, 255, 255);"><span style="color: rgb(34, 34, 34);">dnochlin@imca.org</span></span></span></span></div>
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Why Philanthropy Should Matter to Advisors, by Tim Belberhttps://personalphilanthropy.postach.io/post/why-philanthropy-should-matter-to-advisors-by-tim-belber2021-05-30T22:30:12.666000Z2015-04-09T10:56:00ZSteven Meyers<div>
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<div><span style="color: rgb(38, 36, 123);"><span style="font-size: 23px;"><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;">Soon to be a Classic: <a href="http://www.cegworldwide.com/resources/expert-team/151-cg-timothy-belber-philanthropy-should-matter-to-advisors">Why Philanthropy Should Matter to Advisors</a></span></span></span></div>
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<div style="color: rgb(107, 28, 50); font-family: myriad-pro, Arial, Helvetica, sans-serif; font-weight: bold;"><span style="font-size: 17px;">Four essential conversations advisors should be having with clients ASAP</span></div>
<div><font color="#797979" face="myriad-pro, Arial, Helvetica, sans-serif"><b>[I am delighted to share Tim’s essay, which I believe is destined to become a classic. It first appeared on CEG Elite Advisor Reports. See the original online <a href="http://www.cegworldwide.com/resources/expert-team/151-cg-timothy-belber-philanthropy-should-matter-to-advisors">here</a>. ~Steve Meyers]</b></font></div>
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<h5 style="margin: -2px 0px 14px; font-size: 13px; font-family: myriad-pro, Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">By Timothy Belber</h5>
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<h4 style="margin: 0px 0px 4px; font-size: 17px; font-weight: 600; color: rgb(107, 28, 50);">Key Takeaways:</h4>
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<li style="padding: 0px 0px 4px 9px; font-size: 13px; background-image: url(http://www.cegworldwide.com/css/img/bullet-red.gif); color: rgb(98, 16, 38); background-position: 0px 8px; background-repeat: no-repeat no-repeat;">Many advisors greatly underestimate their clients’ interest in philanthropy.</li>
<li style="padding: 0px 0px 4px 9px; font-size: 13px; background-image: url(http://www.cegworldwide.com/css/img/bullet-red.gif); color: rgb(98, 16, 38); background-position: 0px 8px; background-repeat: no-repeat no-repeat;">Studies show less than half of HNW clients are satisfied with the philanthropic conversations they have with advisors.</li>
<li style="padding: 0px 0px 4px 9px; font-size: 13px; background-image: url(http://www.cegworldwide.com/css/img/bullet-red.gif); color: rgb(98, 16, 38); background-position: 0px 8px; background-repeat: no-repeat no-repeat;">Helping clients with philanthropic planning gives you an emotional connection with current (and future) generations that goes far beyond traditional tax, investing and insurance. It can also help you retain AUM.</li>
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<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">To many advisors, philanthropy is at best a tax strategy or a "check off the box" conversation. It should be far more important to advisors. It certainly is to high-net-worth (HNW) families. As <a style="text-decoration: none; color: rgb(54, 78, 126); border: 0px solid rgb(170, 170, 170); border-top-left-radius: 3px; border-top-right-radius: 3px; border-bottom-right-radius: 3px; border-bottom-left-radius: 3px; background-color: rgb(233, 233, 233); font-weight: 400; font-size: 12px; margin: 0px; padding: 1px 3px; display: inline-block; font-style: italic;" href="http://www.tpi.org/sites/files/pdf/us_trust_study_of_the_philanthropic_conversation_2013_final_report.pdf">The Philanthropic Initiative 2013 Study on the Philanthropic Conversation</a> found:</p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><em>Advisors and clients disagree about the focus of their philanthropic conversations. Advisors believe their philanthropic discussions are equally balanced between their clients’ personal goals/interests and technical topics, but most HNW consumers say their advisors primarily focus on the technical aspects of giving, including tax consequences. HNW consumers want advisors to adopt a more balanced approach, focusing on both their personal passions/charitable interests and technical topics. Less than half of HNW consumers are fully satisfied with the philanthropic conversations they have with advisors, likely influenced by this disparity in advisor focus and client desires.</em></p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">I can tell you from experience that creating a more satisfying experience with families around philanthropy generates real benefits for financial advisors. First, you are connecting with your clients at an emotional level far beyond the traditional tax/investing/insurance premiums level. Second, being involved in true family philanthropy creates the opportunity to get to know and work with the coming generations. Done correctly, a family philanthropy program can be empowering for all family members. Third, as you become involved with your client’s philanthropic interests you will find yourself meeting, on a very favorable nontechnical basis, other families similar to your client. Last, creative philanthropy, as we’ll see, can actually help you retain AUM or implement other financial strategies.</p>
<h5 style="margin: 0px 0px 2px; font-size: 15px; color: rgb(98, 16, 38); padding-bottom: 3px; font-family: myriad-pro, Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">Four essential conversations</h5>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">How does it start? I have found four conversations useful in helping families think about philanthropy.</p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><strong>1. The Legacy Conversation</strong><br/>
Legacy is a word that means different things to different people. The definition I use with clients is simple:</p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><em>What do you want (your children/grandchildren/someone) to feel, think and say when they hear your name?</em></p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">That leads to the next questions:</p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><em>How does your current approach to philanthropy support your Legacy Statement? Should we explore ways to better align those two?</em></p>
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<strong style="font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">2. The Gratitude Conversation</strong><br style="font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"/>
<span style="font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961); background-color: rgb(255, 255, 255);">I often hear statements such as "My children/grandchildren don’t appreciate what they have!" or "I wish my children were more grateful for what I have given them."</span>
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<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">In <a style="text-decoration: none; color: rgb(54, 78, 126); border: 0px solid rgb(170, 170, 170); border-top-left-radius: 3px; border-top-right-radius: 3px; border-bottom-right-radius: 3px; border-bottom-left-radius: 3px; background-color: rgb(233, 233, 233); font-weight: 400; font-size: 12px; margin: 0px; padding: 1px 3px; display: inline-block; font-style: italic;" href="http://www.jamesgrubman.com/publications/strangers-in-paradise.html">Strangers in Paradise,</a> Dr. James Grubman lays out an interesting reason that so many wealth earners make this complaint: It’s for the same reason I cannot appreciate the freedoms of living in the United States nearly as much as someone who emigrates here from Cuba or North Korea does.</p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">Children (and often grandchildren) of wealth holders do not appreciate what they have for the very same reason we do not appreciate so many things in life: We are born into them.</p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">If you were born in the United States, or in almost any modern country, you take things like electricity, plumbing and the telephone for granted. You have probably had them for your entire life. On the other hand, someone who emigrates from a small remote village in Africa to the United States will marvel at the flush toilet. He or she will look at you and me and say, "You don’t appreciate what you have!"</p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><strong>Family philanthropy</strong> can be a way of bringing gratitude to life. A simple gratitude exercise (name three things you are grateful for today) followed by a conversation about how you can express that gratitude through philanthropy is an eye-opening experience for families.</p>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);"><strong>3. The Sustainability Conversation</strong><br/>
HNW families enjoy life in many different ways. Being mindful of what it takes to have and sustain that world is another entry point into meaningful family philanthropy. The opening question is, "What about your world today do you want your family to enjoy for future generations?" This is followed by the questions, "Have you ever considered what it will take to sustain that?" and "Have you discussed this with your children?"</p>
<h5 style="margin: 0px 0px 2px; font-size: 15px; color: rgb(98, 16, 38); padding-bottom: 3px; font-family: myriad-pro, Arial, Helvetica, sans-serif; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">Real-world example</h5>
<p style="margin: 0px 0px 16px; font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961);">The best example I have seen is a family vacation home in a ski resort community. Most families are not mindful of what it takes for them to fly in, enjoy the mountain, eat great food and have an overall wonderful experience. It requires a lot of people who also want good housing, educational opportunities for their children and good health care. Keeping the environment of the mountain pristine is also critical to the experience. Sustaining the family’s overall mountain experience for coming generations requires a commitment from the family to support organizations in the resort community, such as a local scholarship foundation or various environmental philanthropies. I’ve seen families base most of their philanthropic giving around this idea because they see philanthropy as more of a two-way street with returns flowing back to them instead of the old one-way street benefiting the charity alone.</p>
<div style="margin: 0px 0px 16px;"><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;"><strong>4. The Preparing-Heirs Conversation</strong></span>
<div><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;">It is often a wake-up call for wealth owners when you ask them what is being done to prepare their heirs to receive assets. Philanthropy offers an opportunity to <strong>ease into</strong> the bigger conversations around wealth and its role in the lives of family members. It can also help restore and support family relationships.</span></div>
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<div><span style="font-weight: 600;"><span style="font-size: 15px;"><span style="color: rgb(98, 16, 38);">Personalized Philanthropy</span></span></span></div>
<div><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;">In his new book, <em><a href="http://amazon.com/author/stevenmeyers">Personalized Philanthropy and the Four Donors</a>,</em> Dr. Steve Meyers outlines several new approaches to creating impactful philanthropy based on donor goals rather than institutional needs. Having a grasp of his concepts can lead to great results for advisors, donors and charities. Here is a quick example from my own experiences (with names changed).</span></div>
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<p style="color: rgb(0, 0, 0); font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">I met with Pete, a longtime client, to discuss the agenda for our next family meeting. The primary topic was philanthropy and understanding how you uncover your own philanthropic capacity. This was a good-size family: parents (mid 60s), three married children and ten grandchildren. They had a significant family net worth in the range of $750M, mostly illiquid with good cash flow. They had a liquidity event on the horizon, but not anytime soon. I’ve done planning, education, life insurance and a variety of things for them over the past 15 years.</p>
<p style="color: rgb(0, 0, 0); font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">After reviewing my proposed agenda, I asked the family patriarch, Pete, what his current thoughts on philanthropy were. He said one of his dreams was to endow a chair at his alma mater, a great engineering school. I asked what that required, and he replied it would take between $1.5 million and $5 million, depending on the chair. Prior to learning about Dr. Meyers’ ideas, my response would have been that we should add that sum into how we plan for the liquidity event.</p>
<p style="color: rgb(0, 0, 0); font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">But I asked Pete if he was familiar with the "spend rate" on endowments. He said he was and that he understood it to be between 4 percent and 5 percent. I was surprised he knew about spend rate, and he commented it was because of the number of boards he sits on. So I laid out the idea of a virtual endowment with annual gifts of $60,000 to $70,000, followed by a "completion gift" from the liquidity event or from his estate—all formalized in a "pledge agreement."</p>
<p style="color: rgb(0, 0, 0); font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">Pete loved the idea and said it would give him "great joy" to be able to see a chair from his family sooner rather than later. He was able to hold onto the principal in an investment account while getting the satisfaction, impact and recognition he desired.</p>
<p style="color: rgb(0, 0, 0); font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">Pete is setting up lunch for the foundation president and me to talk about the power of alternative strategies to improve giving and donor satisfaction. He also wants to talk about some of the other causes he is involved with to see how I may be able to help donors to those causes.</p>
<p style="color: rgb(0, 0, 0); font-family: myriad-pro, Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">To me, this underscores the importance of financial planners, estate planners and other family advisors gaining an understanding of family philanthropy in general and personalized philanthropy in particular. It is putting me in front of the families I want to talk to and is helping important causes sustain the vital work they do.</p>
<div style="font-size: 16px; text-align: justify; color: rgb(0, 0, 0); font-family: myriad-pro, Arial, Helvetica, sans-serif; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">About the Author
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<div><i><span style="font-size: 12px;"><strong>Tim Belber,</strong> founder and principal of <a href="http://www.thealchemiagroup.com/" target="_blank" style="text-decoration: none; color: rgb(54, 78, 126); border: 0px solid rgb(170, 170, 170); border-radius: 3px; font-weight: 400; font-size: 12px; padding: 1px 3px; background-color: rgb(233, 233, 233);">The Alchemia Group</a> in Denver, focuses his practice on helping self-made families align the power of their financial assets with their long-term goals for flourishing as individuals and families across generations. Tim has degrees from the Wharton School and Seton Hall University School of Law and is an Accredited Estate Planner (AEP®). He is the author of the forthcoming book, The Middle Way: Using Balance to Create Successful Family Wealth Transition Plans.</span></i></div>
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<div><span style="font-family: myriad-pro, Arial, Helvetica, sans-serif;">There's more on personalized philanthropy ... See the article online <a href="http://www.cegworldwide.com/resources/expert-team/151-cg-timothy-belber-philanthropy-should-matter-to-advisors">here</a></span></div>
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Partner and Monetize: Staging Your Gift with Personalized Philanthropy (you really should read this)https://personalphilanthropy.postach.io/post/partner-and-monetize-staging-your-gift-with-personalized-philanthropy-you-really-should-read-this2021-05-30T22:30:11.762000Z2015-04-05T17:14:38ZSteven Meyers<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/73decdf7-f87f-4f1d-98d1-44295e781496/1863834c-4d09-4ef8-bbf6-e4f2b1370099.png" style="height:auto;" width="259"/></div>
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<div>The case Phil Cubeta makes for advisors to look into Personalized Philanthropy begins with self-interest (AUM) … and goes well beyond.</div>
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<p><a name="14c897d8fcad13ae_1" href="http://feedproxy.google.com/~r/GiftHub/~3/ya2k5sR-Cf4/why-charitable-gifts-of-non-cash-assets-the-business-case-for-investment-advisors.html?utm_source=feedburner&utm_medium=email" target="_blank" style="color: rgb(17, 85, 204); font-family: Arial, Helvetica, sans-serif; font-size: 18px;">Why Charitable Gifts of Non-cash Assets- The Business Case for Investment Advisors</a></p>
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<div><span style="font-size: 13px;"><span style="font-family: Georgia, Helvetica, Arial, sans-serif;"><strong>Philanthropy and AUM</strong></span></span></div>
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<p>Often investment advisors are held back in serving the client's philanthropy by the fear, partly justified, that the gifts to charity, if significant, will come at the expense of assets under management. As discussed<a href="http://www.gifthub.org/2015/04/boomer-business-owners-in-transition-an-historic-charitable-planning-opportunity.html" target="_blank" style="color: rgb(17, 85, 204);"> in a prior post</a>, however, we are on the cusp of a major historical opportunity to help Boomer business owners in transition from success to significance, and also greatly increase and retain assets under management.</p>
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The Grail Challenge: Go "Slightly Viral"https://personalphilanthropy.postach.io/post/the-grail-challenge-go-slightly-viral2021-05-30T22:30:06.406000Z2015-03-28T17:57:40ZSteven Meyers<div>
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<div><font color="#222222" face="arial, sans-serif" size="2"><font color="#222222" face="arial, sans-serif" size="2"><b>To go just "slightly viral" is our loftiest goal.</b> </font>Personalized Philanthropy will never be a mass phenomena, but many donors would embrace the grail challenge to have their impact and recognition start now, if they only knew they could. </font><span style="font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-size: 12px;"><span style="color: rgb(34, 34, 34);"><span style="font-family: arial, sans-serif;">If you have read Personalized Philanthropy, please m</span></span>ake your voice heard by writing <span style="color: rgb(34, 34, 34);"><span style="font-family: arial, sans-serif;">a review or comment. </span></span></span></div>
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<div><font color="#222222" face="arial, sans-serif" size="2">If you work in the fundraising software industry, the challenge is to bring the complete donor alive - the institutional-focus <i>and</i> the donor-focus. If you’re a gift officer, the challenge is to bring creativity back to your practice. If you are a financial or estate officer, your challenge is to go beyond the convention in your industry and "to do stuff," as the cleaned-up version has it. And if you’re a philanthropist, your challenge is simply to start it up, now.</font></div>
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<div><span style="color: rgb(51, 51, 51);"><span style="font-family: 'Open Sans', helvetica, sans-serif;"><i><span style="font-size: 12px;"><span style="font-family: arial, sans-serif;"><span style="color: rgb(34, 34, 34);">Personalized Philanthropy: Crash the Fundraising Matrix</span></span></span></i></span></span>
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<div><span style="font-size: 12px;"><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></span></div>
<div><span style="font-size: 12px;"><span style="font-style: normal; font-variant: normal; font-weight: normal; font-family: Helvetica; color: rgb(50, 51, 51);">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></span></div>
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<div><span style="font-size: 12px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
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Blue Screenhttps://personalphilanthropy.postach.io/post/blue-screen2021-05-30T22:30:06.589000Z2015-03-08T17:18:34ZSteven Meyers<div><div title="Page 28"><b><font face="Times New Roman">It’s Fundraising’s Blue Screen of Death</font></b></div></div>
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<div><b><font face="Times New Roman">Why Bother to Crash Your Matrix?</font></b></div>
<div><span style="font-family: 'Times New Roman';"><span style="font-size: 11pt;">As Morpheus says to Neo in the</span> <span style="font-size: 11pt;">fi</span><span style="font-size: 11pt;">rst episode of The Matrix,</span></span></div>
<div><span style="font-family: 'Times New Roman';"><span style="font-size: 11pt; font-style: italic;">Th</span><span style="font-size: 11pt; font-style: italic;">e Matrix is everywhere. It is all around us . . . . Unfortunately, no one can be told what the Matrix is. You have to see it for yourself.</span></span></div>
<div><span style="font-family: 'Times New Roman';"><span style="font-size: 15px;">But</span><span style="font-size: 15px;"> d</span><span style="font-size: 11pt;">on’t fall into the trap of thinking you are powerless to act. </span></span></div>
<div><b><span style="font-family: 'Times New Roman';">You can learn and act!</span></b></div>
<div><span style="font-family: 'Times New Roman';">When you have crashed your matrix, you can become a boundary-spanning gift officer. You can help lead your development office towards a holistic, donor-focused philanthropy system. You can learn to:</span></div>
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<li><span style="font-family: 'Times New Roman';">Rise above the culture war between institution-focused and donor-focused fundraising.</span></li>
<li><span style="font-family: 'Times New Roman';">Design and shape gifts to mesh compelling interests with compelling need.</span></li>
<li><span style="font-family: 'Times New Roman';">Deploy personalized philanthropy's three killer apps for good</span></li>
<li><span style="font-family: 'Times New Roman';">Realize the holy grail of fundraising: immediate donor impact, lifetime recognition and satisfaction</span></li>
<li><span style="font-family: 'Times New Roman';">Structure engagements utilizing a personalized gift design process to move beyond conventional solicitations.</span></li>
<li><span style="font-family: 'Times New Roman';">Make sense of your numbers for the people who count.</span></li>
<li><span style="font-family: 'Times New Roman';">Renew creativity in your own gift planning practice and help lead your development team to donor-focused giving</span></li>
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<div><span style="font-family: 'Times New Roman';"><span style="font-size: 11pt;">Just one donor’s excitement about this new way to give-with-impact-now can spark the change and be the catalyst for organization-wide awakening.</span></span></div>
<div><span style="font-family: 'Times New Roman';"><span style="font-size: 11pt;"><i>Buyer Beware</i>: Th</span><span style="font-size: 11pt;">roughout your reading you’ll have to keep in mind that it is somewhat inevitable that this book is as much bio as it is info. I hope you will enjoy this book and use it to crash through your own fundraising Matrix. It’s not so di</span><span style="font-size: 11pt;">ffi</span><span style="font-size: 11pt;">cult. You begin with yourself.</span></span></div>
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<div><span style="font-size: 14px;"><span style="font-family: 'Open Sans', helvetica, sans-serif;"><span style="color: rgb(51, 51, 51);"><i><span style="font-family: arial, sans-serif;"><span style="color: rgb(34, 34, 34);"><span style="font-size: 12.8000001907349px;">Personalized Philanthropy: Crash the Fundraising Matrix</span></span></span></i></span></span></span>
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<div><span style="font-size: 12px;"><span style="color: rgb(50, 51, 51);"><span style="font-family: Helvetica;">Charity Channel <a href="http://bit.ly/personalized-philanthropy"><span style="font-kerning: none; color: #2db18d">http://bit.ly/personalized-philanthropy</span></a></span></span></span></div>
<div><span style="font-size: 12px;"><span style="font-style: normal; font-variant: normal; font-weight: normal; font-family: Helvetica; color: rgb(50, 51, 51);">Amazon <a href="http://www.amazon.com/-/e/B00V510NSC"><span style="font-kerning: none; color: #2db18d">Personalized Philanthropy: Crash the Fundraising Matrix</span></a></span></span></div>
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<div><span style="font-size: 12px;"><span style="font-family: Verdana;"><span style="color: rgb(102, 102, 102);"><a href="http://amazon.com/author/stevenmeyers">amazon.com/author/stevenmeyers</a></span></span></span></div>
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Matrix has landed!https://personalphilanthropy.postach.io/post/matrix-has-landed2021-05-30T22:30:14.655000Z2015-03-02T18:18:50ZSteven Meyers<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/ae8b2219-de06-4178-9b1d-d61e5010ea54/548029a4-f86d-4aed-94a4-5b8c889ff165.png" style="height: auto;"/><br/></div>
<div>Using a metaphor of an imprisoning Matrix—the typical development office with its goals and deadlines—Steve Meyers has finally broken through the linguistic and strategic logjam to make sense of connecting donor and charities in a way that will, and already does at some organizations, change the way money is raised. </div>
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<div style="color: rgb(51, 51, 51); font-family: 'Open Sans', helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; padding: 7.5px 0px; background-color: rgb(255, 255, 255);"><i style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8000001907349px;">Personalized Philanthropy: Crash the Fundraising Matrix<br/>
Engaging donors for impact and recognition now.<br/></i><i style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8000001907349px;">We can show you how. </i></div>
<div style="color: rgb(51, 51, 51); font-family: 'Open Sans', helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; padding: 7.5px 0px; background-color: rgb(255, 255, 255);">
<div>Charity Channel <a href="http://bit.ly/personalized-philanthropy" target="_blank" style="color: rgb(46, 177, 141); text-decoration: none;">http://bit.ly/personalized-philanthropy</a><br/>
Use Order code <strong style="color: rgb(34, 34, 34); font-family: Tahoma, Arial, Helvetica, sans-serif; font-size: 12px;">personalized-philanthropy </strong>for a 25% discount and free shipping </div>
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Everyone has a plan, until they are punched in the facehttps://personalphilanthropy.postach.io/post/everyone-has-a-plan-until-they-are-punched-in-the-face2021-05-30T22:30:24.109000Z2015-02-19T16:15:06ZSteven Meyers<div><br/></div>
<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/a8fa3df1-3224-404b-900d-495ba647251f/b8eb9418-196f-43f1-9f63-85492b024b7a.jpg" width="183" style="height:auto;"/></div>
<div>What do donors have in common with Mike Tyson? What advice from donors do advisors frequently overlook? Investigate deep thoughts such as these, in the Three Pillars of Personalized Philanthropy.</div>
<div><a href="http://www.cegworldwide.com/resources/expert-team/152-ei-steven-meyers-personalized-philanthropy-and-the-four-donors-prt07" target="_blank" style="color: rgb(17, 85, 204); font-family: Calibri, sans-serif; font-size: 14.6666660308838px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">http://www.cegworldwide.com/resources/expert-team/152-ei-steven-meyers-personalized-philanthropy-and-the-four-donors-prt07</a><br/></div>
Coming Soon - the matrix crashing near you.https://personalphilanthropy.postach.io/post/coming-soon-the-matrix-crashing-near-you2021-05-30T22:30:17.501000Z2015-01-18T18:59:19ZSteven Meyers<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/5ae4134a-3056-4c7a-9268-6e2336b1a34e/fead0e91-104c-4976-99d1-05d4478d4129.jpg" style="height: auto;"/><br/></div>
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<div>I don’t usually talk about this, but I didn’t want you hearing about it from someone else, and you are certainly entitled to know.</div>
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<div>This book is actually happening soon. I don’t know when precisely, but it’s very soon. I saw the press it will be printed on. It exists; it’s almost ready, except for the Index.</div>
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<div>Friends, colleagues, and donors seeing my crazy ideas and presentations evolve had been telling me to write the book on blended giving, or if it’s more than that, whatever it is I’m calling it. It was, like, put up or shut up. Ship or go home.</div>
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<div>Look. We've done a lot of proof of concept and reality-testing over years and years. We’ve built a lot of gifts together that would not have happened otherwise. With impact and recognition beginning right away. Telling your story is only a beginning on thanking you.</div>
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<div>Isn’t all philanthropy <i>already</i> personalized? <i>No!</i> I laughed you off, but in the back of my mind, I thought: mmm. Should I write it? Could I? Would it matter? Then, Stephen Nill of Charity Channel Press, asked me to. I just couldn’t say no. Two years have passed since I began; it’s only just one year since I even told you, or anyone else, about it. </div>
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<div>And so, <i>Personalized Philanthropy</i> will begin crashing a matrix soon, hopefully near you. Ultimately, if you don’t ship your work, you didn’t do it. right?</div>
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<div><b><i>If you want to hear more about the book on personalized philanthropy, let me know. I’ll keep you posted as it’s happening. Let’s just see where this goes.</i></b></div>
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<div>Warmest regards,</div>
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<div>Steve</div>
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<div style="color: rgb(51, 51, 51); font-family: 'Open Sans', helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; padding: 7.5px 0px; background-color: rgb(255, 255, 255);"><i style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8000001907349px;">Personalized Philanthropy: Crash the Fundraising Matrix<br/>
Engaging donors for impact and recognition now.<br/></i><i style="color: rgb(34, 34, 34); font-family: arial, sans-serif; font-size: 12.8000001907349px;">We can show you how. </i></div>
<div style="color: rgb(51, 51, 51); font-family: 'Open Sans', helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; padding: 7.5px 0px; background-color: rgb(255, 255, 255);">
<div>Charity Channel <a href="http://bit.ly/personalized-philanthropy" target="_blank" style="color: rgb(46, 177, 141); text-decoration: none;">http://bit.ly/personalized-philanthropy</a><br/>
Use Order code <strong style="color: rgb(34, 34, 34); font-family: Tahoma, Arial, Helvetica, sans-serif; font-size: 12px;">personalized-philanthropy </strong>for a 25% discount and free shipping </div>
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Att: Nashville Cats! Major and planned gift officers. No one can tell you what the Matrix is. But you can find out for yourself. In Nashville. January 14, 2015.https://personalphilanthropy.postach.io/post/att-nashville-cats-major-and-planned-gift-officers-no-one-can-tell-you-what-the-matrix-is-but-you-can-find-out-for-yourself-in-nashville-january-14-20152021-05-30T22:30:19.763000Z2014-12-23T14:43:15ZSteven Meyers<div><br/></div>
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<div><font color="#222222" face="Tahoma, Arial, Helvetica, sans-serif" size="2"><span>Great line-up of authors and presenters and the blended audience of grant writers, major and planned gift officers is amazing. If you are in the Nashville area, let’s meet up.</span></font></div>
<div><span style="color: rgb(34, 34, 34); font-family: Tahoma, Arial, Helvetica, sans-serif; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; float: none; background-color: rgb(255, 255, 255);"><i><b>See the pdf flyer for details.</b></i></span></div>
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<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/7bc58585-3673-4ca2-9871-02cffd115aca/e9e3b061-bd2f-49e3-84e6-21ddcc78c314_orig.pdf" target="_blank">Download PDF</a></div>
Here’s a Chance to Crash Your Matrix on the Philantrepreneur Radio Showhttps://personalphilanthropy.postach.io/post/heres-a-chance-to-crash-your-matrix-on-the-philantrepreneur-radio-show2021-05-30T22:30:22.570000Z2014-12-15T16:50:14ZSteven Meyers<div><br/></div>
<div><a href="http://www.blogtalkradio.com/philantrepreneur/2014/12/17/dr-steven-meyers-personal-philanthropy-landscape"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/6e1d15f4-e7ff-4d7c-a6cf-b3471a53113f/6027be5e-31b0-441c-885e-24c1f0d88b43.png" width="250" style="height:auto;"/></a><br/></div>
<div>Here’s a link to the show on Wednesday, Dec. 17, 11 AM Eastern Time/8AM Pacific:</div>
<div><a href="http://www.blogtalkradio.com/philantrepreneur/2014/12/17/dr-steven-meyers-personal-philanthropy-landscape" target="_blank" style="color: rgb(17, 85, 204); font-family: Verdana; background-color: rgb(255, 255, 255);">http://www.blogtalkradio.com/philantrepreneur/2014/12/17/dr-steven-meyers-personal-philanthropy-landscape</a></div>
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<div><a href="https://cdn-files.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/6e1d15f4-e7ff-4d7c-a6cf-b3471a53113f/7c35bd64-aed2-4d17-ae75-920af3c7a5d2_orig.pdf" target="_blank">Download PDF</a></div>
How Personalized Philanthropy Can Benefit You and Your Clientshttps://personalphilanthropy.postach.io/post/how-personalized-philanthropy-can-benefit-you-and-your-clients2021-05-30T22:30:24.566000Z2014-11-18T18:24:33ZSteven Meyers<div>
<h1 style="background-color: white;"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/77bd3653-f3a6-4b85-aa68-e6751a8f481f/1db713fe-f55d-4657-917d-de65589e8985.png" alt="screenshot.png" style="font-size: 13px; height: auto;"/></h1>
<h1 style="background-color: white;"><font color="#333333" face="Century Gothic, sans-serif"><span style="font-size: 14px;">On November 4, 2014, I was so privileged to be interviewed about personalized philanthropy by Tim Belber for the Purposeful Planning Institute. Have a listen (mp3 file) and read their summary. Steve Meyers</span></font></h1>
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<h1 style="background-color: white;"><span style="color: rgb(51, 51, 51); font-family: 'Century Gothic', sans-serif;">How Personalized Philanthropy Can Benefit You and Your Clients</span><br/></h1>
<p style="background-color: white;"><strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Audio File: <a shape="rect" href="http://purposefulplanninginstitute.com/audio/PPC/2014/Meyers2014.mp3" target="_blank"><span style="color: rgb(154, 100, 53);">Download/Play Recording (MP3)</span><span style="color: rgb(154, 100, 53); text-decoration: none;"><br clear="none"/></span></a></span></strong><b><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);"><br clear="none"/>
<strong>Date:</strong></span></b><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);"> </span><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">November 4, 2014</span></p>
<p style="background-color: white;"><strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Guest Speaker: </span></strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Steven Meyers, Center for Personalized Philanthropy at American Committee for the Weizmann Institute of Science</span></p>
<p style="background-color: white;"><strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Downloads: </span></strong></p>
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<li style="color: rgb(51, 51, 51); background-color: white; background-position: initial initial; background-repeat: initial initial;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif;"><a shape="rect" href="http://purposefulplanninginstitute.com/wordpress/wp-content/uploads/2014/10/Personalized-Philanthropy-Meyers.pdf" target="_blank"><span style="color: rgb(154, 100, 53);">The Purposeful Platform of Personalized Philanthropy</span></a></span></li>
<li style="color: rgb(51, 51, 51); background-color: white; background-position: initial initial; background-repeat: initial initial;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif;"><a shape="rect" href="http://purposefulplanninginstitute.com/wordpress/wp-content/uploads/2014/10/Personalized-Philanthropy-and-Four-Donors-Meyers.pdf" target="_blank"><span style="color: rgb(154, 100, 53);">Personalized Philanthropy and the Four Donors</span></a></span></li>
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<p style="background-color: white;"><strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Summary: </span></strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">In this session Tim Belber, PPI Dean of Arts and Practice, leads an interactive conversation on personalized philanthropy with Steven L. Meyers, Vice President, Center for Personalized Philanthropy at The American Committee for the Weizmann Institute of Science.</span></p>
<p style="background-color: white;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">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. By using Steve’s concepts in conversations with client families, advisors of all types will be able to enhance and expand how families view and act around philanthropy.</span></p>
<p style="background-color: white;"><strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Important Points:</span></strong></p>
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<li style="color: rgb(51, 51, 51); background-color: white; background-position: initial initial; background-repeat: initial initial;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif;">Personalized philanthropy is a donor focused approach to philanthropic planning, versus a planning process that is driven by organizational needs and pre-determined giving styles and tools.</span></li>
<li style="color: rgb(51, 51, 51); background-color: white; background-position: initial initial; background-repeat: initial initial;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif;">Steven promotes a "radical rethinking" of the relationships between annual, major gifts and planned giving campaign managers and the donors that fall into those categories to move towards a giving that transcends these silos to serve the real interests of the donors.</span></li>
<li style="color: rgb(51, 51, 51); background-color: white; background-position: initial initial; background-repeat: initial initial;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif;">Three new tools that Steve has developed ("killer apps") are individually tailored virtual endowments, equity-building philanthropic mortgages and gifts that step-up their scale of impact over time. Together, they form the basis of a new discipline – a holistic practice that spans the traditional boundaries of financial and philanthropic planning.</span></li>
<li style="color: rgb(51, 51, 51); background-color: white; background-position: initial initial; background-repeat: initial initial;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif;">Steven has developed a series of 6 articles (<i>Personalized Philanthropy and the Four Donors</i>) that advisors can use to begin conversations about personalized philanthropy with their clients.</span></li>
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<p style="background-color: white;"><strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Reading Recommendation: </span></strong><em><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Personalized Philanthropy: Crash the Fundraising Matrix and Make the Real Shift to Donor-Focused Giving</span></em><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);"> </span><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">by Steven L. Meyers</span></p>
<p style="background-color: white;"><strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Purposeful Quote:</span></strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);"> Now is the time for you and your clients to think about exactly how are you going to connect that social capital you’ve created to real societal change.</span></p>
<p style="background-color: white;"><strong><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Introduction to Our Guest Speaker</span></strong></p>
<p style="background-color: white;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">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 the 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.</span></p>
<p style="background-color: white;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Steve joined the American Committee of the Weizmann Institute of Science in 1995 and now serves as Vice President of its Center of Personalized Philanthropy, as well as a member of its management team and total financial resource development strategy group. He holds a Masters Degree in Organization and Management from Antioch University and a Ph.D. from the University of Buffalo.</span></p>
<p style="background-color: white;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Steve has published in <em>The Journal of Gift Planning</em><i> </i>and speaks frequently at national and regional gift and financial planning events on donor-centered giving and "Planned Giving in the Big Picture." He is a contributing author for the Planned Giving Design Center, as well as for the Elite Advisor Forum of CEG International.</span></p>
<p style="background-color: white;"><span style="font-size: 10.5pt; font-family: 'Century Gothic', sans-serif; color: rgb(51, 51, 51);">Steve strongly believes in building a pioneering culture of teamwork and collaboration and most enjoys helping donors realize ways they can help make miracles happen at the Weizmann Institute and other organizations close to their hearts. He is the author of the book, <strong>Personalized Philanthropy Crash the Fundraising Matrix and Make the Real Shift to Donor-Focused Giving, and Personalized Philanthropy, </strong>and its companion monograph for donors, <strong>Personalized Philanthropy and the Four Donors: Parables for Radically Rethinking Your Philanthropy:</strong><b> </b><em><b>A New Conversation for donors, gift officers, and advisors.</b></em></span></p>
<p><span style="font-size: 10pt; font-family: Arial, sans-serif;">Your Partner In Success,</span></p>
<p><span style="font-size: 10pt; font-family: Arial, sans-serif;"> </span></p>
<p><span style="font-size: 10pt; font-family: Arial, sans-serif;">Julie Dorosz</span></p>
<p><span style="font-size: 10pt; font-family: Arial, sans-serif;">Purposeful Planning Institute </span></p>
<p><span style="font-size: 10pt; font-family: Arial, sans-serif;">(303) 256-6300 office; (866) 509-0498 fax</span></p>
<p><span style="font-size: 9pt; font-family: Verdana, sans-serif; color: rgb(101, 51, 51);"><a shape="rect" href="mailto:julie@purposefulplanninginstitute.com"><span style="color: rgb(101, 51, 51);">julie@purposefulplanninginstitute.com</span></a></span></p>
<p><span style="font-size: 9pt; font-family: Verdana, sans-serif; color: rgb(101, 51, 51);"><a shape="rect" href="http://www.purposefulplanninginstitute.com/"><span style="color: rgb(101, 51, 51);">www.purposefulplanninginstitute.com</span></a></span></p>
In the end, what can just 4 donors teach us about philanthropy?https://personalphilanthropy.postach.io/post/in-the-end-what-can-just-4-donors-teach-us-about-philanthropy2021-05-30T22:30:23.589000Z2014-09-23T20:32:59ZSteven Meyers<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/6057762f-fa75-4baa-9741-2865b91a0590/b38738a0-6a8a-4b39-a71d-0ba9c226f02d.jpg" /></div>
<div>Ultimately, the Four Children/donors is an all-inclusive trope: I’m in; I’m out; I haven’t thought about that question. In fact, I didn’t even know one could ask questions.</div>
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<div>- Steven Steinberg, in Personalized Philanthropy and the 4 Donors (part 6)</div>
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<div><a href="http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-6-6">http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-6-6</a></div>
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<div><em>Dear Reader,</em></div>
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<div><em>If you enjoy(ed) the series on the 4 donors, or even if you haven't, please let me know your thoughts about it at</em><em> </em><em><a href="http://cfga.pgdc.com/pgdc/mailto:Smeyers863@gmail.com">Smeyers863@gmail.com</a></em><em>. The opening note points out that at first blush the 4 donors might be confusing, because it attempts to solve a problem that many people (donors, gift officers, advisors) don't know they have. How (donors) can we arrange our gifts in such a way that our recognition and impact can begin now? Does it really have to be deferred or denied during our lifetime? Is it wrong or even wicked of us to seek this gratification in our lifetime. Basically, are you "in" or "out"? In fact, we didn't even know we could ask that question or even any questions at all. It seems to me in an important sense we are, each one of us, a donor "who does not know who to ask." How can philanthropy help lead us beyond the hierarchy of just ourselves, however enlightened, to thinking and consideration of the wider community beyond ourselves. Please share your thoughts on the series and on the dilemma it attempts to confront.</em></div>
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<div><em>With greatest appreciation,</em></div>
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<div><em>Steven L Meyers, Ph.D.</em></div>
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<div><a href="http://www.pgdc.com/g/steven-l-meyers-phd/page/personalized-philanthropy-and-four-donors">http://www.pgdc.com/g/steven-l-meyers-phd/page/personalized-philanthropy-and-four-donors</a></div>
How can an umbrella advance philanthropy-your-way?https://personalphilanthropy.postach.io/post/how-can-an-umbrella-advance-philanthropy-your-way2021-05-30T22:30:12.394000Z2014-09-09T20:31:52ZSteven Meyers<div><span style="font-family: 'Myriad Pro', Myriad, 'Trebuchet MS', Arial, Helvetica, sans-serif; font-size: 14px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961); background-color: rgb(246, 246, 246);">See part 4 of the 4 donors series at </span><a href="http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-4-6">http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-4-6</a></div>
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<div><span style="font-family: 'Myriad Pro', Myriad, 'Trebuchet MS', Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961); background-color: rgb(255, 255, 255);">Each of the three "killer apps" of personalized philanthropy is an "umbrella" gift agreement - comprised of </span><em style="font-family: 'Myriad Pro', Myriad, 'Trebuchet MS', Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961); background-color: rgb(255, 255, 255);">separate gift commitments, where the elements have a separate function, but all serve a common purpose.</em><span style="font-family: 'Myriad Pro', Myriad, 'Trebuchet MS', Arial, Helvetica, sans-serif; font-size: 13px; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.301961); background-color: rgb(255, 255, 255);"> </span></div>
<a href="http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-4-6"><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/2dfd5d66-a42b-4643-a234-b5a4c53aad6a/db75e58a-daa0-4fa3-8bfc-6a12e5391253.png" width="260" height="207" style="height: auto;"/></a>Is there a Grail of Fundraising?https://personalphilanthropy.postach.io/post/is-there-a-grail-of-fundraising2021-05-30T22:30:24.674000Z2014-09-04T16:43:50ZSteven Meyers<div><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/589b9d2a-3c16-416b-a21d-3c28ae9f2920/4d730111-5605-457c-bd72-d435a057859b.png" style="height: auto;"/></div>
<div><span style="color: rgb(51, 51, 51); font-family: Helvetica, Arial, sans-serif; text-align: left; float: none; background-color: rgb(255, 255, 255);">See part 3 of the 4 Donors series at </span><a href="http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-3-6">http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-3-6</a></div>
New from planned giving design centerhttps://personalphilanthropy.postach.io/post/new-from-planned-giving-design-center2021-05-30T22:30:22.062000Z2014-08-29T13:28:58ZSteven Meyers
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<h2 style="margin: 0px 0px 0.5em; font-size: 24px; color: rgb(122, 86, 61); font-family: 'Myriad Pro', Myriad, 'Trebuchet MS', Arial, Helvetica, sans-serif; background-color: rgb(255, 255, 255);">Bringing Change to the World Through Personalized Philanthropy</h2>
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http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-2-6
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<p>Now that Steven has <a href="http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-1-6" style="text-decoration: none; color: rgb(35, 111, 154);">introduced us to the Four Donors</a>, he takes us further down the path of realizing our vision and merging it with that of the institution. Then he introduces his 'Killer Apps' to show us how to pull it all together.</p>
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Free Gifthttps://personalphilanthropy.postach.io/post/free-gift2021-05-30T22:30:23.505000Z2014-01-17T23:05:29ZSteven Meyers<div>Free Gift
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<div>On US Air next to elegant older couple. I was assigned the window seat but did t make him move. So I am in the aisle. Food cart comes by. I get a cheese plate. Pay with my credit card. The gentleman and lady want the same thing. Credit cards only accepted. They want to give me money and for me to use my credit card. I say ok. The flight attendant pulls their cheese tray and I give her the card. She checks and I nod I am paying for them and say yes. But I refuse their money. I wave them away when they push me ten dollars. We all smile. The flight attendant says: that was very nice of you; would you like a drink? It will be on me. She tells the flight attendant pushing the other end of the cart down the narrow to bring me a glass of wine gratis..... Next, my friends next to me say they want two beers. The flight attendant, now the second one, reminds them no cash, only cards. I say, in for a dime, in for a dollar, and ok to charge these beers on my card. She brings the beers and says they are on her. This might be what you call a free gift. Cheers!</div>
My wild ride on Ignite at NCPP 2013https://personalphilanthropy.postach.io/post/my-wild-ride-on-ignite-at-ncpp-20132021-05-30T22:30:25.905000Z2013-11-05T16:35:36ZSteven Meyers<div>Personalized Philanthropy After the Fall:</div>
<div>A thought experiment for the Post-Planned Giving Era</div>
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<div>Ignite presentations: a wild ride for any presenter!</div>
<div> 5 minutes, 20 slides, 15 seconds auto-advanced.</div>
<div>They say: Enlighten me, but make it quick!<span style="-evernote-last-insertion-point:true;"/></div>
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<div><a href="http://youtu.be/EY1xLibZoE4">http://youtu.be/EY1xLibZoE4</a><span><br/></span></div>
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<img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/c6c1383f-669d-4126-83a0-30388b849efc/ef63e6cc-1472-417e-b5ec-7f778bf87786.jpg" /><br/>
Best Gift I Ever Received - my curiosityhttps://personalphilanthropy.postach.io/post/best-gift-i-ever-received-my-curiosity2021-05-30T22:30:28.090000Z2013-10-23T15:19:21ZSteven Meyers<div>
<span style="-evernote-last-insertion-point:true;"/><img src="https://cdn-images.postach.io/dc613bee-2de2-4312-9688-02ab113ea4c1/9a17c109-3087-4a1f-bcec-3312a04bf25f/fb225782-6f17-4687-ac6c-315b106b72aa.png" width="718" height="865"/>
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The imperative to designhttps://personalphilanthropy.postach.io/post/the-imperative-to-design2021-05-30T22:30:30.210000Z2013-10-23T13:17:01ZSteven Meyers<div><span style="-evernote-last-insertion-point:true;"/>The best gift I ever received was from a donor who so plainly "did not love" any of our usual gifts on the shelf, I thought it would never happen ... until <u>she</u> decided that we would build one together. Trust me, for a new gift officer, that imperative to design was a whack on the side of the head, but it would define my future.</div>
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<div>Together, we crafted what turned out to be a dream gift for young scientists. The ones so driven by curiosity (and so "not ready for prime time") that their singular passion meant that it would be a real struggle to get funding for their research through traditional sources; but this donor was anything but traditional.</div>
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<div>In the end, this insightful and unstoppable donor created a fund so perfect for Weizmann that not only <u>she</u> could give to it (and did), but also many other donors have re-created for themselves many times since -- using current and future gifts, and every kind of gift in between. </div>
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<div><span style="text-align: center;">It was the fund for donors who love science that is so new </span><span style="text-align: center;">it doesn't yet have a name: Discovery Fund.</span></div>
Zen and the art of gift design.https://personalphilanthropy.postach.io/post/zen-and-the-art-of-gift-design2021-05-30T22:30:30.808000Z2013-07-25T14:52:12ZSteven Meyers<div>You wouldn't think so, but we live a life of danger, fundraisers.</div>
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<div>It's a risky business. Philanthropy as an act of making something. A creative act. Design. <span style="font-family: Calibri;">Art. Science. Poetry. </span></div>
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<div>Same process…. Discovery the disorderly act, the call to action.</div>
<div>Then, the rational planning and finally an act of choice of a form.<br clear="none"/>
Building a structure. </div>
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<div>Done and ship.
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<div>When you learned annual giving, major giving or planned giving did you ever think it was just about asking? Did you ever imagine it would be about making something?</div>
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Well, it can be.</div>
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<div>In fact, think of your gift designs as a consumable, for just the person you have designed the gift for. </div>
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<div>Your design is also a gift, but will it be accepted?</div>
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<div>That's why every interaction with a donor is a risk. </div>
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<div>You never know if an idea will emerge or not.</div>
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<div>But it usually does.</div>
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Message in a Bottle: Three Keys to Effective Philanthropyhttps://personalphilanthropy.postach.io/post/message-in-a-bottle-three-keys-to-effective-philanthropy2021-05-30T22:30:30.172000Z2013-07-19T15:57:50ZSteven Meyers<div><div align="center" style="text-align:center;line-height:15.0pt; mso-line-height-rule:exactly"><span style="background-color: rgb(255, 255, 255); font-family: Helvetica, Arial, sans-serif; font-size: 12.727272033691406px; line-height: 13.63636302947998px; text-align: left;">Whether you are a philanthropist or a fundraiser, this message in a bottle resonates and helps translate charitable inclination into action through personalized philanthropy.</span></div></div>
<div align="center" style="text-align:center;line-height:15.0pt; mso-line-height-rule:exactly"><span style="font-family:Weiss"> </span></div>
<div align="center" style="text-align:center;line-height:15.0pt; mso-line-height-rule:exactly"><b><span style="font-family: Weiss;"> Three Keys to Effective Philanthropy</span></b><span style="font-family:Weiss"> </span></div>
<div style="line-height:15.0pt;mso-line-height-rule:exactly; mso-pagination:none;mso-layout-grid-align:none;text-autospace:none"><i><span style="font-family:Weiss;mso-fareast-font-family: Calibri;mso-bidi-font-family:Calibri">I like to think about the Three Keys as if it were a forgotten fragment – a message in a bottle – written by a philanthropist long ago. It was sent (floated) by the author in the hope it would be found by the People Who Want to Make a Plan, but too often have come up against the crush of reality. Life is what happens when you’re busy making other plans (John Lennon). Everybody has a plan until they get punched in the face (Mike Tyson). Whether you are a philanthropist or a fundraiser, the message resonates for people seeking to understand and act on their charitable impulse. This message in a bottle seems relevant all year long, not just at this season of giving.</span></i></div>
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<div style="text-indent:-.25in;line-height:15.0pt; mso-line-height-rule:exactly;mso-list:l0 level1 lfo1;tab-stops:list .5in;"><span style="font-family:Weiss;mso-fareast-font-family:Weiss;mso-bidi-font-family: Weiss">1.<span style="font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span></span> <b><span style="font-family:Weiss">Give with a warm hand</span></b> <span style="font-family:Weiss">– My friend said it was better to give with a warm hand than a cold one. She meant it, and did it. Maybe you’ve heard the phrase from Warren Buffett, "Giving While Living." Giving with a warm hand is the Big Idea behind that. It also shapes the Giving Pledge, which has encouraged so many philanthropists to designate at least half of their estates for helping others. So, if you feel charitable, it’s up to you to decide what you want to happen with your gift. Go ahead and make your statement. You do not have to defer or leave this important life-defining decision to someone else.</span></div>
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<div style="text-indent:-.25in;line-height:15.0pt; mso-line-height-rule:exactly;mso-list:l0 level1 lfo1;tab-stops:list .5in;"><span style="font-family:Weiss;mso-fareast-font-family:Weiss;mso-bidi-font-family: Weiss">2.<span style="font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span></span> <b><span style="font-family:Weiss">Give with a warm heart</span></b> <span style="font-family:Weiss">– Besides giving while living, you can give as you live, with passion and a warm heart. Share that. To something meaningful to you. Start now. Aim high. Scale-up and go long. Make a habit of giving. You can achieve much more by combining current with future gifts for something important to you. Most charities will allow you to target or restrict your gift. The really enlightened ones encourage it. You can start with something do-able now and yet grow the impact of your support with each additional gift.</span></div>
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<div style="text-indent:-.25in;line-height:15.0pt; mso-line-height-rule:exactly;mso-list:l0 level1 lfo1;tab-stops:list .5in;"><span style="font-family:Weiss;mso-fareast-font-family:Weiss;mso-bidi-font-family: Weiss">3.<span style="font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span></span> <b><span style="font-family:Weiss">Give with a cool head</span></b> <span style="font-family:Weiss">– Give smart. Not just from your heart. Employ powerful tools and smart advisors who can show you how. It’s possible and even OK to benefit your loved ones and yourself from your giving. Bequests, foundations, charitable trusts, gift annuities, charitable insurance and retirement plans. Especially bequests. Find out about virtual endowments and how to build equity in your endowment. This way, you can create a lasting legacy, but it can begin now.</span></div>
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<div style="line-height:15.0pt;mso-line-height-rule: exactly;"><span style="font-family:Weiss">They say this is how philanthropy used to be done. This is how it will be done in the future. </span></div>
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<div align="right" style="text-align:right;line-height:15.0pt; mso-line-height-rule:exactly"><span style="font-family:Weiss">Steven L. Meyers, Ph.D.</span></div>
<div align="right" style="text-align:right;line-height:15.0pt; mso-line-height-rule:exactly"><span style="font-family:Weiss">MyPersonalizedPhilanthropy</span></div>