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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

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How Personalized Philanthropy Can Benefit You and Your Clients

Audio File: Download/Play Recording (MP3)

Date:
November 4, 2014

Guest Speaker: Steven Meyers, Center for Personalized Philanthropy at American Committee for the Weizmann Institute of Science

Downloads:

Summary: 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.

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.

Important Points:

  • 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.
  • 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.
  • 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.
  • Steven has developed a series of 6 articles (Personalized Philanthropy and the Four Donors) that advisors can use to begin conversations about personalized philanthropy with their clients.

Reading Recommendation: Personalized Philanthropy: Crash the Fundraising Matrix and Make the Real Shift to Donor-Focused Giving by Steven L. Meyers

Purposeful Quote: 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.

Introduction to Our Guest Speaker

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.

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.

Steve has published in The Journal of Gift Planning 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.

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, Personalized Philanthropy Crash the Fundraising Matrix and Make the Real Shift to Donor-Focused Giving, and Personalized Philanthropy, and its companion monograph for donors, Personalized Philanthropy and the Four Donors: Parables for Radically Rethinking Your Philanthropy: A New Conversation for donors, gift officers, and advisors.

Your Partner In Success,

Julie Dorosz

Purposeful Planning Institute

(303) 256-6300 office; (866) 509-0498 fax

julie@purposefulplanninginstitute.com

www.purposefulplanninginstitute.com