What type of charity giver are you?

In down time, between paying the bills and making the money to pay the bills, I imagine that I have a secret stash. I enjoy making a list of how I would give philanthropically.

Davison Cheney, FamilyShare • Modified: May 13, 2015 at 7:32 pm •  Published: May 30, 2015

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You get physically involved, and you have the tee shirt to prove it. In fact, you have about twelve of them, and you have walked, ran, biked and car washed. (©istockphoto.com/asiseeit)

In down time, between paying the bills and making the money to pay the bills, I imagine that I have a secret stash. I enjoy making a list of how I would give philanthropically.

Of course, I would do it all on the down low — very mysteriously. No one would know where that fridge for the neighbor family came from, or who contributed to the little one's medical bills. Sneaky. That's my style.

What kind of philanthropy describes your particular style of giving?

See styles - click here

Trusted family advisors should address philanthropy

12 February 2015 - Planned Giving Design Center  |  PGDC → Bruce DeBoskey, Philanthropic Strategist

Article posted in Values-Based by Randy Fox on 11 February 2015

audience: National Publication, Bruce DeBoskey, Philanthropic Strategist | last updated: 12 February 2015

More than $40 trillion will be inherited over the next few decades — the largest transfer of wealth in history.


Forty-five percent of spouses who inherit will seek and find a different financial adviser to manage those funds. Once the surviving spouse dies, a whopping 98 percent of the inheriting descendants will move those funds to a different financial adviser.


Most likely, other trusted family advisers — including legal, accounting and insurance experts — will experience similar rates of attrition.


Family advisers can slow this significant outflow of business by creating meaningful relationships with entire families — during the life of the existing client. This can be done by thoughtfully engaging families in
conversations that center on values, impact investing and the role of  philanthropy in their lives.


More |  Trusted family advisors should address philanthropy

NorthSky Publishes Nonprofit Needs Assessment for Northwest Lower MI

From NorthSky weekly e-blast | 19 December 2014

NorthSky Publishes Nonprofit Needs Assessment for Northwest Lower MI

 

Rotary Charities of Traverse City and its capacity building program, NorthSky, collected information from nonprofits in the 10-county region during 2013 and 2014. According to the report, area nonprofits need to focus on bolstering four areas: leadership, collaboration, capacity and resources. 

Click here for download of report

Philanthropy as Key Ingredient to American Capitalist Economy - NPQ - Nonprofit Quarterly

December 5, 2014; San Francisco Chronicle


<Forwarded from Planned Giving Design Center, 19 December 2014>



Ronnie J. Phillips is an economics professor at Colorado State
University and an expert in entrepreneurial economics. His take on
economics shows in a recent opinion piece that categorizes philanthropy
as “the backbone of American capitalism.”


In 2002, Phillips co-authored a piece
with Zoltan Acs of George Mason University contending that the
combination of entrepreneurship (“the creation of wealth”) and
philanthropy (“the reconstitution of wealth”) distinguished American
capitalism from other forms of capitalism. The usual theory is that
capitalist wealth generates and stimulates philanthropy, but they wrote
that philanthropy contributed substantially to American prosperity
through knowledge creation and entrepreneurship. It’s a theory that
makes sense for Phillips, who has spent time as a research fellow with
the Ewing Marion Kauffman Foundation, American philanthropy’s preeminent
supporter of entrepreneurialism.


In his new op-ed, Phillips suggests that “Spending and giving stem
from very different motives, yet both are crucial to maintaining the
vitality of a capitalist economy.” He writes that in addition to
entrepreneurial activity, “the other essential component of American
economic, political and social stability is philanthropy—that is,
distribution of wealth.” In other words, philanthropic altruism isn’t
standing in contrast to capitalist self-interest, but altruism, like
self-interest, contributes to the creation of opportunity and progress.
The excess returns of self-interest that create immense wealth flow into
philanthropy, which creates opportunities for future generations.


More - click below

Philanthropy as Key Ingredient to American Capitalist Economy - NPQ - Nonprofit Quarterly

The impact of generosity - Wendy Steele

Grand Traverse very own, Wendy Steele, speaks on a TEDx talk on generosity.

https://www.youtube.com/watch?v=ufp5iGh0agA

Wendy consults with non-profits and speaks nationally on board development, giving,  and generosity.

Collaborative Philanthropy - thoughts and musings

I attended Rotary Charities event with Paul Born. The video recording from Paul Born's presentation on April 9, 2014 about building community and Collective Impact is now up! View the video below or click here to see it on YouTube.

Based on that, I had some thoughts on the possibility of a regional collaborative philanthropy. Some people have gathered to have some preliminary discussions about this possibility.  Here are some thoughts about it.

Regional Collaborative Philanthropy:

Everyone is able to give their time, talent, and financial resources if properly motivated and informed based on an individual’s value system. People give to more than one giving enterprise if they give at all.

Giving is a learned behavior that needs to be nurtured, encouraged, and expanded for the sake of all philanthropy.

We need to break down the illusion that there is only so much money people are willing to give.

There needs to be more donors giving to charity.

In the USA, two - four percent (2 - 4%) of income is now average philanthropic giving.

There needs to be more and consistent information coming from charity encouraging giving and philanthropy for the benefit of the culture.

We need to expand giving which will help all charities because people do not give to single causes.

Create an effort that encourages more giving to charity. Increase giving in the area by 2% of income annually.

People are unaware how giving can impact the every expanding need of charity for helping humanity.

People are unaware of the lack of recovery of giving since the 2008 Great Recession. It was a Great Depression for charity.

Philanthropic professionals need to share expertise to other charities in order to expand giving in general to all in the culture.

Charity boards need to be educated on the need for they as volunteers to be helping to implement giving to charities. They need to share their giving stories to inspire others to give.

Charities need to educate their constituencies on the need to increase giving by all for all charities.

Philanthropic professionals need to be in a common voice of the need to expand giving to the region because of the gap of need vs current giving.

Outlandish giving needs to be nurtured, encourage, and high recognized to all causes for the sake of the giving enterprise.

Northern Michigan Fundraising Professionals - Fall Meeting Announced

Our fall kick-off meeting is on Wednesday, September 10, 8:30 - 9:30am with special featured guest, Wendy Steele.  We owe a big shout out to the NMC Foundation for sponsoring the venue in Room C at the Hagerty Center.  

We have designed this event to build enthusiasm and support for your fund raising efforts. Please don't miss this opportunity to invite your board, staff and donors. We will be enlightened and inspired by this unique presentation from a woman who knows a little something about creating a culture of generosity.  

Here's a preview -

Creating a Culture of Generosity - For the Nonprofit, Individuals, and Families

For the nonprofit, a culture of generosity is vital to counter compassion fatigue and burnout. For businesses and even in families, having a deep commitment to generosity creates happier, healthier,  ethical character.  The best of times are when we are able to give of our time, talent, and treasure.  It is in these times when we gain the most.

You see, giving back benefits the receiver of those gifts (of course). But what about the giver? 

When you give back, you are:

~ Empowered ~ Hopeful ~ Connected ~ Empathetic ~ Engaged

And so much more!  Your agency benefits.  Your company benefits. Your family benefits. 

(Photo: CARA OWSLEY)

2014 Winner of the Jefferson Award for Public Service, Wendy Steele devotes time, talent and treasure to our community in many capacities.   In 2001, in Cincinnati, Ohio, with the idea that philanthropy should be a party with an open invitation for all to attend, Wendy launched and led Impact 100 which brings transformational grants to the communities it serves across five focus areas: Culture, Education, Environment, Family and Health & Wellness. By 2003, the national media had learned about this innovative approach and People Magazine featured the organization and its founder in their widely read publication. From there, the news spread and the Impact 100 model began to be replicated around the country. By the end of 2014, Impact 100 organizations around the country will have given away more than $29 MILLION to people in need. And it is still growing...

Because this kick-off event has potential to reach capacity seating we have an Eventbrite page set up simply for RSVP purposes. Please be sure to reserve your seats!

https://www.eventbrite.com/e/nmfp-fall-kick-off-with-wendy-steele-tickets-12338804697

See you and your guests in September!!!

Sherri, Connie and Emily

More information: 

Sherri Fenton, C.F.R.M.

Development and Marketing Director

Traverse Health Clinic

Direct line: 231.935.0412

3155 Logan Valley Road

Traverse City, MI 49684

sfenton@traversehcc.org

www.traversehealthclinic.org

Retirement & Opening

David Abeel has informed Benzie Area Christian Neighbors BACN of his impending retirement.  

The Board of Directors is currently reviewing the fund development role and anticipates potential  information for a Development position soon.  I hope through the fundraisers network this announcement will be share with qualified peers seeking employment in our beautiful region.  

Please feel free to contact me with any questions. 

Gerri VanAntwerp

Executive Director

Benzie Area Christian Neighbors

231.882.9544

gvanantwerp@benziabacn.org

Fri, April 04 2014

What Cap’n Crunch Can Teach You About Fundraising

By Caryn Stein

 

Have you ever felt like you were being watched in the supermarket? 

In a new study from Cornell Food and Brand Lab, researchers found that characters featured on kids’ cereal boxes make incidental eye contact with children and cereals aimed at adults make incidental eye contact with adult shoppers. Cereals presumably marketed to children (think Frosted Flakes, Froot Loops, Trix) were found on lower shelves, and the gaze of the characters on these cereal boxes look downward at an angle of 9.67 degrees.  

More - Click here

$59 trillion transfer

$59 trillion to go to heirs, charity by 2061

Robert Frank | @robtfrank

20 Hours AgoCNBC.com

The greatest wealth transfer in history is underway, according to a new report.

A study from the Boston College Center on Wealth and Philanthropy projects that $59 trillion is expected to be passed down to heirs, charities and taxes between 2007 and 2061.

Deborah Harrison | Photographer's Choice | Getty Images

The study said heirs will receive $36 trillion over that period, while federal estate taxes will receive $5.6 trillion.

Total gifts to charity during the period of the study are expected to be more than $27 trillion, which includes sums from final estates (with no surviving spouse) as well as total lifetime giving.

The study assumes economic growth rates of 2 percent and the extension of current tax provisions. If the economy grows at 3 percent a year, charitable giving could reach $40 trillion, according to the study.

Full post - click here

The full study - Click here

Nonprofit impact on economy

From Public Sectors Consultants via NorthSky Nonprofite Network, May 23, 2014

Features

Michigan nonprofits make big impact on state's economy

Public Sector Consultants | Tuesday, April 29, 2014

For nearly two decades, PSC has been tracking and detailing the effects of the nonprofit sector on the economy and life of Michigan. In May, PSC will release its latest update. 

Rob Collier, president and CEO of the Council of Michigan Foundations

While all the details have to wait until then, the new report will track with previous versions that have shown nonprofits:

• Spend billions of dollars in Michigan each year.
• Are economic anchors in practically every Michigan community.
• Range in size from tiny fraternal lodges to huge hospital systems to three of the world’s largest private foundations.

“As PSC’s work has shown again and again in recent years, Michigan’s nonprofit sector is a major contributor to the state’s economy and its quality of life,” says Rob Collier, president and CEO of the Council of Michigan Foundations. “The investments our members make in communities large and small across the state bring real-life results to residents.”

Jeff Williams, the CEO of PSC who has been involved with every nonprofit sector review, adds, “It never ceases to impress me how important the nonprofit sector is to daily life in Michigan. We are proud to be the council’s partner in continuing to share this message with the general public and decision-makers.

“At PSC, we always are excited to find avenues to advance the quality of and discussion over public policy in Michigan, and beyond. Maximizing the contributions of nonprofits in our communities is just one facet of the broad issue of community investment.”

Economic Benefits of Michigan’s Nonprofit Sector 2012

From the TC Ticker ...

Conquer The Village Returns May 9, 2014

The 2nd annual Conquer the Village Mountain Bike Race to raise money for the Preserve Hickory Hills nonprofit organization will be held Sat., May 24, at the Grand Traverse Commons. The multi-lap, short loop race starts on the trails outside Left Foot Charley at 9 a.m. Race categories range from beginner to expert and also include a kid's event. Last year the race raised about $3,500 for the nonprofit and the group is targeting 400 racers this year. Learn more here. Permalink

Reminder

Have you talked to a donor today about how their donation was used?

US Charity Donations Suggest Growing Confidence

Wednesday, April 16, 2014 - 10:30

Reality Check: US Charity Donations Suggest Growing Confidence

By Jon Hurdle
--Biggest Growth Seen for Major Gifts; Community Donations Show Signs of Decline

PHILADELPHIA (MNI) - Charitable giving by U.S. individuals, foundations, and corporations gained in the first quarter as stock prices rose and the job market improved, but donations have not fully recovered to their pre-recession level, fundraising professionals said.
Anecdotal reports from philanthropic trade groups and the leading academic source of data on the U.S. charity sector indicate that improving economic confidence among donors, especially those giving $1 million or more, is boosting the income of universities, hospitals, arts organizations and other recipients of charitable gifts.

There is some evidence that donations from those much lower on the income scale is declining, perhaps as a result of greater competition for limited funds, in a trend that could disrupt fundraising strategies in future, experts said.

But overall giving so far this year has continued the solid gains seen in 2013, according to preliminary indications ahead of the industry's annual data that are not published until mid-year.

Click here for more of article

Changing the classic time, talent, and treasuer

By Glenn Taibl, Center for Stewardship, Luther Seminary, St Paul, MN USA

We were talking about Stewardship and Tom O’Brien suggested it was time to replace the classic three “T’s” of Time, Talent and Treasure with categories that would be more helpful in growing stewards. His suggestion was that we would be better served by three new “Stewardship T’s” of Thanksgiving, Trust and Transformation. I have revisited the conversation with Tom many times and I believe we are well served by interpreting Time, Talent and Treasure through the lens of Thanksgiving, Trust and Transformation.

Click here for more insights

Turing Myths into Gifts

Greg Lassonde, www.greglassonde.com, is demystifying legacy giving to make it accessible to all including our staff and volunteers making legacy gift solicitations.

He defines then breaks 10 paradigms of "old school" planned giving and prefers the focus to be "legacy giving". His reshaping of the estate giving allows for many to be involved in the process and volunteers comfortable in asking for these kinds of gifts.

Check out his white paper of Legacy Giving - Click here

Estate and Gift Planning, Tip #7

The Planned Giving Design Center is one of the best on-line resources and newsletters for the issues, topics, and concerns for gift planning. Sign up for their e-newsletter today. http://www.pgdc.com/ 

Estate and Gift Planning, Tip #6

This might seem very basic.

I had the good fortune in the first week of my professional philanthropy career to literally sit at the feet of the master. I attended a Hank Rosso Fundraising School session in Minneapolis where I had the good fortune of speaking with him directly over the coarse of a week workshop.

Hank's advice was always, "The first gift to any campaign is yours."  Americans in their DNA know if someone has "put their money where their mouth is." So yours is the first gift to any appeal that you make including estate and planned giving.

Yours is the first planned gift to your organization in your new post.

Go through the estate planning process first before you go out and talk with people so that you know what they will go through.  Plan your planned gift to your organization.  Either a bequest or beneficiary designation works fine.

Then you can look people in the eye and say that you have already have done this kind of gift.

peace+

Estate and Gift Planning, Tip #5

MarketSmart.com are creators of marketing tools for all kinds of fundraising.  They put out insightful white papers and presentations on a variety of fundraising topics.

In the Planned Giving area, their download "Inside the Mind of a Planned Giving Donor" using Russell James's research is insightful.

Check it out at:

http://imarketsmart.com/russelljames/

Estate and Gift Planning, Tip #4

Jeff Wolf from the National Church Residences recommends the following books for start up gift planners:

My “go to” expert on planned giving recommends the following:

Robert Sharpe’s book:  Planned Giving Simplified: The Gift, The Giver, and the Gift Planner  (AFP/Wiley Fund Development Series)

Many people like Debra Ashton’s book The Complete Guide to Planned Giving.  It is probably more technical.

For real technical stuff, Planned Giving: A Guide to Fundraising and Philanthropy, by Katelyn Quynn and  Ronald Jordan