Upfront Philanthropy: The leading questions for the wealth strategy team

At The DeBoskey Group, we often talk about the philanthropic strategist’s role in family planning as a partner in a group of advisors that address the various components of wealth planning and strategy. The wealth management and investment advisors will be the experts helping to determine what proportion of a client’s assets can be positioned for…

Emerging Philanthropists: Laying a Strong Foundation

For emerging philanthropists, I like to recommend a layering approach to defining and strengthening philanthropy: Establish a Connection – Philanthropy tends to be rooted in a deep emotional or philosophical connection to an issue or cause.  Maybe that connection has already been established through lived personal experiences or those of family and friends. Connections, however,…

Moving the Needle

The phrase “moving the needle” gets a lot of play in philanthropy.  As well it should.  In my previous blog, “So What,” I observed that it is important to have a thoughtful reason for philanthropy that is designed to produce outcomes and is able to answer the question: “So what difference are we making?” Outcomes…

So What?

My first boss famously asked his analysts the same question in meetings.  The question was, ‘So, what?’ That one simple question forced us to go a level deeper to understand and articulate our rationale for the action we were proposing. ‘So, what?’ can take many forms such as ‘For what purpose?’ or ‘To what end?’…