Do Your Good

Sybil delves into Donor Advised Funds (DAFs) and Pooled Funds. DAFs have been gaining prominence recently, with a significant share of annual giving directed towards them. Sybil explains the three categories of DAFs and pooled funds, with examples and pros/cons for each type. She then shares the criticisms and the benefits of DAFs.

Episode Highlights:

• The three categories of DAFs and pooled funds

• The criticisms of DAFs

• The essential benefits DAF.

Sybil Ackerman-Munson Bio:

With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant-making so you can make a real and lasting positive contribution to the world on your terms.

Links:

• Bank of America https://www.privatebank.bankofamerica.com/solutions/donor-advised-fund.html

• Bridgespan https://www.bridgespan.org/our-services/helping-foundations-collaborate-with-other-funders

• Charities Aid Foundation https://www.cafonline.org/my-personal-giving/long-term-giving

• Fidelity Charitable https://www.fidelitycharitable.org

• Morgan Stanley https://www.morganstanley.com/campaigns/wealth-management/gift

• National Christian Foundation https://www.ncfgiving.com/solutions/giving-fund

• National Philanthropic Trust https://www.nptrust.org/donor-advised-funds/open-daf-account

• Pew Charitable Trusts https://www.pewtrusts.org/en

• Oregon Community  Foundation* https://oregoncf.org/ways-to-give/choose-your-fund/donor-advised-fund\

• Resources Legacy Fund https://resourceslegacyfund.org

• Panorama Global https://www.panoramaglobal.org/funds

• Shark Conservation Fund https://www.sharkconservationfund.org

• Vanguard https://www.vanguardcharitable.org

• Article by Drew Lindsay https://www.philanthropy.com/article/a-short-history-of-the-fast-and-furious-rise-of-dafs

• Article by Helen Flanery https://inequality.org/great-divide/top-public-charities

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/146-measuring-effectiveness-of-relationships-between-grantees-donors

https://www.doyourgood.com/blog/46-tim-miller

https://www.doyourgood.com/blog/144-how-to-measure-success-in-philanthropy

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

Sybil delves into Donor Advised Funds (DAFs) and Pooled Funds. DAFs have been gaining prominence recently, with a significant share of annual giving directed towards them. Sybil explains the three categories of DAFs and pooled funds, with examples and pros/cons for each type. She then shares the criticisms and the benefits of DAFs. {You can hear the full episode on Monday, October 2nd}

Measuring impact is important so that you will have ownership over your giving strategy for years to come. Fred and Sybil discuss strategies to effectively measure performance over time. They also emphasize that success takes time. Giving is as much an art as it is a science. They also talk about measurable objectives that a donor should consider when assessing the success of their giving strategy. 

Episode Highlights:

• How do we measure success
• What happens when we don’t see the success we want?
• Traps to avoid.
• How to track benchmarks

Sybil Ackerman-Munson Bio:

With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant-making so that you can make a real and lasting positive contribution to the world on your terms.

Links:

Free mini-courses.

• Be Collaborative - https://www.doyourgood.com/offers/PXGEYkWh/checkout
• Be Finance Savvy - https://www.doyourgood.com/offers/kQwFWG4P/checkout
• Be Legal - https://www.doyourgood.com/offers/U8SFR3mR/checkout

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/136-Dory-Timble

https://www.doyourgood.com/blog/146-measuring-effectiveness-of-relationships-between-grantees-donors

https://www.doyourgood.com/blog/144-how-to-measure-success-in-philanthropy

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

• Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

Measuring impact is important so that you will have ownership over your giving strategy for years to come. Fred and Sybil discuss strategies to effectively measure performance over time. They also emphasize that success takes time. Giving is as much an art as it is a science. They also talk about measurable objectives that a donor should consider when assessing the success of their giving strategy. {You can hear the full episode on Monday September 25th}

We are joined today by Lisa Weinstein who is a program officer at Wilburforce Foundation.  The Foundation builds strong and deep relationships with grantees, co-funders, scientists, and decision-makers to ensure long-term effectiveness. Lisa explains how the Wilburforce Foundation has created an innovative strategy to improve grantee capacity through the establishment of a special nonprofit called TREC. TREC offers training and support free of charge to Wilburforce grantees to help the nonprofits navigate tricky capacity building issues.

Episode Highlights:

• Monitoring grant-making effectiveness

• Structuring a firewall between grantees and donors to support resilience and capacity building

Lisa Weinstein Bio:

Lisa Weinstein is the Program Officer for our Science and Capacity Programs. Prior to joining Wilburforce, Lisa was the Senior Program Officer at the Turner Foundation, where she managed grantmaking to conserve and protect land, water, and wildlife throughout the U.S. Lisa also previously worked for Georgia’s Department of Natural Resources as an Assistant Chief of Nongame Conservation within the Wildlife Resources Division. Lisa has a Bachelor of Science degree in Environmental Biology and Ecology from Michigan State University and a Master of Science degree in Wildlife Ecology from the University of Wisconsin-Madison. When not working, Lisa enjoys hiking, bicycling, snowshoeing, and spending time outside with her husband and child.

Links:

• Website https://wilburforce.org
• Website http://www.turnerfoundation.org
• Website https://www.trec.org/

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/136-Dory-Timble

https://www.doyourgood.com/blog/46-tim-miller

https://www.doyourgood.com/blog/62-geneva-wiki

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

• Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

We are joined today by Lisa Weinstein, who is a program officer at Wilburforce Foundation.  The Foundation builds strong and deep relationships with grantees, co-funders, scientists, and decision-makers to ensure long-term effectiveness. Lisa explains how the Wilburforce Foundation has created an innovative strategy to improve grantee capacity through the establishment of a special nonprofit called TREC. TREC offers training and supports free of charge to Wilburforce grantees to help the nonprofits navigate tricky capacity-building issues. {You can hear the full episode on Monday, September 18th}

Bob DePasquale joins us today to share how he helps families plan financial goals that incorporate great giving strategies. Bob’s strategy is not just about buying that yacht, but it's also about doing good in the world.

Bob, shares what led him to want to do business that will initiate impact, and the tools and tricks, and tips he gives clients to help them both plan for their financial wealth and be good in the world.

Episode Highlights:

• The personal journey that led Bob to see the importance of doing good.

• Instilling generosity and translating your passion in your own story to supporting families.

• The importance of having core values. 

Bob DePasquale Bio:

Bob’s generosity journey started at age 18 when he was diagnosed with cancer and experienced the tragic events of 9/11 in just a few short days.  He wouldn’t be around to speak about if it weren’t for some amazing acts of generosity.

Bob realized the powerful force that the giving mindset is after experiencing his life-threatening illness and the terrorist attacks.  He spent 15 years learning how to apply giving principles in his own business and it is now his mission to help others do the same.  Organizations that have a generous culture are bound to attract better employees and better customers.

Links:

• Website:  https://www.bobdepasquale.com

• Book: https://www.amazon.com/Personal-Finance-Public-World-Technology-ebook/dp/B09NSY3ZJC/ref=sr_1_1?crid=TSRR1GLUZ48Q&keywords=bob+depasquale+personal+finance+in+a+public+world&qid=1653678307&sprefix=bob+depas%2Caps%2C106&sr=8-1

If you enjoyed this episode, listen to these as well:

• https://www.doyourgood.com/blog/78-james-kofi-annan

• https://www.doyourgood.com/blog/137-David-Secord

• https://www.doyourgood.com/blog/143-Measuring-Impact

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

• Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

Bob DePasquale joins us today to share how he helps families plan financial goals that incorporate great giving strategies. Bob’s strategy is not just about buying that yacht, but it's also about doing good in the world.

Bob, shares what led him to want to do business that will initiate impact, and the tools and tricks, and tips he gives clients to help them both plan for their financial wealth and be good in the world.

{You can hear the full episode on Monday, September 11th}

We are joined by Cathy Lehman, Senior Program Officer for the Harder Foundation, to discuss how to help communities who have not previously had access to philanthropic funding. How do you build conversational spaces? What happens if your efforts are unsuccessful? 

Episode Highlights:

• How to move money to move power

• Creating space for productive conversations

• How to change course when you identify what you are doing isn’t working

Cathy Lehman Bio:

Cathy is the Senior Program Officer for The Harder Foundation, a private family foundation that supports biodiversity and ecosystem health across 5 states in the Pacific Northwest. She has spent the last 20 years working in various roles of community and economic development, environmental policy, grassroots organizing, social impact, and philanthropy. Cathy has served on dozens of community boards and commissions – including the local City Council, and as a governor-appointed commissioner for the state’s volunteerism initiative, Serve Washington. She has a BA in Communications from WWU, a master’s degree in social Entrepreneurship and Change from Pepperdine University, and a Certificate in Sustainable Business from Presidio Graduate School. She lives just outside of Bellingham, WA with her husband and animals on a shy acre near the Lummi Nation on the Salish Sea.

Links:

• Website  https://theharderfoundation.org

• Course:  Be Clear https://www.doyourgood.com/offers/xtHUdoBG/checkout 

• Course:  Be Legal https://www.doyourgood.com/offers/U8SFR3mR/checkout 

If you enjoyed this episode, listen to these as well:

·        https://www.doyourgood.com/blog/143-Measuring-Impact

·        https://www.doyourgood.com/blog/129-jim-enote

·        https://www.doyourgood.com/blog/62-geneva-wiki

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

• Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

We are joined by Cathy Lehman, Senior Program Officer for the Harder Foundation, to discuss how to help communities who have not previously had access to philanthropic funding. How do you build conversational spaces? What happens if your efforts are unsuccessful?

{You can hear the full Episode on Monday, September 4th}