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Back to the Books

Updated: Jul 29, 2021

It has been some time since I have written. I started classes to obtain the Chartered Advisor in Philanthropy designation. I am taking two classes. One is on Planned Giving and the other is on Impact. There are some interesting readings that are serving to be a nice refresher for me. Reading and attending class makes me think back to my days at the Fels Institute where I earned my Masters Degree. I was working at SEI developing the Philanthropy business and attending school full time. It was an indulgent time for me. I am certainly one of those people who enjoys learning in the classroom. There are opportunities to read and process. So often we read articles and books, but don’t give ourselves the chance to process the information let alone apply the learning. I had a really unique opportunity to learn, to process and to apply. I think families are faced with this same challenge. Charitable gifting is time-consuming. You want to understand and learn about the issue. You want to investigate the nonprofit and its programs processing how those programs address the issue. And you want to apply your resources. For smaller foundations or for families with donor advised funds (both without staff) the joy in gifting could turn into a burden. I worked with a second generation family and they struggled with the work associated with gifting money in a thoughtful and consistent way without staff. This is why the support of a philanthropic advisor can be so important and really make the difference for a family.

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