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Inspired Philanthropy Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy

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ISBN-10: 0787996521

ISBN-13: 9780787996529

Edition: 3rd 2008 (Revised)

Authors: Tracy Gary, Nancy Adess, Suze Orman, Kim Klein

List price: $29.95
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Everything philanthropists need to align their giving with their values and dreams, this third edition shows how anyone can align and integrate values, passions, and dreams for their communities and families into their plans.
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Book details

List price: $29.95
Edition: 3rd
Copyright year: 2008
Publisher: John Wiley & Sons, Incorporated
Publication date: 11/16/2007
Binding: Paperback
Pages: 336
Size: 7.50" wide x 9.25" long x 1.00" tall
Weight: 1.584

Suze Orman was born in Chicago, Illinois on June 5, 1951. She received a B.A. in social work from the University of Illinois at Urbana-Champaign in 1976. Before starting her own financial planning firm, she was an account executive at Merrill Lynch and a vice-president of investments for Prudential-Bache Securities. She is a columnist for Self magazine, a contributing editor to O: The Oprah Magazine, and hosts The Suze Orman Show. She has written several financial books including The 9 Steps to Financial Freedom: Practical and Spiritual Steps So You Can Stop Worrying, You've Earned It, Don't Lose It: Mistakes You Can't Afford to Make When You Retire, Suze Orman's 2009 Action Plan, and The…    

CD-ROM Contents
Foreword to the Second Edition: The Power of Doing Good: Giving to a Worthy Cause Is Worth More Than You Know
The Authors
QuickStart Guide: Ten Steps to More Inspired Philanthropy
Creating Your Giving Plan
Giving and the Nonprofit World
Nonprofits Are an Essential Link
That's a Lot of Money
The Role of Private Philanthropy
The Power of Philanthropy
Some Givers' Stories
You, the Philanthropist
What Do You Care About? Values Drive Decisions
Making Choices
What Do You Bring with You?
Developing Your System of Giving
Imagining a Better World
Creating Your Vision and a Theory of Change
The Wheel of Integrated Changemaking
Building a Comprehensive Giving Strategy
Evaluating Your Impact
Learning More About Social Change
Your Giving Portfolio
Creating a Mission Statement
Writing Your Mission Statement
Inspired Mission Statements from Individuals and Family Foundations
Mission Matching
How to Find Possible Mission Matches
Deciding How Much to Give
How Much Money Do You Think You Have? Major Giving Practices
How Much Should You Give? Giving Principal
Thinking a Little Bigger
Where to Give
Choosing Where to Give
Sources of Information
Gathering information
Levels of Philanthropic Intervention
Philanthropic Investing
Giving Internationally
Alternative Holiday Giving
Making Decisions
Creating a Personal Giving Plan
Getting Organized
Sample Giving Plans
Multiyear Giving
Clarifying your Intention
Reviewing Your Giftmaking for Yearly Results and Impact
Expanding Your Giving Horizon
The Philanthropic Learning Curve
The Many Ways to Give
Definitions of Common Vehicles for Giving
Considering How to Give
Frequently Used Ways to Give
Community-Based Philanthropy
Organizational Giving: Family Foundations and Corporate Giving
Sharing Values and Goals
Sharing Decision Making
Other Considerations
Developing a "Statement of Donor Legacy"
Corporate Giving and Corporate Foundations
Strategic and Creative Ways to Leverage Your Giving
Engagement with Groups You Support
Effective Donor Communication
Communicating Your Support for an Organization
Communicating Donor Intent
Donor Engagement
Working Closely with Organizations
Setting Your Giving Boundaries
Creating Greater Plans for Your Family, Heirs, and Humanity
Begin with the End in Sight
Prudent Planning
Shaping an Inspired Legacy Plan
Charitable Estate Planning
Working with Advisors for Inspired Outcomes
Becoming a Legacy Partner
Planning for Your Heirs
Leaving Bequests or Trusts to the Next Generation
Next Steps
Growing and Partnering with the Next Generation of Givers
Learning Early About Giving
Teenagers and Giving
Youth as Grantmakers
Young Inheritors Giving and Living
For Donors Who Have Much More to Give
Facing and Sharing Our Good Fortune
Giving from Net Worth
Experiments in Giving
Networking with Other Major Donors
Keeping Track and Being Responsive
The Power of Partnership: Transformative Philanthropy
Moving from Charity to Change
New Forms of Collaboration
Properties of Transformational Philanthropy
Moving Giving and Leadership