Fall in Love with Giving!

This summer I’ve been thinking about communities. What groups am I a part of and what role do I play in them? When does a group start to feel like a community? It goes beyond geography and place. It’s about a sense of connection and belonging. Often, it offers an opportunity to give.

How many communities are you a part of? How are you giving in each of them? Are you giving time, talent, treasure, or ties (your network of colleagues or friends)?

Professionally, I’m involved in various organizations such as the Purposeful Planning Institute, 21/64, Professional Women’s Network of the Monterey Peninsula, and a cadre of youth group advisors. Personally, I take part in a photography group, yoga community, Women’s Wealth Group, and Jewish community. And this is just a taste!

My engagement with the Jewish community has me considering how we contribute. When giving in a group setting, or even discussing it, we enrich our lives in a different way than when we give as individuals. Here on the Monterey Peninsula, every August, Congregation Beth Israel puts on a Jewish Food Festival to introduce others to our cuisine, customs, and traditions and as a fundraiser. While this is only a one-day event, people work tirelessly throughout the year to pull it off. I always look forward to baking during the summer and volunteering the weekend of the event. This is an amazing example of people coming together to give. We each contribute in a way that feels meaningful to us.

I’m happy to give back in other ways too, as you’ll learn in this issue.

Take some time to think about how you contribute to the communities you participate in. Remember why you became a part of them and maybe you’ll fall in love with giving all over again, just like I do every year.

Deborah Goldstein

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Deborah Goldstein Appointed Co-Dean of Philanthropy

 

It is a pleasure to have been selected as the Purposeful Planning Institute’s Co-Dean of Philanthropy. Sharing this appointment is my wonderful colleague, Bruce DeBoskey, of The DeBoskey Group. Bruce is a fellow 21/64 trainer and a Denver-based philanthropic strategist. We look forward to working collaboratively to provide relevant information, resources, and guidance in best practices in philanthropy for our fellow PPI members.

The Purposeful Planning Institute is a “learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques.”

Philanthropy Camp for Women Returns Oct. 2!

 

The fall session of Philanthropy Camp for Women is fast approaching. We will be returning to the historic Asilomar Conference Grounds starting Thursday, October 2 at 6 pm. Have you reserved your place?

Everyone can be a philanthropist! Philanthropy Camp for Women is a great opportunity to explore your philosophy of giving and learn how you can give in alignment with your values. Participants in the first session commented on how invaluable it was to be on this journey with others. It helped open their minds to other perspectives, allowed them to clarify their own giving, and brought peace of mind about their giving.

During this six-week course, participants will discover how to make a difference, learn how to give in a meaningful way, and re-engage with the giving experience!

Register today! Early bird pricing ends September 20.

Advisors: Interested in offering this unique experience for your clients? Click here to read about a streamlined two-day retreat format that could be perfect for you.

TEDxSantaCatalinaSchool: Matters of the Heart

 

It is a delight and honor to have been invited to speak at the upcoming TEDx event at Santa Catalina School in Monterey on October 17th. This year’s theme, “Matters of the Heart,” is a perfect opportunity to launch a conversation on philanthropy. I look forward to speaking to this group of upper class young women who are already shining leaders in our community. They hope to offer a live-stream, so stay tuned to LinkedIn, Facebook, and Twitter for the latest. I’ll also share a link to the video in an upcoming newsletter.

Resource Highlight–Engaging the Family in Your Philanthropy

 

I recently picked up this resource from Foundation Source, “the nation’s largest provider of support and advisory services for private foundations.” Their brief pamphlet, Engaging the Family in Your Philanthropy, highlights why families create foundations and how they often develop two missions—one external, the other internal. It is this latter mission that holds such value for any family. How might a foundation increase family engagement or help to carry on family traditions? For each family it will be different. Take some time to read the advice and examples from Foundation Source clients. We all can learn from families engaging in philanthropy together.

How will you and your family fall in love with giving?