Newsletter

The Giving Season is Upon Us

October 26, 2017

We’re entering the giving season. People tend to give more at this time of year and nonprofit organizations tend to receive more donations in the final months of the year. Why is this?

The clients I’ve worked with are usually inspired to give for myriad reasons other than a tax deduction. So, why do people wait until the end of the year to give? Is it because they’re being asked more at this time of year? How can we change that? How can we be more proactive about our giving? How can we give throughout the year in thoughtful ways?

I hope you’ll join me in an exploration of your giving at one of my upcoming workshops designed to help you create your own vision for giving. You’ll be inspired to give in ways that are most aligned with your values. See below for more details.

Wishing you a joyful giving season and hoping it lasts throughout the year!

Deborah Goldstein
831-402-1724

Creating Your Vision for Giving 

The end of the year is just around the corner. And you’re probably already being inundated by requests for donations. How do you decide? How do you avoid feeling overwhelmed by these requests?

Try being more thoughtful about your giving! Create your OWN vision for giving.

In this interactive workshop, I’ll guide participants in:

  • articulating your values
  • identifying your interests
  • picturing your legacy

Register today and enlighten your giving!

I’m pleased to offer this workshop on October 30th, November 27th, and December 10th at Sacred Money Studios and Prosperity Pie Shoppe in Multnomah Village. This lively space is “a place where people gather and practice being in flourishing relationship with money through coaching, classes, community events and best of all, pie!” If you’re local, but not able to join me, be sure to check out this great community resource.

 

Looking for a Few Good Women

Are you part of a book club, investment group, dinner club, alumni group, or some other collection of awesome women in the Portland area? Are you looking for another way to engage with your friends? Let’s explore giving together!

I’d love to bring Philanthropy Camp for Women to you. Contact me today to schedule!

Do you belong to one of these groups with your spouse/partner and other couples? I’m open to creating a Philanthropy Camp experience that works for you too! Let’s talk.

 

Resource Highlight—Generation Impact

In the newly released Generation Impact: How Next Gen Donors are Revolutionizing Giving, colleagues Sharna Goldseker and Michael Moody reveal the ambitions of Gen X and Millennial givers. These donors have financial resources far out pacing what we’ve seen before. And they have grand plans for how they’ll achieve impact and make a difference now, not when they retire. Take some time to read about these revolutionary givers. I have a feeling we’ll be hearing a lot more about them in the years ahead.

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Happy New Year! I hope 2017 is off to a good start for you.

I’m excited to get back to work this year after taking some time off to be at home with my son. I’ve got a few spots left on my calendar for that special client or project. Will this be the year you take time to engage more fully in your giving? I’d be more than happy to support you in this effort. Feel free to contact me today!

Still curious about what a philanthropic advisor does? Come see me in action later this month as I guide individuals in creating their own vision for giving in 2017. See below for more details.

Wishing you a prosperous year filled with joyous moments of giving.

Deborah Goldstein
831-402-1724

Creating Your Vision for Giving in 2017

Did you feel good about giving in 2016? Did you feel overwhelmed by year-end requests? Did you have difficulty deciding which organizations to donate to? Do you feel like you could be more thoughtful about your giving?

Start the New Year off by creating your own vision for giving! In this interactive workshop I’m offering on Sunday, January 22, 2017, I’ll guide participants in articulating their values, identifying their interests, and picturing their legacy. Combined, this will enable participants to develop their own vision for giving.

Register today and enlighten your giving in 2017!

I’m especially pleased to be offering this workshop at Sacred Money Studios and Prosperity Pie Shoppe in Multnomah Village. This exciting new space is “a place where people gather and practice being in flourishing relationship with money through coaching, classes, community events and best of all, pie!” If you’re local, but not able to join me, I encourage you to check out this great community resource for yourself.

 

Resource Highlight—YouthGiving.org

As you know, I’m a huge supporter of youth philanthropy. Now, thanks to Foundation Center, YouthGiving.org is a welcome hub for content, data, and resources. The grants data paints an inspirational picture of youth giving around the world. The resource section provides numerous works that support youth and those who advise them. And if you want to know the latest, you can follow them on social media or check out events in your area. Take a moment to explore what the youth giving movement is all about!

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This year has been incredibly full and summer just flew by! Now as we enter fall, the pace may slow, a bit. And many of us will turn our thoughts to year-end giving. I hope you will take time out of your schedule to give some dedicated thought to how your talent, time, treasure, or ties can make a difference at this time of year and in the year ahead.

Meanwhile, see below for a few exciting developments at Enlightened Philanthropy. Over the past few months, I’ve had the pleasure of presenting on family philanthropy and facilitating conversations with individuals to help them determine their own vision for giving. I’ve also been collaborating with colleagues in Canada!

Finally, I’m happy to share that I’ll be on maternity leave from October 9 through January 4, 2016. I look forward to connecting with you in the New Year. Please keep Enlightened Philanthropy in mind as you make plans for 2016. I look forward to supporting you in your giving aspirations in the future.

Wishing you all a joyous fall and holiday season ahead! Happy giving!

Deborah Goldstein
831-402-1724

www.enlightenedphilanthropy.com
facebook.com/enlightenedphilanthropy
@dagphilanthropy

Presentations for Colleagues and Philanthropists

Highlights from recent presentations:

  • In August, I teamed with Justin Miller of BNY Mellon in San Francisco to present on Family Philanthropy: What Works and What Doesn’t at the Annual Rendezvous in Colorado, hosted by the Purposeful Planning Institute. We had a full room and great conversation as the group talked through a couple different scenarios in family philanthropy and how best to address them. Thanks to those of you who attended!
  • In September, I explored family philanthropy further with Lisa Parker, President and Executive Director of The Lawrence Welk Family Foundation, in a teleconference for the Purposeful Planning Institute. If you missed it, feel free to listen in here. Lisa has vast experience in this field and shared some wonderful insights during our time together.
  • I also facilitated conversations with two very different groups about their values, interests, and vision for giving. The first was a group of Millenials (twenty-somethings) brought together for a weekend retreat by the Moishe House. The second was a group of Baby Boomer clients of a local financial planning firm. I so enjoy seeing how different generations respond to this activity. It’s enlightening for all involved!

Philanthropic Summit Attracts Diverse Group of Professionals

Prior to the Rendezvous, I helped facilitate a Philanthropic Summit, hosted by the Purposeful Planning Institute, and attended by colleagues from around the country. Our goal was to come up with some concrete ways to address the gap between trusted advisors and their clients in their perception of the philanthropic conversation, a topic I wrote about in a previous blog post. To learn more about the day, read my colleague’s blog post. Stay tuned for more developments from this gathering.

Philanthropy Workshops for Women in Canada

I’m also excited to announce a partnership with Dexterity Consulting of Canada and TD Wealth. Throughout November, Dexterity Consulting will offer workshops for women in philanthropy in four major cities in Canada to guide them in the development of a strategic giving plan. Enlightened Philanthropy is pleased to support this effort through content and resource development. Click here to learn more and register.

 

Resource Highlight—Everyone can be a philanthropist!

With everything else that’s going on, it’s easy to forget about past successes. However, this fall, I’m taking a little time to reflect on all the hard work that went into preparing for my TEDx talk last October at Santa Catalina School. If you haven’t had the opportunity to watch it, please do so today. My nephew, who recently entered high school, told me he shared it with his social studies class! Is there someone you know who needs to be inspired in their giving? If so, please share.

 

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Spring is in the Air!

April 2, 2015

Spring is in the air! Actually, in Portland, it has been for some time. The first sign for me is always the exquisitely fragrant daphne. Now the cherry trees are blossoming and raining down their petals when the wind and actual raindrops blow through. Daffodils, tulips, and hyacinth have started spreading their color and joy around too.

This reminds me of last spring’s newsletter, where I talked about the origins of the Enlightened Philanthropy logo. The quatrefoil symbolizes cherry blossoms in Chinese culture and also new beginnings. And here I am, at a new beginning once again, setting down roots in Portland.

Thanks to those of you who I’ve met in recent months who are excited about the talents and possibilities I bring back to the area. I look forward to working with you in the months and years ahead. And I look forward to meeting other colleagues as well. Please feel free to share this newsletter.

And, thanks to my colleagues around the country who are open to collaboration. It is a pleasure to work with you and think about how we can bring the message of Enlightened Philanthropy to a wider audience. You can read more below.

Sending you all wishes for a bright, shiny new beginning this spring!

Deborah Goldstein

831-402-1724

www.enlightenedphilanthropy.com

facebook.com/enlightenedphilanthropy

@dagphilanthropy

Purposeful Planning Institute Annual Rendezvous

We’re a few months into the year and I’m already looking forward to the Annual Rendezvous in Colorado, hosted by the Purposeful Planning Institute, this August. Maybe that’s because I’ve just learned that my colleague, Justin Miller of BNY Mellon in San Francisco, and I will be presenting together on Family Philanthropy: What Works and What Doesn’t.

I hope you’ll join us at this “premier event that offers one-of-a-kind learning and networking opportunities.” This year’s Rendezvous “will bring together over 200 individuals representing more than 20 disciplines and professions for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business. The theme for this year’s event is The Journey to Mastery and throughout the event we will address the importance of the beginner’s mind and allowing yourself to be open to continual learning and growth in the ongoing journey to mastery.”

Since my first time at the Rendezvous two years ago, I’ve been impressed by the quality of attendees, wealth of networking opportunities, fabulous keynote speakers, and interactive nature of the breakout sessions. I hope to see you there!

Want to Share the Experience of Philanthropy Camp for Women?

In the spirit of collaboration, I’ve been talking with my fellow 21/64 trainer, Emily Davis of Emily Davis Consulting, about bringing Philanthropy Camp for Women to the Boulder, Colorado area. Stay tuned for more information as that develops.

Meanwhile, if you’re an advisor looking for an immersive, experiential philanthropy program for your clients or an individual looking to engage a group of friends in a fun exploration of giving back, let’s talk. I’d be more than happy to bring Philanthropy Camp for Women to your town!

If you’d like to hear more about the experience, listen to this Purposeful Planning Institute call I did last year.

Spreading the Message that We All Can Be Philanthropists!

Thank you to my colleague, Peter Johnson of PWJohnson Wealth Management, who I met at the Rendezvous, for the opportunity to speak to an intimate gathering of clients at a private home in Palo Alto last November. It was my pleasure to inspire these individuals to first think of themselves as philanthropists and then explore their values in more depth in order to inform their giving. Rex Northen of Cleantech Open and Wanda Whitehead of Casa di Mir Montessori School also shared stories of their nonprofit work.

If you missed the live event, the follow up webinar in December was recorded and available to listen to here.

 

 

Looking for a Few Young Philanthropists

Last year I launched New Voices of Philanthropy, featuring amazing young givers, on the Enlightened Philanthropy Blog. Since then I have had the pleasure of interviewing numerous thoughtful, dedicated, generous young individuals. I’m in search of more philanthropists (college age or younger) who are making a difference in the world. If you know someone I should interview, please let me know. I’d love to share his or her story of giving.

If you’d like to receive these blog posts and others in your inbox, sign up here.

 

Resource Highlight—Learning to Give

As you know, I’m keenly interested in how we teach the next generation about giving. How can we instill a culture of philanthropy in the youngest among us? It may happen at home, in the classroom, in a youth group setting, or an afterschool club. Whether you’re a parent, grandparent, aunt, uncle, cousin, or caring adult, we each can play a role in teaching children how to give back.

To help in that effort, check out Learning to Give. This site is based on the vision that “All youth are educated and equipped for lifelong engagement in philanthropy as givers of time, talent, and treasure for the common good.” They have resources for teachers, parents, students, youth workers, faith groups, and independent schools.

This spring, take time to talk with a young person in your life about what giving means to you and ask how you can support them in giving back.


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I’m excited to announce that I will be relocating to Oregon by year-end! After nearly 12 years on the Monterey Peninsula, it’s time to return home to the Pacific Northwest.

I want to thank my colleagues and friends here in Northern California. You have embraced Enlightened Philanthropy and Philanthropy Camp for Women and for that I am truly grateful. I’ll still be close, so please let me know how I can be of help to you and your family and/or your clients.

As I pack up my home and leave many things behind, I’m becoming reacquainted with familiar nonprofits and introduced to new ones as well. What to do with all the craft supplies and other random items (e.g., corks, packing peanuts) I’ve collected? Kids at MY Museum can make them into something fun and new at the Creation Station! Or how about that film camera I’ve passed up for a digital one? Turns out I can donate it to the Weston Scholarship, allowing a future photographer to hone her skills. And all those old towels I have can go to the SPCA for Monterey County so the animals they care for can be wrapped in love. Anything that didn’t sell at the garage sale will go to one of the numerous benefit shops in the area to support local causes. I’m happy to give back to this community that has given so much to me. It is a delight to know that although I’m moving away, part of me will find a new life on the Monterey Peninsula.

It makes me think, how well do any of us know the nonprofits in our community? Does it have to take a move to get to know them? I hope not!

How about getting to know one new organization this holiday season? See how you can help out at this busy time of year. Remember, it will boost your happiness and your health! Take time to serve others over the holidays and let me know what your experience is like.

In the meantime, I’ll be on the road…

Wishing you all a joyous holiday season!

Deborah Goldstein
831-402-1724

www.enlightenedphilanthropy.com
facebook.com/enlightenedphilanthropy
@dagphilanthropy

TEDxSantaCatalinaSchool: Matters of the Heart

 

On October 17, I had the pleasure of speaking at TEDxSantaCatalinaSchool to an audience of 75 young women and 25 faculty, staff, and community members. They discovered that they too can be philanthropists. The theme, Matters of the Heart, was the perfect stage to talk about philanthropy, values, and sea turtles (one of my other favorite subjects).

I am truly grateful to the student organizers for their hard work and the opportunity to be part of this wonderful event. Afterwards, the TEDx advisor and Assistant Head of the Upper School said she liked this talk so much that she’ll use it as part of their curriculum. Talk about a legacy!

If you’re interested in seeing the talk, you can find the video on my website. Click over to watch it and then remember sharing is caring.

Deborah Goldstein Named New Contributing Author for Planned Giving Design Center

 

As I talked about in the last newsletter, we all belong to numerous communities. Some are local, others are national or international. I’m pleased to join a new community and esteemed colleagues as a Contributing Author for the Planned Giving Design Center. It’s an honor to add my perspective to the conversation on giving. Please check out the first article I wrote and bookmark the page so you can return to future articles. You can even sign up to receive updates in your inbox.

The Planned Giving Design Center “is a virtual publishing company that was founded in 1998 to help create collaborative relationships between charitable and not-for-profit organizations and members of the professional advisory communities.” They do this by offering “the largest body of content found anywhere on the Internet on the subject of charitable gift planning” and planning tools for advisors and gift planners.

Resource Highlight—Grandparent Legacy Project

 

The holidays are a time for family. And what better time to capture family stories from grandma or grandpa via a video or audio recording. Not sure where to start? The Grandparent Legacy Project is a book including stories of 15 grandparent’s legacies, a CD with the audio for these stories, and a workbook with prompts to help you capture your own stories. There are even 20 suggestions for how grandparents and grandchildren can explore further.

Create a powerful experience for you and your family. Nothing can replace this opportunity for all to share in the retelling of a family’s legacy, especially their philanthropic legacy. For it is in this passing down where the magic happens. You’ll all be grateful you took the time to record these cherished memories.

How will you bring home the magic to your holidays this season?

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Fall in Love with Giving!

September 10, 2014

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

831-373-3406

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?

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Header-Image-Turtle-JC_Penney

Vol. 2, Issue 2

Summer vacation…the time of year everyone looks forward to. What are you doing this year? Traveling to some far off exotic location? Or staying home and taking advantage of the sights in your own community?

Whatever you do, I hope you’ll think about how you can make a difference. As you may recall, last summer I spent time in Nicaragua, working with two nonprofit organizations to save endangered sea turtles. Several of the young philanthropists I’ve interviewed have talked about the importance of international travel. Their trips to Nicaragua and Bosnia have been life-changing experiences.

Recently, I enjoyed a vacation on Maui and was happy to spend time swimming with turtles as I snorkeled through the coral reefs. I was also pleasantly surprised to see giving all around me. First, my friend and I discovered several local nonprofits when we attended the Earth Day Festival. Another day we saw youth restoring the local beach habitat. And on our final night, we attended a benefit dance to support the local hospitality association.

No matter where you find yourself, there’s always a chance to give. You can bring pencils to the schoolchildren in the remote village you are visiting (see Resource Highlight below for a review of The Promise of a Pencil). You can take time out to pick up trash at the beach or help with a restoration project. Or enjoy shopping at the local farmer’s market or art gallery. I hope you’ll keep an eye out for these opportunities—all of these actions make a difference.

Have a great summer!

Deborah Goldstein

831-373-3406

quatrefoils-line

Celebrating Philanthropy Camp for Women!

In April, we wrapped up the inaugural Philanthropy Camp for Women. Women from diverse backgrounds and career paths listened, interacted, and shared their passions for giving back.

Here are just a few of the things they had to say:

“This was a fantastic experience. Each session was chock filled with fun exercises, and special conversations. I felt that I learned a lot, but even more, I developed some ideas, BIG potential plans, met some fun women, and so much more. Put this down as a ‘must do’ for next time it is offered.”
~ Estate planning and tax attorney

“I’m so totally engrossed in the conversations we are having and what I am seeing and learning, I forget to stop and notice what a wonderful job you do in making it all happen. I haven’t felt this engaged in years. What a great, great program!”
~ Certified Public Accountant

“I thought the class was one of the best continuing personal education classes I’ve taken. We had a small group of wonderful women who shared openly, which made the class very informative and eye opening to new perspectives on philanthropy.”
~ Freelance graphic designer/Product developer

I am grateful for our journey together.

Like to learn more about the experience? Listen in as I talk about the Moments of Enlightenment from Philanthropy Camp for Women (recording from Purposeful Planning Institute teleconference in April).

Stay tuned for the announcement of fall dates.

Advisors, interested in offering Philanthropy Camp for Women for your clients? This is a great way to open the door to the philanthropic conversation. Contact me for more details.

quatrefoils-lineWhat is 21/64?

Years ago a colleague told me to check out 21/64. When I did, I found that they train philanthropic advisors like myself. At the time I thought, “some day I’ll take advantage of this opportunity.”

When I decided to focus on multi-generational giving, especially next gen, a couple years later, I knew that it was time to invest in their training.

To learn how this training has impacted my work…read more.

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Resource Highlight–Fun Summer Reads!

Are you looking for something fun to read this summer? Do you want to be inspired too? I recommend two great books to take with you on your summer vacation.

The Promise of a Pencil: How an Ordinary Person Can Create Extraordinary Change, by Adam Braun

Nearing his 25th birthday, Adam Braun started Pencils of Promise by depositing $25 in a bank account. As he says, “The biggest of dreams often start with small, unreasonable acts. Most people would have thought that it was crazy to start with the minimum amount, but I wanted to prove that you could start something big no matter how small you begin.” And he’s proven just that. Almost six years later, this for-purpose organization has built more than 200 schools around the world, providing education in communities that had no infrastructure.

The Promise of a Pencil is the inspiring story, outlined with 30 guiding mantras, of how Adam and a growing network of volunteers and advocates helped launch a movement. Throughout the book, Adam shares his personal journey and his encounters with the individuals who have helped shape who he is today. It is a compelling read.

Start Something That Matters, by Blake Mycoskie

Blake Mycoskie, chief shoe giver of TOMS, delivers an easy, fun read in his book, Start Something That Matters. He highlights his experience with TOMS along with that of other innovative organizations that are making a difference in the world. One of the key messages of the book is—we don’t have to wait to do good or to give back. As the book jacket says, “You can find profit, passion, and meaning all at once—right now.”

Blake’s intention is that his book will “be the catalyst of many more organizations and projects making a positive impact on the world.” To support this desire, Blake shares inspiration throughout the pages and challenges each of us to start something that matters. He outlines six simple keys that will help us do just that. What will you start?

For a longer review, visit 2164.net.

Happy reading!

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Happy Spring! I love this time of year. Color starts to pop up all over the place. Cherry blossoms bloom and then flutter to the ground in a rain of pretty pink petals when the breezes blow. It’s a time of renewal and rebirth, of new beginnings.

A few years ago, I visited the Chinese Garden in Portland, where I grew up. I was pleasantly surprised to find their entry gate was the same quatrefoil shape I had chosen as my logo. In inquiring about its meaning, I found it represents cherry blossoms in Chinese culture, a symbol for new beginnings—fitting for my new venture. Now I’ve come to find this shape wherever I travel throughout the world. In fact, it first caught my eye in Buenos Aires years ago. Now I photograph my quatrefoil findings, seeing it as a reminder of new beginnings and the work I am so passionate about.

I encourage you to take some time this spring to look at your giving again, with a fresh perspective, with renewed energy and desire to make a difference. Ask yourself: why do I give? Does my giving make me feel good? Am I giving to organizations or causes that I’m still passionate about? If you’re not feeling good about your giving, take some time to think about why and what you can do to change this.

These are the types of questions we’ve been exploring on our philanthropic journey at Philanthropy Camp for Women, which started earlier this month. If you weren’t able to participate this time, there are several opportunities coming up to hear more about what we’re doing. Read more below.

I’d also like to extend a special thank you to Kristen Fletcher for the header photo. I appreciate her documenting the fun we’re having at Philanthropy Camp.

Enjoy the spring blooms!

Deborah Goldstein

831-373-3406

Philanthropy Camp for Women Launches!

 

Two weeks ago, the first-ever Philanthropy Camp for Women launched at the beautiful Asilomar Conference Grounds. I am delighted to play with this lovely group at a venue known for its tradition of hosting women’s events. I am honored to be their guide on this six-week philanthropic journey. We’re exploring why we give, how we feel about our giving, how our earliest memories of giving shape how we give as adults, and much, much more.

If you want to learn more about this experience, I’ll be hosting a webinar in June to share the basics of Philanthropy Camp for Women. Keep an eye out for details as we get closer to the date. As always, if you or someone you know is interested in participating in the future, please contact me.

Also, on Tuesday, April 22nd, I’ll be the guest speaker for the Purposeful Planning Institute’s weekly teleconference. I’ll be discussing Moments of Enlightenment from Philanthropy Camp for Women. If you’d like to join the call, contact Julie Dorosz and she can provide you with details.

Enlightened Philanthropy to Present Locally

 

In May, I have two opportunities to present on Philanthropy: A Fresh Perspective. While the same title, the talks are aimed at two distinctly different audiences.

First, I’m pleased to be one of the speakers at Hayashi Wayland’s upcoming Non-Profit Leadership Summit on Thursday, May 22nd. The summit is designed to further the professional development of current and future leaders serving the non-profit community through education and discussion. Having attended two previous summits, I can attest to the quality of the programming it offers. They encourage attorneys, chief financial officers, controllers, exempt organization consultants, exempt organization board members, executive directors, and program managers to attend. For more information and to register, click here.

Second, I’m looking forward to presenting at the Carmel Foundation on May 28th from 2:30-3:30 pm as part of their Wednesday Program. During this presentation, we’ll focus more on the donors’ perspective and explore guiding questions to help attendees think more about their values as a foundation for giving. The presentation is open to members of the Carmel Foundation and the general public, free of charge. For more information, check out their website.

I hope to see you there!

New Voices of Philanthropy

 

Several months ago I launched this new feature on the Enlightened Philanthropy Blog. Since then I have had the honor of interviewing some amazing young individuals. I’m proud to feature these young philanthropists in my monthly series: New Voices of Philanthropy. I’m always on the lookout for these bright lights among us. If you know someone I should be sure to interview, please let me know. I’d love to share his or her story of giving.

Youth Philanthropy Connect: Weaving a Web of Support

 

Last year, I had a great time at Youth Philanthropy Connect. Will 2014 be the year you attend? I highly recommend this conference for families.

Youth Philanthropy Connect’s 4th Annual Conference will be held in Anaheim, CA at the Grand Californian Hotel at the Disneyland Resort from July 24-26, 2014. It features sessions geared toward youth philanthropists ages 8-21 and the adults who guide them. Attendees have the opportunity to learn about the ins and outs of effective philanthropy and youth programs, while also having time to connect with their peers in a collaborative environment. Attendees can make the most of their conference experience with plenary keynotes, networking and team-building opportunities, the YPC Giving Circle, workshop sessions, time in Disneyland, and more!

Register today! The early bird deadline ends April 15!

Resource Highlight—Focusing Philanthropy

 

People often ask me to recommend nonprofits for them to make a donation. The question is not as easy as it seems. So much depends on a variety of factors, which I explore with my clients, in order to provide them with a customized menu that aligns with their values, interests, and definition of success.

However, I’ve recently learned about Focusing Philanthropy, an organization dedicated to vetting nonprofits working in the areas of: increasing income, building community infrastructure, and achieving self-sufficiency. My conversation with their Executive Vice President, Kelly Hewitt King, illuminated their extensive due diligence—before and after funding. I was quite impressed with the work they are doing. If these are areas of interest to you and you want to learn more about their process and the organizations they recommend for support, I encourage you to check out their website.

 

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Happy Holidays! I wish each of you a joyous holiday season. I hope you enjoy time with your family and friends and engage in giving that fills your heart with joy.

So much of our philanthropic giving is done at year-end. I hope during this busy season you’ll take some time to think about your giving. Think about what you value, what you’re passionate about, and how you want to make a difference in our world. Take time to research causes or organizations that are of interest to you. And take time to involve the whole family as well. Check out the tips in The Hip Family’s Guide to Happier Holidays that is this issue’s Resource Highlight. However you give, be sure it’s meaningful to you.

The rest of this issue has a little something for everyone. I’m pleased to announce two new offerings coming in 2014: Philanthropy Camp for Women and Philanthropy Camp for Teens! I’ve been dreaming of starting Philanthropy Camp for years and am excited to finally see it come to fruition.

I’m also excited about numerous new speaking opportunities in the coming months. Find out where you can hear me discussing philanthropy.

And for advisors, there’s an important new report out by U.S. Trust and The Philanthropic Initiative on the value of having the philanthropic conversation with your clients. I’d be happy to talk with you further about the findings and how it can apply to your business.

Wishing you all a prosperous 2014!

Deborah Goldstein
831-373-3406

www.enlightenedphilanthropy.com

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Philanthropy Camp!

I am absolutely thrilled to launch Philanthropy Camp in 2014!
First up, Philanthropy Camp for Women starts March 11, 2014 on the Monterey Peninsula. This 6-week course is for women who want to: give back, make a difference in their community, and engage their families in giving.

 

Are you overwhelmed by requests from nonprofits at the end of the year? Are you having difficulty deciding between worthy causes? Do you wonder if your gift will make a difference?

Do you wish you could engage your kids or grandkids in giving? Do you wish the whole family was more engaged in giving?

If you answered YES to any of these questions, than Philanthropy Camp for Women is for YOU! Make 2014 the year you put the joy back in your giving!

Click here to learn more about Philanthropy Camp for Women and register. Space is limited, so reserve your spot today!

Philanthropy Camp Logo-Teens-Without StakeI’m also excited to offer Philanthropy Camp for Teens! If you’re interested in hosting or learning more about this one-week camp for teens to become engaged, philanthropic leaders, please contact me!

 

Enlightened Philanthropy to be Featured on Two Local Shows

I’m excited to be a guest on the local radio show, Simple Life, hosted by Cynthia Fernandes, co-owner of Pilgrim’s Way Community Bookstore and Secret Garden, this Saturday, December 21 from 4-5 pm. Tune in to KRXA 540 AM or listen online at radiomonterey.com. Cynthia features stories for the adventurous at heart. I’m looking forward to our conversation!

In January, I’ll be joining Gina Renee, licensed acupuncturist, holistic nutritionist, author, and radio and tv personality, on her local cable access show, Your Health, to discuss the health benefits of giving. The show airs Monday, January 6, 2014 from 4-5 pm on Amp Media or on local cable channel 24. It will rebroadcast on these same stations at 11 pm that evening and on February 3, 2013 at 4 pm and 11 pm.

Thanks for tuning in!

Latest Blog Post: Engaging Your Clients in the Philanthropic Conversation is Better for Business

I wasn’t surprised. I was familiar with the statistics. In preparing for a focus group a couple of years ago with trusted advisors, I’d done the research and learned about the frequency with which advisors discuss philanthropy with their clients. The latest survey from the U.S. Trust and The Philanthropic Initiative, released this fall, confirms there’s still a long way to go in terms of broaching the subject of philanthropy with clients. Read more…

Weaving a Web of Support

Registration is now open for Youth Philanthropy Connect’s 4th Annual Conference, July 24-26th, 2014, at the Grand Californian Hotel, at the Disneyland Resort in Anaheim, CA! Register now at the Early Bird rate!

With sessions geared towards youth philanthropists ages 8-21 and the adults who guide them, attendees will learn about the ins and outs of effective philanthropy and youth philanthropy models as well as have time to connect with their peers and work collaboratively. Attendees can make the most of their conference experience with plenary keynotes, networking and team building opportunities, the YPC Giving Circle, workshop sessions, time in Disneyland, and more!

I had a great time at the 2013 conference and highly recommend attending! Read more about my experience…

Resource HighlightThe Hip Family’s Guide to Happier Holidays

My friend and colleague, Lisa Parker, has developed a handy little guide for families who are longing for a “more joyful holiday.” She shares some great tips on making memories, creating rituals and traditions, and giving back this season through service. She even includes fun giving ideas for young and old alike. Explore her guide and let me know how your family celebrates the spirit of the season.

One of my own favorite ideas is to take this opportunity when your family is together to share stories—old and new. I especially love hearing how grandparents or great grandparents celebrated the holidays. There was something simple and almost sacred about holiday traditions of the past. It’s a good reminder that we didn’t used to have all this stuff and we made do with what we had. It’s a good reminder of family traditions too. Maybe there’s one your family wants to bring back and incorporate into your celebrations.

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Five years ago this month, I launched what became Enlightened Philanthropy! It has been an incredible journey—one that continues to delight and challenge while also allowing me to grow personally and professionally. I am grateful for the friends and family who have been with me as I take each new step, my mentors and coaches who have believed in me, my supportive colleagues who have encouraged my professional growth and development, and my clients who have engaged and challenged me.

As I mark this special occasion—the five year anniversary of Enlightened Philanthropy—I want to take a moment to thank you for your support. THANK YOU!

Deborah Goldstein
831-373-3406
www.enlightenedphilanthropy.com

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Special Announcement: Three New Presentations from Enlightened Philanthropy!

And now for the special announcement I promised in the last issue of the newsletter. Due to popular demand, I’m proud to announce three new presentations that I’m now offering:

If your group, or a group you know of, is looking for speakers please let me know. I’m happy to talk with Rotary Clubs, professional groups, study groups, religious groups, donors, and families. I’d love to connect and share more about these topics.

Dreams Really Do Come True

Deborah with hawksbill hatchling

Deborah with hawksbill hatchling

For years, as my friends and family can attest, I have been dreaming of volunteering with a sea turtle conservation organization. When I turned 40 last year, I decided it was finally time to make this dream come true. It did. In a BIG way. Read more about my trip to Nicaragua this past summer…

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