Reader Bruce Trachtenberg leaves me this comment on my post titled Tactical Philanthropy: The Next Buzzword?: Maybe we should just steer clear of buzzwords altogether and just focus on getting the job done. Then, if necessary, we can call it “successful philanthropy.” Bruce’s website features the Jargon Finder: an online collection of foundation and nonprofit […]
Category Archives: Tactical Philanthropy
Tactical Philanthropy: The Next Buzzword?
October 25, 2007 – 10:07 am
In last 2005, I started using the phrase “tactical philanthropy” to refer to the work I did with clients at Ensemble Capital Management. “Strategic Philanthropy” is a common phrase and I thought that if there is strategy, then by definition there must be tactics. In spring of 2006, the book Mapping the New World of […]
Tactical Analysis: Donor Advised Funds
January 8, 2007 – 8:21 am
So far we’ve gone through the first four steps of the Tactical Philanthropy process. You can click on the links to read about Goal Establishment, Legacy Planning, Asset Analysis, and Tactical Analysis. After giving an overview of the Tactical Analysis step, I gave a case study. Today I am going to talk about the second […]
Tactical Analysis: Private Foundations
December 20, 2006 – 10:15 am
So far, we’ve gone through the first four steps of the Tactical Philanthropy process. You can click on the following links to read about Goal Establishment, Legacy Planning, Asset Analysis, and Tactical Analysis. After giving an overview of the Tactical Analysis step, I gave a case study. Now I would like to begin talking about […]
Tactical Analysis
December 6, 2006 – 9:50 am
The first three steps in the process of Tactical Philanthropy are Goal Establishment, Legacy Planning and Asset Analysis. Today we move on to Tactical Analysis. Once we know what a donor’s short and long-term goals are and what assets they have at their disposal, we can begin restructuring their assets to more explicitly reflect their […]
Asset Analysis
November 21, 2006 – 9:03 am
Step three of the Tactical Philanthropy process is Asset Analysis. Most of the charitable giving in this country takes the form of cash gifts. In most cases, cash is a bad gift. The IRS gives you an income tax deduction when you make a gift to charity. They also forgive you any capital gains tax […]
Strategy vs. Tactics
November 20, 2006 – 11:34 am
This blog is about Tactical Philanthropy. Phil at Gift Hub recently complained that most philanthropic planning is tactical and so I want to take a moment to break down the difference between Strategy and Tactics and explain why I think they are equally important disciplines. The words Strategy and Tactics come to us from the […]
Legacy Planning
November 20, 2006 – 9:56 am
The second stage of Tactical Philanthropy looks at how you want to distribute your personal and social capital upon your death. Subject to the rules of the estate tax, you can distribute the capital you accumulated during life to the government (as social capital), to nonprofits (as social capital) and to your heirs (as either […]
Goal Establishment
November 17, 2006 – 8:18 am
This is the first phase of tactical philanthropy and the point of handoff from the strategic process to the tactical process. This is the point at which the strategic vision is communicated to the tactical advisor. The vision may have been crafted with the help of a strategic advisor or by the donor on their […]
Wealth Management of Philanthropic Capital
November 16, 2006 – 8:20 am
Tactical Philanthropy is a wealth management issue. Philanthropy as a whole is not a wealth management issue, just as life is not a wealth management issue. Nevertheless, once you have decided to become a philanthropist – once you have decided to engage in the “passionate giving of capital resources” – you need to think about […]
