Category Archives: Tactics

Spending your way to charitable donations

There has been a lot of debate about cause related marketing concepts like the RED campaign. Some people question how much money actually goes to charity and whether buying something with the agreement the seller will donate a portion to charity is a model that even makes sense. I think that donors (and consumers) want […]

Socially Responsible Investing

OnPhilanthropy has an essay posted titled “Socially Responsible Investing: A Foundation’s Duty?”. Personally, I wonder how investing in a generic “socially responsible” fund does anything to further the mission of most foundations. I do see how doing so might make a foundation board feel like they were doing something. But the fact that the essay […]

The Gates Foundation II

The Gates Foundation released a statement in response to the LA Times articles I discussed last week: "Bill and Melinda oversee the investment of the foundation’s endowment. In giving guidance to the investment managers, they have chosen not to get involved in ranking companies based upon factors such as their lending policies or environmental record. […]

The Gates Foundations

The LA Times has run a two part series on the investment policies of the Bill & Melina Gates Foundation (you can read part one here and part two here). The gist of the stories is that the companies that the Gates Foundation has invested in are causing some of the very problems that the […]

Tactical Analysis: Donor Advised Funds

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

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

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

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

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

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 […]