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A American Independent News Network, AARP, 14, 20, 40, 92, 264 188–189, 190 Academia-practitioner gap, bridging the, American India Foundation, 85 6–7 American Ireland Fund, 85 Academic centers, list of, as a resource, American Red Cross, 37 268–269 Andreessen, Marc, 3, 51, 73, 81, 86, 107, Accountability, 48, 60, 61, 76, 86, 112, 112, 203, 206, 255, 256 113, 117, 154, 190, 236, 240 Annual giving, 76, 141, 239 Accountants, seeking advice from, 95 Annual reports, 60, 110, 111, 123 Accounting ﬁ rms, paying, 236 Annuity trusts, 266 Acumen Capital Markets, 143 Anonymous giving, 52, 81, 206 Acumen Fund, 133, 134, 138, 142, Appalachian Trail Museum Society, 143–144, 146, 151, 162, 266 201–202 Acumen Fund Advisory Council, 143 Arabella Philanthropic Investment Advocacy philanthropy: and community Advisors, 213 foundations, 88; consequences of, Arab Spring (2011), 183 measuring, 190–192; directing a Arango, Marta, 137 windfall into, deciding on, 179–180, Arnett, Anthony, 175–176 186; forms of, and readiness to go into Arrillaga, Frances, 1–3 battle, 177–179; and giving circles, Arrillaga, John, Sr., 3 164; as giving ideas, 180–185; Arrillaga Foundation, 3, 206 long-term view for, 192–194; and Articles of Incorporation, 235 measurement,http://www.pbookshop.com 113; and online giving, Ashoka, 132, 136–137, 138, 61; overview of, 176–177; planning 145–146, 150, 151, 162 for, suggestions for, 195–199; story Ashoka Fellows, 137 illustrating, 175–176, 177; thinking Ashoka Fellowship, 145 and dressing for, 185–189; tips to Ashoka Support Network, 137 rememberCOPYRIGHTED about, 198–199 Ashoka MATERIAL University, 137 “Aha moment,” 246 Assets, strategically giving, 77 Aid to Artisans, 139, 147 Association of Fundraising Professionals, Alcoholics Anonymous (AA), 16 265 Amaba, Ben, 33–34, 35 Association of Small Foundations, 214, Amazon.com, 49–50 265 American Cancer Society, 47–48 AT&T, 179, 187 American GI Forum, 210 Atlantic Philanthropies, 28 American Idol (television show), 50 Audit committee, 236

297 298 Index

B Borish, Peter, 157 Baby Boomers, volunteering and, 14 Boulder Professional Women, 193 Bain & Company, 213 Boulder’s Community Foundation, 193 Ballot initiatives, goals for, 197 Boulder Valley School District Board of Bank of America, 233–234, 239 Trustees, 185–186, 187 Barna Group, 71 Boy Scouts, 42 Base of the pyramid (BoP), reaching the, BRAC (microfi nance institution), 56 134 Brazil Foundation, 85 Bay Area Women’s Sports Initiative Bretos, Conchy, 131–132, 136 (BAWSI), 159 Brett, Steve, 175, 179, 180, 193 BayKids, 30 Brett Family Foundation, 175, 176, 186, B-corporations, 28, 140 188, 193 Bell Action Network, 188 Bridgespan Group, 213 Bell Policy Center, 188, 194 Bridgestar, 213 Bennahum, David, 189 Broadway Dreamers, 193 Bernholz, Lucy, 52 Brown University Medical School, 16 Bhende, Seema, 43–44, 52–55, 62 Buddhism, 70 Bible, the, 69 Buffett, Warren, 70, 86 Big Brothers Big Sisters, 71 Bureaucracy, having no, 243 Bill & Melinda Gates Foundation, 146 Burnout, donor, 238 Bisexual community. See LGBT Burt’s Bees, 201 community Business models, use of, 128–133, 140. Bjornsrud, Marlene, 158–159 See also Social entrepreneur funding “Black Men and Boys” initiative, 181 Bylaws, creating, 235, 240 “Black Women for Black Girls” giving circle, 181 C Blogs/blogging, 12, 50, 56, 59, 61, 62, CAFAmerica, 85 183–184 Cain, Peter, 128, 134, 142–144 Blueprint Research & Design, 52, 213 Caledonia Foundation (Australia), 85 Blue Ridge Foundation New York, 243 Caledonian Foundation (USA), 85 Board chairs, 32 http://www.pbookshop.comCampaign for Tobacco Free Kids, 183 Board meetings, 32 Career advancement, 34–35 Board membership: and family Carnegie Museums of Pittsburgh, 51 foundations, 205; and nonprofi t Case, Joan, 46 startup, 236, 240; questions to ask Case, Steve, 46 when considering, 38–40; as a Case Foundation, 46–47 volunteer opportunity, 30–33 Castellano, Al, 210–211, 212, 214–215 Board responsibility, 115 Castellano, Carmen, 210, 211–212, Board types, 38–39 214–215, 215–216 Boatwright, Damond, 67–68, 70–71, 89 Castellano Family Foundation, 210, Boatwright, Makeba, 67–68, 70, 71, 72, 211–212 88, 89 Castilleja School, 30 Bolder Giving, 70 Catchafi re, 28–29, 110 Index 299

Catholic Charities, 93, 265 Command-and-control information Causes Exchange, 61–62 management, 60 Center for Progressive Leadership, 192 Commitment, 18–19, 24–25, 31–32, 83, Center for Resource Solutions, 182 245 Center on Philanthropy and Civil Communities of givers: and choosing Society. See Stanford PACS giving vehicles, 266; creating an Chandra, Ramesh, 53 organization for, example of, 6; Change, theory of, obtaining information lacking, 5; new, emergence of, online on the, 110–111 giving and, 61–62; online home for, ChAngels, 218 12; at work, 35 Changemakers, 147 Community Foundation of Silicon Valley Charitable/nonproﬁ t organizations. See (CFSV), 242, 243 Organizations Community foundations: advantage of Charitable remainder trusts (CRTs), 78, donating through, 88–90; and 95, 266 advocacy philanthropy, 187, 193; and Charitable trusts, setting up, 95, donor-advised funds, 78, 79; as a 264–265, 266 giving vehicle, 264–265, 266; and Charities Aid Foundation, 85 global giving, 85; as public Charity Navigator, 82, 181 foundations, 88 Charles and Helen Schwab Foundation, Complex forms, avoiding, 237 114 Connectedness: and community Chase Community Giving program, 47 foundations, 89, 90; online, 61–63 Chastain, Alicia, 30 Consultants, list of, as a resource, 269 Chastain, Brandi, 158–159, 161 Control, 60, 78, 81, 87, 216, 247, 265, Chau, Hector, 13–14, 17, 18, 20, 28 266 Children: questions for, 219–220; raising, Convio, 50 culture for, 81. See also Families; Family Corbett, Taylor, 55–57 foundations; Family suggestions Corporation for National and Christianity, tithing in, 69 Community Service (CNCS), 16, Chronicle of Philanthropy, 51, 79 19–20, 28, 29 CINDE (Internationalhttp://www.pbookshop.com Center for Council on Foundations, 214, 225, 265 Education and Human Development), Credit card payments, 238 137 Critical operational capacity, funding, Citizen philanthropy, emerging concept 106–108 of, 136 Cross-subsidization, 130–131 Civic Ventures, 28 Crowdrise, 29–30, 49 Civil rights movements, 53 Crowdsourcing, 46 CNCS. See Corporation for National and CU Advisory Board of the Journalism Community Service (CNCS) School, 194 CNN, 85 CU Foundation Board of Trustees, 176 Cold calling, 231 Culwell, Alexa Cortés, 114, 116–117, 120 Collaborative/collective giving. See Culwell, Cameron, 120 Shared giving Culwell, Travis, 116, 117 300 Index

D E Data, existing, making use of, 123 Eastside College Preparatory School, 30 Davis, Elizabeth, 227, 228 eBay, 145 Death: and donor-advised funds, 79; and Economic Analysis and Research family foundations, 216–217 Network, 194 Deloitte, 36 Ecotact, 144 Denver, John, 48 Edelman, 183 Depression, 16 Education costs, 86 Depression, Great, 142 Egyptian revolution, 183 Dial 1298 Ambulance, 130–131, 146 Eli Lilly, 46 Direct giving: in addition to advocacy Elk’s Lodge, 40 funding, 193; choosing, suggestions for, Ellinger, Anne, 70 93; and control, 81; to social Ellinger, Christopher, 70 entrepreneurs, 133, 134–135, 149–150; Employee volunteering, 33–37 and social impact investing, 140. Employer Identiﬁ cation Number (EIN), See also Online giving; Strategic giving; 235 Volunteering Empowering others, shared ideas and. See Disasters, global, awareness of, 84–85, Social entrepreneur funding 258 Encore Careers program, 28 Doctors Without Borders, 166 Endeavor, 138–139, 146, 151 “Do Good Live Well Study,” 15–16 Engagement level, consideration of, 266 “Donor-Advised Fund Report,” 78–79 Engineers Week, 33 Donor-advised funds (DAFs): and “Entrepreneurial Design for Extreme advocacy philanthropy, 193; choosing, Affordability” program, 133 suggestions for, 94; and community Entrepreneurs, social, giving to. See Social foundations, 89; described, 78–80; entrepreneur funding establishing, and impact assessment, Entrepreneurs Foundation, 37 102–103; as a giving vehicle, 264–265, Environmental Defense Action Fund, 181 266 Environmental Defense Fund (EDF), Donor appreciation, 238–239 145–146, 181 Donor breakdown, researching,http://www.pbookshop.com 83–84 E-philanthropy. See Online giving Donor burnout, 238 Equivalency process, 135 Donor choices: based on knowledge, 75; Existing data, making use of, 123 unintended consequences of, 58 Exiting gracefully, 76 Donor considerations, 266 Experience, adding to your, 26 Donor-designated fund, 94 Experiential learning, value of, 168 Donor intent, establishing, 217 DonorsChoose, 48–49, 52, 64, 105 F DoSomething.org, 29 F.B. Heron Foundation, 141 Drayton, Bill, 132, 136, 137, 147 Facebook, 26, 29, 36, 40, 47, 49, 51, 52, Dubin, Glenn, 157 61, 62, 63, 183, 197, 234 Due diligence, 57, 69, 74, 83, 85, 135, Faith-based giving, 68, 71 145, 162, 207, 263, 264, 266 Families: giving decisions in, gender and, Duration, 80, 83 10; instilling philanthropic values in, 9, Index 301

21–23, 81, 208–210, 212, 217–218, Form 1023 (IRS), 203 219; strategic giving and, 80–81; Form 990 (IRS), 82 volunteering as, 18–19 Foudy, Julie, 158–159 Family foundations: and family traditions, Foundation Center, 111 210–212; as a giving vehicle, 265; and Foundations: establishing, cost of, 79; and inheriting philanthropic values, nonprofi t startups applying for funding, 208–210, 218, 219; and level of 237; online information on, 60; and control, 78; planning for, suggestions social impact investing, 140, 141; for, 219–226; purpose of, and process supporting social entrepreneurs, 135. of establishing, 202–207; receiving See also Private foundations; Public consulting help for, 212–215; story foundations illustrating, 201–202; strategy setting Founder’s syndrome, 247 for, 215–219, 220–221; tips to Foursquare, 50–51 remember about, 224–226 Fraud/scandals, 114–115 Family suggestions: advocacy and, 198; Fresh Lifelines for Youth (FLY), 107, 112 family foundations and, 223–224; FSG Impact Consultants, 213 impact assessment and, 125; nonprofi t Funding focus, determining your, startup and, 251–252; online giving 204–205 and, 49, 64; shared giving and, 172; Funding intermediaries, use of. See social entrepreneur funding and, Intermediaries 150–151; strategic giving and, 98–99; Futures Group, 53 volunteering and, 40–41 FarmVille, 51 G Federated programs, 93, 264–265 Gabriel, Peter, 61 FedEx, 145 Gandhi, M., 53 Feedback: accepting gratitude instead of, Gap, the, 214 103; asking for, 7; posting, 62; Gates, Bill, 70, 85–86 receiving, 90, 104, 121, 189, 190, 241, Gates, Melinda, 70 242; responding to, 184 Gay & Lesbian Fund for Colorado, 108 Financial crisis (U.S.), 4, 142–143 Gay and lesbian community. See LGBT Financial returns,http://www.pbookshop.com 141 community Firefi ghting approach, 105, 110 Gender: and family giving decisions, 10; Fisher, Don, 214 and giving circles, 163 Fisher, Doris, 214 Gen-Y people, exposing, to developing Fisher, John, 214 countries, 119 Fisher, Laura, 214 Ghonim, Wael, 183 501(c)(3) status: and advocacy Gill Foundation, 108 philanthropy, 178, 181, 188, 192, 198; Girl Scouts, 42, 53 and nonprofi t startups, 235, 240, 243; Give2Asia, 85 private vs. public, 77–78, 93; and GiveWell, 86 vehicles for giving, 264–265 Givezooks, 49 501(c)(4) status, 178, 180, 181, 188, 192, Giving: as a calling, 255; culture of, 198, 264–265, 266 raising children in a, 81; ease of, Flannery, Matt, 49, 146 importance of, 237; as an evolutionary 302 Index

process, 11, 256; feeling from, Giving plans: courage to make, 8; experiencing the, 4, 16–17, 33, 72; as elements involved in, 9; sharing, a journey, 5, 31, 55, 76, 113–114, 205, example of, 3. See also Giving journal 255, 257; public vs. private, 80–81; Giving Pledge, 70 ripple effect of, 44, 73, 86, 118, Giving strategy. See Strategic giving 119–120, 136, 146, 169; as a way of GivingUSA Foundation, 71, 84, 141 life, 255 Giving value, 86 Giving 2.0 website, 12 Giving vehicles, choosing, 76–81, 93–95, Giving back, 154, 208 263, 264–266 Giving circles: and advocacy Global Citizen Year program, 28 philanthropy, 181; defi ned, 78; Global disasters, awareness of, 50, 84–85, learning in, 165–167; questions for, 258 170; success of, 169; venturing into, Global Fund for Children, 85, 266 162–165 Global Fund for Women, 85, 266 Giving Circles Network, 163 GlobalGiving, 46 Giving clubs, 257 Global giving: collective, 164–165; Giving effectively: designing products for, options for, 84–87; reasons for, 119 5; diffi culty with, 4–5; essential factors Global Greensgrants Fund, 85 in, 90; going beyond a single action Global Impact Investing Network (GIIN), for, 256; lack of a cohesive strategy 141 and, 72; learning from, 8; listening for, Global Impact Investing Ratings System 87 (GIIRS), 141 Giving failures: decreasing the risk of, Globalizer program, 136–137 121; learning from, 8, 115 Globalizer Summit, 137 Giving habits, addressing, 10 Global Philanthropy Forum, 167, 265 Giving journal: adding to your, 77; Global problems, persistent, 258 building a, 9, 15; creating your, Glossary of terms, 271–283 259–262; as a critical support tool, 10; Goals: for advocacy, suggestions for, setting up a, 73 197–198; establishing, and giving Giving paths: changing, 1, 2, 4, 113–116; strategies, need for, 104. See also Giving enhancing, offering http://www.pbookshop.compossibilities for, planning guidance; Strategic giving 8–9; mapping out, 105–109. See also Goldman, Jessica, 209–210 Impact assessment Goldman, John, 208–209, 210 Giving planning guidance: advocacy Goldman, Marcia, 208, 209, 210 philanthropy and, 195–199; family Goldman, Rhoda Haas, 208 foundations and, 219–226; impact Goldman, Richard, 208 assessment and, 122–126; nonprofi t Goldman Environmental Prize, 208 startups and, 248–254; online giving Goldman Sachs, 213 and, 63–65; social entrepreneur Google, 29, 59, 183 funding and, 148–152; strategic giving Governance committee, 236–237 and, 90–100; venture philanthropy Governments, power of, 176–177 partnerships and, 169–173; Graduate School of Business (GSB), volunteering and, 15, 37–42 Stanford, 6, 59, 146 Index 303

Grameen Bank, 146 Ikotoilet, 130, 144 Grantmaking guidelines, 85, 204–205, Impact assessment: and advocacy 206–207, 221–223 philanthropy, 190; as a gift of Grantmaking staff, expertise of, tapping knowledge, 120–122; and giving path into, 79 changes, 113–116; importance of, and Grants committee, 207 defi ning impact, 104; and mapping out Grassroots Enterprise, 183 your giving path, 105–109; Great Depression, 142 measurement strategy for, shaping Greater Kansas City Community your, 109–113; overview of, 103–104; Foundation, 68, 88, 89 planning for, suggestions for, 122–126; GreatNonprofi ts, 82 questioning organizations on, 97–98; Great Recession, 4, 142–143 resources for, 123–124; story Green investing, 140–141 illustrating, 101–103; tangible and Groupon, 51, 105 intangible factors in, 116–120; and tips GuideStar, 82, 181 to remember, 125–126; volunteering and, 36–37 H Impact Austin, 164 Habitat for Humanity, 70 Impact investing, social, 139–142 Happiness, 15, 16 Impact journalism, 189 Hardisty, Jean, 187–188 Incorporation, 235 Hard Questions, The: 100 Essential Questions Incubators, 241 to Ask Before You Say “I Do” (Piver), 71 Independent Sector, 265 Harvard Business Review, 156 Information access, 59–61, 62, 82. See also Health benefi t, of volunteering, 15–16 Researching Health care costs, 86 Information resources: academic centers Heart disease, 16 as, 268–269; further reading as, “Heart of the Donor” study, 18 267–268; philanthropy consultants as, Hero, Peter, 241–242 269 Hiemenz, Mark, 101, 102–103, 104, 108, Infrastructure, establishing an, 235–236 109, 113, 118–119 InnoCentive, 46 Hinduism, tithinghttp://www.pbookshop.com in, 69, 70 Innovation: emerging, tapping into, 258; Holistic giving, 117, 140 encouraging, 204; open, 46, 47; prize Hope Consulting, 103 for, 256; in venture philanthropy Hub, The, 61 partnerships, 158–162 Hughes, Chris, 62 Innovation Lab (ideas to test): for Hunt, Helen LaKelly, 164 advocacy philanthropy, 196–197; for Hunt, Swanee, 164 impact assessment, 124–125; for Hurricane relief, volunteers providing, 20 nonprofi t startup, 250; for online giving, 63–64; for shared giving, 171; I for social entrepreneur funding, 150; IBM, 33, 35 for strategic giving, 92–93; for Ideo, 146 volunteering, 40 I Have A Dream Foundation, 193 Innovative giving, need for, 5 304 Index

Inspiration, 1, 2–3, 4, 72, 255 John Templeton Foundation, 28 Institute for Philanthropy, 166 Joint giving, 68, 73. See also Shared giving Intangible and tangible factors, assessing, Jolkona Foundation, 44, 45, 48, 54–55, 116–120 56–57, 61, 62, 64, 86, 110, 120 Interact, 53 Jones, Paul Tudor, 156–157 Intermediaries: and anonymous giving, JPMorgan Chase, 47 81; choosing, suggestions for, 93–94; Judaism, tithing in, 69–70 deﬁ ned, 78; as a giving vehicle, Jumo, 62, 197 264–265; and global giving, 85; and Junior League, 28, 40, 92, 264 social entrepreneur funding, 133, 134, JustGiving, 50 135; venture philanthropy partnerships JustTextGiving, 50 as, 162 Internal Revenue Service (IRS), 77, 82, K 95, 181, 203, 235, 236 KAFILA (urban health program), 53–54 International Center for Education and Kennebec Messalonskee Trails, 202 Human Development (CINDE), 137 Khawaja, Nadia, 44 International giving. See Global giving KickStart, 133 Internet, power of the: for advocacy, 181, King Baudouin Foundation United 182; for conducting research, 82, 111, States, 85 231; for family foundations, 205–206; KIPP network, 214 for impact assessment, 112; new Kiva.org, 49, 57, 146, 150, 166 transparency with, 110; nonproﬁ t Knight Foundation, 52 startup using the, 229, 233, 238; for Knowledge: adding to your, 26, 34, 54; online giving, 45–52; opportunities gift of, impact assessment as a, opened up by the, 153; transformation 120–122; giving effectively emerging of philanthropy through the, 62; and through, 90; marrying passion with, volunteering, 15, 24, 28–30, 35. See also 11; need for, 4; sharing, 167, 204; Online entries tapping into, online, 60 Intranet sites, use of, volunteering and, Koran, the, 70 36, 37 Kuria, David, 130, 144 Ireland Funds, The, 85http://www.pbookshop.comKutumb Foundation, 53 Islam, tithing in, 69, 70 Issue awareness, goals for, 197 L L3Cs, 140 J Latinas Contra Cancer, 211 Jackley, Jessica, 49, 146 Leader responsibility, 115 Jal Bhagirathi Foundation, 129, 134 Leadership changes, addressing, 115 Janus, Ted, 160 Leadership development, supporting, 180 Jargon, explaining the, 8, 271–283 Leadership skills, developing, 34, 37 Jerde, Roxie, 88 Lead Free Alliance, 139 Jewish Community Federation’s Imprint Learning: and advocacy philanthropy, Endowment Fund, 208 187, 192; continual, 14, 256; Jewish Community Foundation, 208 experiential, value of, 168; and family Jewish Federations, 93, 265 foundations, 214; giving effectively Index 305

emerging through, 90; from giving Mark and Charlie’s Gay & Lesbian Fund failures, 8, 115; from illness and death, for Moral Values, 102–103 1–2; journey of, 6; from mentors, 240; Market-based models, use of, 128–133, neglecting, 10; new skills, 35; from 137, 139, 140, 144. See also Social nonprofi t startup mistakes, 245; entrepreneur funding opportunity for, giving as an, 255; Martin, Elizabeth, 227–230, 231, from organizations, 87; through 232–234, 235, 239, 243–244, 247, collaboration, 161, 165–167, 169; from 248 what works and what doesn’t, 76, Mason, Andrew, 105 121–122 Measurement: and advocacy Lee’s Summit Medical Center, 68 philanthropy, 190–192; of employee Legacy making, 216–217 volunteering, 36–37; resources for, Legal and administration issues, 123–124; strategy for, shaping your, consideration of, 88, 141, 191, 193, 109–113; thinking broadly about, 203, 266 117–118. See also Impact assessment Legal guidelines, creating, 217 Media, future of the, 193–194 Legal Momentum, 233 Medicaid, 131 Lehman Brothers, 142 Menlo School, 30 Lesbian and gay community. See LGBT Mentors, use of, 138–139, 240–244, community 249–250 Letting go, 246–248 Merging, considering, 243–244 Levenson, Rachel, 209 Metrics: lack of caring about, 103; Leveraging, 80, 188 obtaining the right, next step after, Levi Strauss, 208 121; simple, asking for, 110 LGBT community, 101, 102–103, MIA Consulting, 131–132 108–109, 113, 118 Micro-enterprise creation, 119 LinkedIn, 234 Microfi nance/lending, 49, 56, 57, Lions Club, 40, 54, 264 118–119, 146 Listening to organizations, importance of, Microsoft, 43, 51, 85 87, 207 Milestones, setting, 191 Little League, 42http://www.pbookshop.comMinneapolis Foundation, 102 Lobbying, 178, 180, 191, 195. See also Mission: achieving your, nonprofi t Advocacy philanthropy startup and, 237; establishing a, for Lombardo, Michael, 16–17 family foundations, 203–204, 205 L’Oreal Paris, 54 “Mission Related Investing” resources, Lottery winnings, 211, 214–215 141 Lovett and Ruth Peters Foundation, 214 Mission statements, looking at, 111 Mjaft! (Enough!), 182 M Mobilizing Resentment (Hardisty), 187 Mahmud, Adnan, 43–44, 45, 54 Monetary value of volunteering, 19–20 Make It Your Own Awards competition, Monitoring performance. See Tracking 46–47 Monitor Institute, 52 Marc and Laura Andreessen Foundation, Moosejaw, 29 206, 256 Mutual funds, 140 306 Index

N No One Dies Alone program, 21 Narain, Jagat, 53 Norton, Edward, 29 National Center for Charitable Statistics, Novogratz, Jacqueline, 132–133 203–204 National Center for Family Philanthropy, O 214, 265 Occidental College, 55 National Furniture Bank Association, 77 On Demand Community, 35 National Network to End Domestic Online communities, 12, 35. See also Violence (NNEDV), 243, 244, Social media/networking 247–248 Online gaming, 51 Needs, immediate, giving to address, Online giving: backdrop for, 52–55; 105–106, 107 bringing people and issues closer, Needs assessment, 107, 207 55–57, 58–59; and connectedness, Network for Good, 50 61–63; as an evolving model, 57–59; Networking online. See Social media/ and information access, 59–61, 62; networking planning for, suggestions for, 63–65; Networks, tapping into, for nonprofi t and the power of the Internet, 45–52; startup, 232–235 story illustrating, 43–45; as a term, 62; New Door Ventures, 114, 117 and tips to remember, 64–65 New nonprofi ts, starting. See Nonprofi t Online news, 84 startup Op-Ed Project, 25 New Profi t Inc., 162 Open innovation, 46, 47 NewTithing Group, 69 Operations, organizational, giving to New York Times, 47 support, 106–108 Nimnicht, Glen, 137 “Orange Revolution,” 182 9/11 terrorist attacks, 60 Organizational fi nancing, questions on, Ning, 36, 61, 183, 197, 234 96–97 “No,” saying, personal guidelines for, 75, Organizational improvement, 192–193 opportunity for, 120, 121–122 Nongovernmental organizations (NGOs), Organizational operations: giving to 264–265 http://www.pbookshop.comsupport, 106–108; questions on, 96 Nonprofi t/charitable organizations. See Organizational performance assessment. Organizations See Impact Nonprofi t startup: business of, 235–239, assessment 250–251; mentoring and, 240–244; Organizational startups. See Nonprofi t moving on following, 246–248; startup planning for, suggestions for, 248–254; Organizations: and anonymous giving, soul searching before engaging in, 81; existing, supporting, vs. starting 230–232; story illustrating, 227–230; your own, 230; family foundations tapping into networks for, 232–235; funding, considerations in, 204–205; the thrill and hard work of, 244–246; fl awed strategies of, addressing, 115; tips to remember about, 252–254 learning from, 87; listening to and Nonprofi t success, measure of, 31 trusting, 87, 207; private vs. public, Index 307

77–78; researching, 81–84, 111; Political Research Associates, 187 sponsoring and supporting, 94–95 Politicized philanthropy, 177–178 Organizations, questions for: advocacy Pooling funds, 78, 139, 157, 168, 169, philanthropy and, 195–196; impact 180, 264, 266. See also Shared giving assessment and, 124; online giving and, Post, Stephen, 16 63; social entrepreneur funding and, Powers, Rebecca, 164 149; strategic giving and, 95–98; Pracademic, defi ned, 7 volunteering and, 38 Private equity investing, 140 OutGiving program, 108–109 Private Finance Initiative, 142 Outsourced professional fundraising, 74 Private foundations: advantages of, 204, 216; choosing, suggestions for, 93; as a P giving vehicle, 264–265; and level of Palindrome Advisors, 35 control, 78; public foundations vs., Palindrome Pledge, 35 77–78; public record of, 81; risk-taking Palo Alto Investors, 160, 161–162 function of, term used to describe, 156. Passion, 1, 2, 11, 19–21, 23–24, 52, 62, See also Family foundations 163, 218, 219, 230, 235, 239, 245, Privately giving vs. publicly giving, 256, 258 80–81, 186–187 Payout requirement, 265, 266 Private-public partnerships, pursuing, 88 PayPal, 51, 238 Project Open Hand, 209–210 Peace, 1 Publication 78, 82, 181 Peninsula Center for the Blind and Public foundations: and advocacy Visually Impaired (now Vista Center), philanthropy, 193; choosing, 22 suggestions for, 93; community Performance assessment, organizational. foundations as, 88; private foundations See Impact assessment vs., 77–78 Performance monitoring. See Tracking Publicly giving vs. privately giving, Pershing Square Foundation, 105 80–81, 186–187 Peters, Dan, 214 Publicly traded company shares, buying, Philanthropedia, 82 140 Philanthropic awards,http://www.pbookshop.com 3 Public policy, infl uencing. See Advocacy Philanthropic resources: needing to do philanthropy more with less, 5; waste of, 4–5 Public-private partnerships, pursuing, 88 Philanthropist, defi ned, 1, 10–11 Public record, 81 Philanthropy Roundtable, 214, 265 Purpose, 1 Philanthropy Workshop sessions, 166–167 Purpose Prize, 28 Planning for giving. See Giving planning guidance; Giving plans Q Plant-It 2020, 48, 57–58 Quimby, Hannah, 201, 202, 205–206, Point, The, 51 213, 218 Policy change: goals for, 197; and impact Quimby, Roxanne, 201, 202 assessment, 109; roadblocks to, 177. See Quimby Family Foundation, 201–202, also Advocacy philanthropy 205–206, 213 308 Index

R Ripple Effect initiative, 146 Rating systems, 82–83, 141 Robertson, Shauna, 29 Razoo.com, 49 Robin Hood Foundation, 157–158, 266 RCM Capital Management, 69 Rockefeller, John D., 156 Reading Partners, 17 Rockefeller Foundation, 46, 47, 166 “Ready When the Time Comes” Rockefeller Philanthropy Advisors, 141, program, 37 213 Recession, Great, 4, 142–143 Root causes, giving to tackle, 106, 110 Red Cross, 50, 60–61, 77 Rosenberg, Claude, 68–69 Reinventing the wheel, 4–5, 123, 184, Rosenberg Capital Management, 69 231 Rotary Club, 28, 40, 53, 92, 264 Rejection, preparing for, 27 Rounds, Charlie, 101–103, 104, 108, Relay for Life of Second Life, 48 109, 113, 118–119 Religious tithing, 69–70, 71 Renewal, continual, 32, 90, 115, 246 S Reorganized Church of Jesus Christ of St. Clair, Lucas, 202 Latter Day Saints, 102 St. Michael the Archangel church, 67 “Reporting boards,” 32 Saltzman, David, 157 Researching: for advocacy, 184, 197, San Francisco Symphony, 208 197–198; to assess impact, 110; and San Jose State University, 158–159 family foundations, 204, 207; lack of, Save the Children Haiti Relief Fund, 51 103; need for, 4; for nonprofi t startup, Scandals/fraud, 114–115 231; organizations, 81–84, 111; to Science, Technology, Engineering, and participate in democracy, 182; and Mathematics (STEM) Education partisanship, 184; passion supported Coalition, 34 through, 4; power of the Internet for, Second Life, 48 82, 112; for volunteering, 25; your Self-assessment, questions for: advocacy fi eld, 69. See also Due diligence; philanthropy and, 195; family Information access foundations and, 219, 220; impact Resource Foundation, 85 assessment and, 122–123; nonprofi t Responsibility: to addresshttp://www.pbookshop.com global startup and, 248–249; online giving problems, 258; of board membership, and, 63; social entrepreneur funding 31; corporate social, 45, 54; culture of, and, 148–149; strategic giving and, raising children in a, 81; for family 90–92; venture philanthropy foundations, 203; inspiration partnerships and, 169–170; representing a, 4; leader and board, volunteering and, 37–38 115; level of, 56; religious, 69; that Self-assessments, board member, 236 comes with money, 180; volunteering Senior Corps, 28, 37 as a sign of, 35. See also Accountability September 11 terrorist attacks, 60 Retirement years, 13, 14, 28, 37 Shared giving: advantages of, 171–172; Return-donor rate, researching, 83–84 disadvantages of, 172; learning from, Ripple effect, 44, 73, 86, 118, 119–120, 161, 165–167, 169; tips to remember 136, 146, 169 about, 172–173. See also Community Index 309

foundations; Giving circles; foundations, 206; and global giving, Intermediaries; Social entrepreneur 84; and nonprofi t startup, 234; and funding; Venture philanthropy online giving, 45–46, 49, 50, 52, partnerships 55–56, 57, 61–62; and volunteering, Shoemaker, Emily, 179 29–30, 40 Shoemaker, Linda, 175–176, 177, Social returns, 141–142 179–180, 185–189, 192–195 Social Venture Partners (SVP), 168 Shoemaker, Paul, 168 Social Venture Partners International Silicon Valley Community Foundation (SVPI), 167–168 (SVCF), 79–80, 243 “Solutions for Impact Investors: From Silicon Valley Social Venture Fund Strategy to Implementation” guide, (SV2), 6, 17, 19, 30, 78, 87, 154–156, 141 160–161, 167–168, 169, 182, 241, 242, South Peninsula Jewish Community 243, 245–246 Teen Foundation, 208–209 Silicon Valley technology revolution, 5 Special Olympics, 257 Site visits, 207 Sponsored Volunteerism, 29 Skills acquisition, 34, 35, 37, 54 Sponsoring organizations, 94–95 Skoll, Jeff, 145 Staffi ng nonprofi t startups, 235–236 Skoll Award, 145 Stanford d.school (School of Design), 133 Skoll Foundation, 145 Stanford Hospital Emergency Skoll World Forum, 145 Department, 107–108, 112–113, 239, Small nonprofi t, starting a. See Nonprofi t 256 startup Stanford PACS, 6, 19, 30 Smartphone apps, 50–51 Stanford University, 3, 6, 22, 49, 59, 69, Social Edge, 145 80, 146 Social entrepreneur funding: business Status quo, accepting the, issue with, 256 models for, 128–133; as giving more StepUpWomen’s Network, 43 than money, 142–144; planning for, Strategic giving: choosing the right giving suggestions for, 148–152; sharing and structure for, 76–81, 93–95; easier replicating ideas in, 144–148; and entry point for, 88–90; and family social impact http://www.pbookshop.cominvesting, 139–142; story foundations, 215–219, 220–221; global illustrating benefi t of, 127–128; tips to giving options for, 84–87; matching remember about, 151–152 advocacy with, 181; need for, 4; Social entrepreneurs, questions for, 149 planning for, suggestions for, 90–100; Social entrepreneurship, defi ned, 132 research for, conducting, 81–84; story Social impact investing, 139–142, illustrating, 67–68; taking stock for, 264–265, 266 72–76; and tips to remember, 99–100; Social Innovation Fund (SIF), 17 tithing and, 68–72; transformation Social Innovation Practice, 54 and, example of, 7–8; with venture Socially responsible investment (SRI) philanthropy partnerships, 169. See also funds, 140 Giving planning guidance Social media/networking: and advocacy Strategies, fl awed organizational, philanthropy, 183–184; and family addressing, 115 310 Index

Stretch gifts, 31 Torah, the, 69–70 Strom, Stephanie, 47 Tracking: and advocacy philanthropy, Stupski Foundation, 114 190; and impact assessment, 104; and Supporting organizations, choosing, online giving, 56, 59; for strategic 94–95, 264–265, 266 giving, 74, 80, 85, 90; tool for, 9; and volunteering, 15. See also Giving T journal Tactical Philanthropy Advisors, 213 Transgender community. See LGBT Taking stock: to create your giving community journal, 259–262; for strategic giving, Transition periods, 114 72–76; of volunteering, 15, 75. See also Transparency, 60–61, 110, 120 Giving journal Trust, perspective of, 240 Tangible and intangible factors, assessing, Trusting organizations, 87, 207 116–120 Trusts, setting up, 78 Taproot Foundation, 36, 37 Twenty-First Century Foundation, 181 Tax-Aide program, 13, 14, 17, 20, 28 Twitter, 29, 40, 49, 50, 51, 52, 62, 63, Tax deductions/beneﬁ ts, 77, 78, 79, 80, 183–184, 197 85, 88, 89, 117, 135, 178, 180, 203, 204, 264, 266 U Tax-exempt status, applying for, 203 Ukrainian revolution, 182 Tax law, 178 UNCF (United Negro College Fund), 93 Taxpayer Bill of Rights (TABOR), 186, Uncommon Man Award, 3 194 Unemployment, 17 Teamwork skills, improving, 35, 37 UNICEF, 52 Technology and advocacy, 182, 184–185. United Jewish Appeal, 93 See also Internet, power of the United Kingdom: alliances in the, 50; TechnoServe, 137–138, 151 and the private sector, Tecsis, 139 142 Teenage volunteers: girls as, 16; growing United Methodist Church of the number of, 19 Resurrection, 67 Tele-Communicationshttp://www.pbookshop.com Incorporated United Negro College Fund (UNCF), 93 (TCI), 179, 187 United States: annual individual giving in Tenacity, need for, 245 the, 4; foundations registered in, as Theory of change, obtaining information family foundations, 203; giving circles on the, 110–111 in the, 162–163; increasing Think tanks, starting, 185, 186–188, 194. volunteerism in the, 19; microﬁ nancing See also Advocacy philanthropy in the, 146; social entrepreneurship in Third-party evaluations, 123–124 the, 131–132; tax law, 178; top form of Time commitment, 245 giving in the, 237 Timelines, setting, 191 U.S. Food and Drug Administration, 139 Tipping Point, 162 U.S. Navy, 33 Tithing, 68–72, 88, 102 United Way, 37, 93, 166, 265 Tocqueville, Alexis de, 19 UniversalGiving, 29, 64, 85 Index 311

University of Colorado, 176, 194 giving circles, 164, 166; measuring the USAID, 53 impact of, 110; monetary value of, 19–20; mother embodying, personal V story of a, 21–23; overview of, 13, Vehicles for giving, choosing, 76–81, 14–15; planning for, suggestions for, 93–95, 263, 264–266 15, 37–42; and screening, 27; by Veliaj, Erion, 182 serving on boards, 30–33; before Venture capital fund, 134 starting a nonprofi t, 231–232; story Venture capitalists, 156 illustrating, 13–14; and strategic giving, Venture philanthropy, defi ned, 156 83; through work, benefi ts of, 33–37; Venture Philanthropy Partners, 162 and tips to remember, 41–42; and the Venture philanthropy partnerships: value of collective passion, 19–21 adventure and innovation in, 158–162; Volunteer management software, 164 and anonymous giving, 81; VolunteerMatch, 26, 29, 37 camaraderie generated by, 168–169; and community foundations, 88; W defi ned, 78; emergence of, 156–158; as Waggener Edstrom Worldwide, 54 intermediaries, 162; and joining giving Wales, Jane, 167 circles, 162–165; and learning in giving Wall Street Journal, 51 circles, 165–167; planning for, Walmart, 145 suggestions for, 169–173; questions for, Walter and Elise Haas Fund, 208 before joining, 170–171; self- Warning signs, 98 assessment involving, 169–170; story Webby Award Jury Prize, 244 illustrating, 153–156; success of, Websites: family foundation, setting up, 167–169 205–206; foundation, checking, 60; Viral effect, 183 and Giving 2.0, 12; nonprofi t startup, Virtual Foundation, 85 as a critical tool, 238; organization, Virtual volunteering, 24 investigating, 111. See also Internet, “Virtuous Capital: What Foundations power of the Can Learn from Venture Capitalists,” White House Project, The, 192 156 http://www.pbookshop.comWitness (human rights nonprofi t), Vista Center (formerly Peninsula Center 61 for the Blind and Visually Impaired), Wolfe, Jeffrey, 29 22 Wolfe, Robert, 29 Vodafone, 50 Women Donors Network (WDN), 185, Volunteer award, 3 187, 188, 194, 265 Volunteering: and advocacy Women Moving Millions, 164–165 philanthropy, 193; assessing options Women’s Foundation of Colorado, 187 for, 23–25; and determining the right Women’s Funding Network, 164 fi t, 25–27; employee, impact of, WomensLaw.org, 229, 235, 239, 243, measuring, 36–37; as a family, 18–19; 244, 247, 248 fi nding the right opportunities for, Women’s United Soccer Association 27–30; as a gift to yourself, 15–19; and (WUSA), 158 312 Index

World Food Programme (WFP), 58 Yun, Joon, 159–162, 168 Yunus, Muhammad, 146 Y Yuschenko, Victor, 182 Yahoo, 29 Young Professional International Z Network, 43 Zakaria, Fareed, 85–86 YouTube, 61 Zynga, 51

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