March 31, 2020

Realigning a Long-standing Legacy Program

Navigating to a transition is a significant challenge to a foundation. Learn how to phase out a legacy program with Bainum Family as they share their experiences and learnings in the hopes to help foundations who are facing similar changes. This article is hosted on another website. Use the button below to visit the external site and read this content. Read Article
March 26, 2020

What is Catalytic Philanthropy and How is it Changing the World?

Learn how donors and funders can make a huge impact on big social issues by using an approach that creates transformative change. Find out how this philanthropy model has inspired some of the world’s leading philanthropists and why it gains ground in the leading trusts and foundations. This article is hosted on another website. Use the button below to visit the external site and read this content. Read Article
March 23, 2020

Responding to the Coronavirus Outbreak: Resources to Help Nonprofits

To help you cope as the COVID-19 crisis rise, here are a few collections of resources to help you stay focused and expeditiously plan on the most pressing priorities. This article is hosted on another website. Use the button below to visit the external site and read this content. Read Article
March 20, 2020

Five Questions Your Trustees Should Ask About Place

What does a placed-based approach mean and what can you learn from it? Find out how coordination from different organizations and sectors can help achieve the needs of the local people on prioritized social issues. This article is hosted on another website. Use the button below to visit the external site and read this content. Read Article
March 18, 2020

Sustainability of a Warrior: How Organizational Planning Can Occur at Unexpected Moments

Building for the future can happen at unexpected moments. Find out how your organization can take advantage of the short and long term planning that sometimes occurs simultaneously. This article is hosted on another website. Use the button below to visit the external site and read this content. Read Article
November 6, 2019

November 2019 Speaker Series a Huge Success

Philanthropy as a Strategic Business Advantage – Maximizing Opportunities for All through Business Exit Planning Thank to you Sherri Neesham and all of our attendees for making this event a success. Please check back soon for more opportunities to connect and engage on philanthropy topics in Orange County.
March 16, 2018

Reflections on Philanthropy is Good Strategy…

By John Guastaferro, CFRE OC AiP featured Mark Thomas as the speaker at our lunchtime program at the Center Club on February 25, 2018. Mark shared wisdom from his 33 years of developing a client-base at KPMG and important stories of working numerous top-tier clients. The program was sponsored by Brown & Streza, LLC. Mark framed his message around three categories: People and places; work and mission; and complexity. People and Places Mark Thomas’ journey has led him to work with such notable clients as The Bill and Melinda Gates Foundation, The J. Paul Getty Trust, and World Vision International. […]
March 16, 2018

Staying True to Your Cause

By John Guastaferro, CFRE Every great brand starts with a cause—their reason for being. We all have a cause, whether we are a nonprofit, corporation, startup, established business, or financial institution. Yet, cause often gets diluted amidst numerous other priorities and day-to-day tasks. We have all had those days where we need to step back, take a breath, and remind ourselves WHY we are doing this all in the first place. When your cause, brand, and team are aligned, it creates a powerful framework for success. Here are a few examples where a steadfast commitment to cause has led to […]
March 16, 2018

Supporting Your Favorite Organization without Writing a Check

By Richard Ward, CFP You may be a regular, committed supporter of an organization, doing your best to be generous in your gifts to help achieve the organization’s mission. But it’s not always easy – or wise – to simply write a check when your cause needs your help. Are you aware there are other ways to complete your philanthropic plans without writing a check? And are you aware that some of them may be even more effective in reducing your tax obligations (consult your CPA or tax advisor) than contributing a cash donation? Here are a few ideas to […]