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May 05, 2008

Financial Advisors as Guiding Stars to Philanthropic Giving

At Philanthropy Now, Charles Maclean has posted for download his "Financial Advisors as Guiding Stars to Philanthropic Giving." He too, as are Tracy Gary and I, is trying to network donors, advisors, and fundraisers into a more thriving ecosystem, in which all benefit by helping the idealistic donor/client achieve what he or she wants for self, family and society. To make it work each of us has to change our habits, but just a little.  I am pleased to see the vision (that we in our various roles in the giving field form an as yet suboptimal system) beginning to take hold. The next step is practical: putting the ideas into action community by community. Charles is pioneering that, as are Tracy and I.

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