I have had two long conversations by phone with Drake Zimmerman who has signed up for the Open Space Giving Conference in Chicago in July. Drake's firm, in Normal, Illinois, manages nearly $100 million of his client's money. With an MA in languages, along with a long list of financial, legal, and estate planning credentials, Drake sees his role as that of a "translator," who connects people's money with their meaning. Drake prefers to work with clients whose values he shares, and that includes a commitment to giving. We can all give, Drake believes, in ways big or small. By planning our finances in light of our ideals, we can a bigger difference more effectively, while meeting our many other obligations.
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