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October 12, 2006


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Daniel F. Bassill

Thanks, Dan. We share the hope for such an online meeting place.

Sean Stannard-Stockton

It seems to me that an important part of furthering the development of the "philanthropy advice" industry is to more distinctly define the difference between Strategic Advice (who to give to) and Tactical Advice (how to give it, meaning how to execute the financial transaction of the gift).

Currently many advisors are trying to do both. Not many people would consult with their financial advisor about how they should live their life, and not many people would ask their psychologist or life coach about how they should invest their money. But this same dual role is common among philanthropic advisors.


Very interesting comment, Sean. I will study your blog. "How to live your life," "To whom to give to achieve a real world result," "How to structure the gift within an estate and financial plan" are indeed very different questions drawing on quite distinct domains of expertise and even wisdom. I agree that few can combine all this knowledge, and appreciate your point about needing a team to bridge the silos. The thing I see, often, is that the team members, since they do not talk the same professional langauge, do not always coordinate as well as the should. Often the tactics (because they are tools for which advisors are paid and in which they are trained) lead ahead of the strategies, and that vision remains unarticulated. How to start with vision, then strategy, then tactics is hard when the vision level people (the life coach, the therapist, the priest, the poet) may not have any financial acumen and may not be able to reality test the client's dream for financial feasibiilty, and may not be able to communicate with the tax, legal, and finance sorts.

I agree that it is common for philanthropic advisors to claim expertise in vision, strategy, and tactics, but in my experience most are best with tactics. I can appreciate your point in holding yourself out as a philanthropic technician.

Philanthropic Travel

"The knowlege of luxury, the luxury of knowlege." Maybe if we figure it out, and do it right, we might even do some good, unleashing the pent up idealism of our fellow citizens and uplifting our communities. How do I get paid for this? Have not figured it out, and it seems almost obscene to ask when the topic is giving, and helping those in need, but getting others paid royally is the way this work will get done."

Our idea:

Our mission, should you decide to join us, is to connect people at the heart worldwide. Philanthropic Travel builds bridges through intimate person to person experiences that spark sustainable humanitarian projects. Our travelers are delivering angel funding for clean water, medical and dental facilities, schools, training, jobs, homes, micro-finance and micro-entrepreneurial guidance.

"We appeal as human beings to human beings: Remember your humanity, and forget the rest." - Albert Einstein

Once we've seen each other up close, we realize that we're not that different after all. - David Chamberlain

Philanthropic travel introduces the world's most materially advantaged people to the world's most materially disadvantaged people. For many, it's the first meeting with their societal opposite, and both sides have positive energy to share. While the wealthy share humanitarian and economic assistance, the needy share an amazing appreciation for life in spite of the hardships that challenge their very survival. The many blessings of Philanthropic Travel flow in both directions.


On you site, do you talk about what led you personally to this work? What is your background? How did this grow out of your prior life or business experience?

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