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May 18, 2007

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Gerry

It is wonderful to see the work that you and Tracy are advancing, I'm sure with the help of many others, move from concept to reality. I'm sure you are right that it is up to the donors.

How does this piece relate to the coordination of other resources, the coordinated time of diverse expert volunteers, for example. Besides our connection to GiftHub and the extended network of people in and around philanthropy, we have few connections to money; plenty of interrelated skills, but time that is constrained by the need to hold a day job. And yet some of us may have a family member who has enough financial wealth to benefit from donor training. Will you offer a class we can invite them to enroll in?

Phil

I am hoping to find a venue in Dallas for talking to donors, nonprofits, and advisors, about how they can better coordinate for mutual advantage, and the good of society. Once we get the act down, maybe we can take it on the road. Tracy Gary's book, Inspired Legacies, is a good place for a donor to start. Also Wealth in Families by Charles Collier.

Dan Bassill

Gerry asked "will you offer a class...?"

I posted a link today to a web site titled "Center for Problem-Oriented Policing" The page I pointed to is "how to research a problem".
http://www.popcenter.org/Tools/tool-researchingProblem.htm

I feel that the training donors might seek is available, in numerous sites like this. We need to coach people into a process of learning, as a means of gaining information that they use to innovate solutions to problems. This coaching should start as future donors and leaders are kids, going through k-16 schooling. It should continue as life-long learning.

If donors, volunteers, parents, kids, and other stakeholders to a problem, any problem, are learning from the same information, they can begin to converge on some shared visions, with each acting based on his own understanding of the problem and solution(s), and his own set of assets and abilities.

You can find more links like this at http://tinyurl.com/2af5p9

Phil

Getting us all to share a conceptual map in a given issue area makes great sense. You would think that foundations would collaborate to create such maps, but such collaboration is apparently rare.

Donor training within an issue area presupposes that donors are already interested in that area. Many of those who might become key donors are not yet in touch with their own charitable passion.

What we need, clearly, is a map of the maps, as well as a process for leading a potential donor to an awakening of their own vision and passion, through the tools and techniques of giving as part of an overall financial and estate plan, to a specific giving plan within an issue area geared to impact.

There is a lot to all this. Today some people do one bit, others do another bit, but few ever get through the whole process. That is a remediable dysfunction, but one we are only beginning to address in working with donors, advisors, and fundraisers.

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