Family Philanthropy Boot Camp organized by Marker Goldsmith Advisors at www.wisephilanthropy.com. Operating at the reputable end of the scale, I would say. Family finance does not seem an area of expertise, nor Morals Tutoring per se, though Richard Marker was the first Jewish chaplain in the Ivy League. So maybe morals coaching does come into it. Mirele Goldsmith is a PhD with expertise in (grant-making) program evaluation. I sense that a philanthropic budget is presupposed.
What is of interest to me is how these worlds of money and love intersect. Not all money is old money. Much of the work of philanthropy is converting bricks and mortar, farms and ranches, closely held businesses, into liquid wealth for family purposes and social purposes. That kind of work requires an intimate closely managed interplay between people with the expertise of Marker Goldsmith and those with expertise in tax, finance, and wealth transfer planning. In that complex dance, who leads and who follows? Who manages the process? And who gets processed how? That is where Tracy Gary and I are entering the conversation. Legacy planning for new money, and old money too, is a dance among the disciplines, but it should be driven by love, and love might touch tzedaka: charity and justice in community.
One man's Rabbi is another's Fool. Doing philanthropy advice in the public square outside any covenanted community, or Ivy covered gates, taking on all comers, that is a Fool's errand. Something to be said for working within a particular community and living tradition. (We Dumpster Dwelling Morals Tutors do sometimes feel a pang of longing for belonging, but have been taught to steel ourselves to the difficult work of making life difficult for wealth. As if life were not hard enough for them already. Better to have been born wise or become wise. Then I could have run www.WisePhilanthropy.com, instead of A Fool's Paradise. )