Unleashing greater generosity in the legacy planning process.....
In this 12 minute podcast social entrepreneur, Amy Looper, interviews Tracy Gary, author of Inspired Philanthropy: Creating A Giving Plan and Leaving a Legacy. The purpose of the book and of the podcast is to bring donors, advisors, and nonprofits together in common purpose. Having listened to this podcast, we hope you will make use of the free resources available on the Inspired Philanthropy website.
Outline of the Podcast
- Audiences: In the first 3.5 minutes Tracy defines the three audiences of the book: donors, advisors, and nonprofits, and how she hopes to get us to come together not in adjacent silos, but as collaborators for the good of donors, their loved ones, nonprofits and society.
- Driving Purpose: In the next 2.5 minutes Tracy explains why she substantially rewrote her prior edition of Inspired Philanthropy. The earlier edition showed how to create a giving plan. The new edition adds legacy planning. Why? Tracy herself and her cohort of donors are aging. That and the death of Tracy's mother, led her to think about how a giving plan can be extended beyond our lives into a legacy plan. That in turn led Tracy to consider the need for donors to work well with their tax, legal and financial advisors whose professional skills are needed to create a legacy plan that is both prudent and inspired. (A prudent plan takes care of the donor and her loved ones, come what may. An inspired plan does all that but also makes a positive contribution to the community.)
- Benefits: In the final 6 minutes, Tracy directly addresses each of her three audiences: nonprofits, advisors, and donors, showing each group how they can use the book to advance their goals. Most importantly, she helps us see how much we need each other, and how by dancing together not only as donors, advisors and nonprofits, but also as citizens, we can advance our own goals while doing more for the world.
Getting into Action
I was the producer of the podcast. The woman interviewing Tracy is Amy Looper. She and I worked together several years ago around her vision of a social venture, a vision that became MindOH, an organization that provides character education to at-risk high school students. Amy appears in Tracy's book, Inspired Philanthropy. For the book I contributed legacy planning resources for donors and advisors available for download under Resources: Appendix A and B. These tools are proving quite helpful to donors and advisors. The tools have also been successfully used by nonprofits, as part of convenings that Tracy has taught, to get the nonprofit's key donors and advisors together on the same page.
This podcast and the resources on the Inspired Philanthropy website are a labor of love and a gift. As we three have worked together, across our disciplinary silos, we hope you and your team will do the same. The world is in a difficult time. We are all called to do what we can.
I've fallen into a long work-hole from which I hope to emerge soon. Look forward to hearing the podcast. Any chance there'll be a transcript?
Posted by: Albert | November 07, 2007 at 01:20 PM
Good point. I should transcribe it.
Posted by: Phil | November 07, 2007 at 07:47 PM