I met Jerry Chasen, JD at a "Summit" of philanthropic advisors organized by Steve Johnson of The Philanthropic Initiative and Albert Ruesga then leading New Ventures in Philanthropy. Jerry, like many of us there, has been working ever since on getting other advisors more active in philanthropic planning. To that end Jerry has started a pro bono project, The Advisors Project. As an advisor or nonprofit leader, or for that matter as a donor, you can register at his site and download some excellent free materials that will make it easier for the advisor, the client, and the nonprofit leaders to converge. The materials include a values-based client "fact finder," some photographs that will get a person thinking about what matters most, some flash cards on personal values, and flash cards on social causes. Jerry is speaking around the country to advisors. I will be hearing him in Dallas when he speaks for Dallas Foundation on January 25. The man and the materials are an excellent resource to the field.