Blog

Key First Steps in Strategic Planning

Conduct an Internal Analysis: Begin the strategic planning process by assessing the current state of the organization. Key questions to consider include: Are we operating under an existing strategic plan? If so, when was it last completed? If not, why hasn’t one been implemented? This reflection helps identify the foundation from which the planning process […]
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The Coming Disruption to the Sector

The coming disruption to the sector One of the major challenges within the charitable sector that will likely come home to roost in the next year or two is the lack of transparency around data and impact, plus the lack of a centralized system that can demonstrate the impact charitable dollars create. The result is […]
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3 Predictions for 2025

Three things C-Suite and Senior Leaders in the Non-Profit and Philanthropic Sector should be ready for and how you can take action now. 1. AI: from scary nightmare to practical tool We’ve heard and read about the power of AI for quite some time. This year marks the turning point when you either start using […]
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A CNBC Model to Guide Philanthropic Investments

If you\’re an inquisitive investor you probably turn on the television every once in a while to watch the stock performance of your favorite company. Green means good and red is bad. The color tells you something, but not everything. There is generally a story behind the movement of a stock. Maybe the earnings were […]
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Post-Pandemic Data: Not Pretty

The state of our nation post-pandemic is not looking good. For awhile many of us have been tracking case numbers and vaccination rates. While these are important data points, combining multiple data points paints a more wholistic picture of the nation\’s health that is not very pretty. Reports using data from late 2020 and through […]
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Digital Public Infrastructure

This is the latest section that has occupied my thinking of late. Comments are appreciated. In the course of researching and writing my manuscript titled:   The digital transformation of the non-profit sector: An inevitable and vital revolution to scale impact and solve the world\’s greatest challenges.  A number of new areas of intrigue have bubbled […]
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Leadership: Know Your Strengths

The sport of triathlon requires the participant to complete three events in three separate disciplines, each back to back over a defined course. Shorter triathlons, known as \’sprints,\’ can usually be completed with little to no direct experience in the sport and perhaps cursory knowledge of one or two of the three disciplines. I\’ve been […]
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Machine Learning and Philanthropy

“It is more difficult to give money away intelligently than to earn it in the first place.” – Andrew Carnegie If you want to invest your money in stocks, there is no shortage of companies, experts and advisors with opinions of how to invest your money. If you want to donate to a charity, there is a […]
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Friction Costs in the context of charitable donations

Friction costs Let’s consider ways to reduce or eliminate donor friction costs.  ‘Friction costs’ are a common consideration in business transactions. Basically, ‘friction costs’ is a term used to describe the machinations or steps someone has to go through in order to complete a purchase. Businesses of all types think a lot about how to […]
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