INDEX

  • Note: Page numbers in italics refer to figures.
  • A
  • Abundance (Diamandis), 58–59
  • Acumen Fund, 74
  • Addepar, 79, 82, 183
  • Adults, treating next gen donors as, 284–285
  • Advisors to donors:
    • advice for, 169–170, 190, 212, 259–260, 271–274
    • best practices for, 373–403
    • implications for, 95, 264
    • legacy communicated by, 355
    • listening to clients, 186, 190
  • Agency, giving to next gen donors, 334–335, 394
  • Alexander Soros Foundation, 202, 203
  • Andrea and Charles Bronfman Philanthropies, 236
  • Angel investors, 89, 127
  • Arenstein, Sarah, 290
  • Ariel Investments, 105
  • The ASSOCIATED Jewish Community Federation of Baltimore, 155, 161
  • Assumptions, avoiding, 319–320
  • Authenticity, 309–310
  • Autonomy, giving to next gen donors, 334–335
  • B
  • Baby Boomers, 70, 168, 169, 232–233, 375–376
  • Bay Area Wilderness Training, 115
  • B Corps, 74
  • Belsky, Erica, 85, 87
  • Belsky, Scott, 84–91, 265
  • Best, Charles, 38, 78
  • Bill & Melinda Gates Foundation, 171, 202
  • Birthright Israel, 131
  • Blanchard, Ashley, 394–395
  • Blended value approach, 184–185
  • Blurring boundaries, across sectors, 11, 67–70, 94, 268–269
  • Board Leadership Course (21/64), 393
  • Board members:
  • BoardSource, 148
  • Bono, 144
  • Boston College Center on Wealth and Philanthropy, 8–9
  • Bradley, Bill, 28
  • BridgeWorks, 237
  • Buffett, Warren, 2, 222, 277
  • Burt's Bees, 15, 112–120
  • Bush, William H., 54–55
  • I
  • Identity of next gen donors, 239–262
    • “becoming” process and, 240–244
    • difficulty of launch and, 244–246, 274, 381
    • discussion questions about, 426–427
    • example, 246–256
    • generational personalities, 12–14, 102, 182, 232–234, 270
    • “generative” years, 257
    • identity capital, defined, 244
    • identity journey, 2, 153, 203, 205, 246, 255–256, 259–261, 330–331, 366, 435, 436
    • overview, 239–240
    • philanthropic identity, defined, 127, 146, 153–154, 160–162
    • proactive development by next gen donors, 242, 257
    • trend of giving at early stages of life, 243–244, 257–262
  • Impact:
  • The ImPact, 81–82, 183, 402
  • Impact Accelerator program, 393
  • Impact investing, 10, 58, 71–72, 81–83, 94–95, 183–185, 399–402
  • Impact Revolution, 23–41. See also Golden Age of Giving; Measurement; Next gen donors
    • and best practices for nonprofit organizations, 280
    • changing impact instead of issues, 47–49
    • discussion questions about, 411–413
    • example, 27–34
    • focus of next gen donors, 25–27
    • future of, 271, 274–276
    • importance of seeing impact, 34–37
    • nonprofits and donors working together for, 35–41
    • overview, 9–12, 23–25
  • Information Age, 302
  • Innovation, 26, 56, 67, 266. See also Collective giving; Impact investing; Next gen donors; Traditional philanthropy
    • advocacy, policy, and movement giving, 74–75
    • around impact investing, 401
    • blurring boundaries across sectors, 11, 67–70, 94, 268–269
    • difficulties of, 93–96, 274–275
    • discussion questions about, 413–414
    • disruption of traditional philanthropy, 84
    • examples, 75–91
    • in family legacy giving, 356–361
    • in nonprofit organizations, 307–311
    • overview, 67–68
    • providing clients with, 392–393
    • social business and enterprise, 74
    • through creative new funding mechanisms, 72
    • traditional vehicles versus, 83–84
  • Institute for Philanthropy, 225–226
  • Intention, in engaging next gen donors, 344–345
  • Intergenerational cooperation, See Multigenerational teams
  • IRS, 201
  • Issue areas of giving. See also Legacy of families; Peer networks; individual names of philanthropists
    • changing impact instead of issues, 34–37
    • orphan causes, 87, 89, 91
    • preferences of next gen donors, 45–49, 167, 175, 241
    • social change and, 145–149, 268–270
    • social responsibility of philanthropists and, 70, 74
    • of traditional philanthropists compared to next gen donors, 3–7, 12–13, 24, 43–44, 61–63, 123, 153, 175–176, 232, 266, 268
  • J
  • Jackson, Jesse, 104
  • Japan Society, 183
  • Jay, Meg, 244
  • Jewish Community Center of Manhattan, 131–133
  • Jewish Federation, 300
  • Jobs, Steve, 142, 144
  • K
  • Kaplan, Stanley H., 85, 86
  • Kellner, Peter, 78
  • Kickstarter, 73, 103–107
  • King, Martin Luther, Jr., 185, 232
  • Kiva.org, 69, 72
  • Krawcheck, Sallie, 186
  • M
  • Masquerade (Soros), 198
  • Maverick Collective, 167, 171, 251–252
  • McCormack, Elizabeth J., 184–185
  • Measurement, 23, 35
    • as element of giving strategy, 53
    • opposed to business goals, 95, 139, 269
    • of results, 30–31, 34–37
  • Mette-Marit, Crown Princess of Norway, 252
  • Michael Kors, 251
  • Microloans, 10, 72, 73, 95. See also Low- and no-interest loans
  • Middle-man organizations:
    • alternative funding models to, 69 (See also Innovation)
    • changing strategy in philanthropy, implications for, 47–49, 64
  • Millennials. See also Generational personalities; Identity of Next gen donors; Next gen donors
    • age of, and giving, 281
    • awareness of, 375–376
    • global awareness and local giving by, 61–63
    • misconceptions about, 13–14, 70, 146, 175, 263
    • networking by, 419
    • profile of, 1–3, 12–15, 36–37, 233–234
    • sense of purpose of, 189
    • work-life balance, 136
  • Mimi and Peter Haas Fund, 28
  • Mitchell, Cynthia, 217–218, 220
  • Mitchell, George, 1, 217–218, 220–222, 226–228
  • Mitchell, Pat, 179
  • Mitchell Energy & Development Corp., 220
  • Moody, Michael, 17–20
  • Morality, 185. See also Values
  • Moskovitz, Dustin, 24–25
  • Motivational Values Cards (21/64), 190, 289–290, 292, 386, 427
  • Motivation for giving, 102, 175–177. See also Values
  • Movement giving, 74–75
  • Muehlke, David, 305–306
  • Multigenerational teams, 215–237
    • advantage of, 234–237
    • advice for, 65, 190–191, 260
    • in advisory firms, 376–377
    • building peerage in, 229–231, 273
    • cooperation of, 231–234
    • discussion questions about, 425–426
    • example, 220–229
    • families as, 336–342
    • importance of building, 322–326
    • intergenerational communication about family legacy, 209–213
    • multiple generations working together, 215–218
    • role of younger generation on, 218–220
    • succession plans, 215
  • Museum of Modern Art (MoMA), 76, 77, 183
  • P
  • Parker, Sean, 6, 25
  • Partnerships, building, 280–283
  • Partovi, Hadi, 15, 91, 137–145, 203
  • Passion, about strategy, 44–45
  • Passport (Jewish Community Center of Manhattan), 131–133
  • Paul and Jenna Segal Foundation (PJSF), 369, 393
  • “Peanut butter” method of philanthropy, 10, 52
  • Peerage, on multigenerational teams, 229–231, 273, 340–341
  • Peer networks, 151–171, 269. See also Collective giving; Giving circles
    • connecting next gen donors to, 396–399
    • discussion questions about, 419–420
    • educational resources for, 162–164
    • encouraging next gen donors to develop and use, 365–370
    • example, 152–153, 155–162, 164
    • inspiration of, 164–166
    • overview, 151–152
    • peer giving as strategic giving, 166–167
    • peer influence and, 167–170
    • potential of, 170–171
    • transformation versus transaction in, 152–155, 272–273
  • Peer-to-peer learning experiences, 315–316
  • Pencils of Promise, 254–255
  • Personal connections, to nonprofit organizations, 298–299, 313–315
  • Personal experiences, 295–296
  • Philanthropic identity, See Identity of next gen donors
  • The Philanthropy Workshop (Institute for Philanthropy), 225–226, 393
  • Picture Your Legacy™ Cards (21/64), 210, 292, 356, 390, 428–429
  • Place-based legacy giving, 346–347
  • Political donations:
    • 501(c)(4) and, 200–201
    • as giving for advocacy, policy, and movements, 75
    • for social change, 269–270
  • Pollack, Michele, 178
  • Pooled funds, 73, 167. See also Collective giving; Crowdfunding; Giving circles
  • Popper, Karl, 199
  • Population Services International (PSI), 251
  • Power, 107, 152, 218, 266
  • Program-Related Investments (PRIs), 58, 72
  • Puente a la Salud Comunitaria (Bridge to Community Health), 223–224
  • “Purpose economy,” 189
  • The Purpose Economy (Hurst), 357
  • U
  • Uhuru Capital Management, 78
  • United Nations Foundation, 179
  • United Way, 300
  • V
  • Values, 175–191
    • aligning and living values, 1, 81, 183–186, 383–387
    • aligning portfolios with, 400–401
    • balancing family's values with donor's values, 182–183, 207–209
    • clarifying, 427
    • for decision making, 188–191
    • discussion questions about, 423–424
    • engagement based on, 288–293
    • examples, 179–187
    • giving back, 102, 176–177
    • learning from previous generations, 2, 177–179, 183, 191, 348–352
    • managing up to align within families, 187–188
    • motivation and, 175–177
    • overview, 175
    • passing on, 178–179, 182
    • seeking transformation with, 271
  • Volunteerism, 101–105, 120–122, 318–319, 361–365
  • Volunteers, talking with, 314–315
  • X
  • X Prize Foundation, 58–59
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