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Promoting Philanthropy: Global Challenges and Approaches

Published by Bertelsmann Foundation
The paper was commissioned by the Bertelsmann Foundation in connection with the work of the International Network on Strategic Philanthropy (INSP). It served as the centerpiece for an extremely successful global workshop on the same subject hosted by the Bertelsmann Foundation in Mexico City in December 2004. The paper's principal author was Paula Johnson, TPI Senior Advisor; additional contributions were provided by Allavida's Andrew Kingman and TPI's Steve Johnson. TPI also assisted the Bertelsmann Foundation in the development and coordination of the Mexico workshop.
 
Doing Well by Doing Good in California - Improving Client Service, Increasing Philanthropic Capital: The Legal and Financial Advisor's Role

Published by The Philanthropic Initiative
Studies by TPI dating back to 1996 have repeatedly shown many professional advisors are reluctant - and all too frequently unwilling or unable - to counsel their clients effectively about how to define and achieve their philanthropic goals. Lacking the knowledge and expertise to effectively respond to their clients’ philanthropy-related objectives, some advisors fail to serve their clients fully - often missing a competitive practice advantage in the bargain.
 
Doing Well By Doing Good in California - Appendix C

Published by The Philanthropic Initiative
In June 2002, as part of a comprehensive study of California legal and financial advisors and how they counsel and support their clients' philanthropy, The Philanthropic Initiative, Inc. (TPI) retained Opinion Dynamics Corporation, Inc. (ODC), a national polling and policy analysis firm, to conduct a telephone survey of such advisors. In addition to inquiring into how advisors counsel their clients about philanthropy, the survey sought to identify the hurdles to effective philanthropy-related counsel, and the tools advisors seek to make that practice more effective.
 
Global Social Investing

Published by The Philanthropic Initiative
Global philanthropy is poised for take off. Growing interdependence argues for global approaches to global issues, yet little information exists on the sources, levels, purposes, mechanisms or impact of global social investment worldwide. In this report, author Paula Johnson discusses the obstacles that have barred the widespread practice of gobal social investing as well as its tremendous potential to address critical global problems.
 
What's a Donor to Do? The State of Donor Resources in America Today

Published by The Philanthropic Initiative
Published in June 2000, commissioned by a group of the nations' largest established foundations to explore how new and emerging donors are becoming involved in philanthropy; what resources exist or need to be developed to support them; and how foundations can learn from, and work with, the new generation of philanthropists.
 
Doing Well by Doing Good—Improving Client Service, Increasing Philanthropic Capital: The Legal and Financial Advisor's Role

Published by TPI
A by Stephen Johnson on a 1999-2000 study underwritten by Atlantic Philanthropies on how legal and financial advisors do -- and often do not -- meet their clients' philanthropic planning needs. With resource lists and data tables.
 
Doing Well by Doing Good - Appendix A

Published by The Philanthropic Initiative
In March 1999, The Philanthropic Initiative, Inc. (TPI) contacted the Opinion Dynamics Corporation (ODC) to investigate a number of topics regarding the motivations and practices of financial and legal advisors when discussing philanthropy with their high-net-worth clients, and more broadly, to determine the level of advisor interest in actively promoting philanthropy.
 
Doing Well by Doing Good Appendix B

Published by The Philanthropic Initiative
Includes TPI Advisory Research Initiatives and Advisory Committee Members

 
 
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