Purposeful Planning Institute Annual Rendezvous
We’re a few months into the year and I’m already looking forward to the Annual Rendezvous in Colorado, hosted by the Purposeful Planning Institute, this August. Maybe that’s because I’ve just learned that my colleague, Justin Miller of BNY Mellon in San Francisco, and I will be presenting together on Family Philanthropy: What Works and What Doesn’t.
 I hope you’ll join us at this “premier event that offers one-of-a-kind learning and networking opportunities.” This year’s Rendezvous “will bring together over 200 individuals representing more than 20 disciplines and professions for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business. The theme for this year’s event is The Journey to Mastery and throughout the event we will address the importance of the beginner’s mind and allowing yourself to be open to continual learning and growth in the ongoing journey to mastery.”
Since my first time at the Rendezvous two years ago, I’ve been impressed by the quality of attendees, wealth of networking opportunities, fabulous keynote speakers, and interactive nature of the breakout sessions. I hope to see you there!
Want to Share the Experience of Philanthropy Camp for Women?
In the spirit of collaboration, I’ve been talking with my fellow 21/64 trainer, Emily Davis of Emily Davis Consulting, about bringing Philanthropy Camp for Women to the Boulder, Colorado area. Stay tuned for more information as that develops.
Meanwhile, if you’re an advisor looking for an immersive, experiential philanthropy program for your  clients or an individual looking to engage a group of friends in a fun exploration of giving back, let’s talk. I’d be more than happy to bring Philanthropy Camp for Women to your town!
If you’d like to hear more about the experience, listen to this Purposeful Planning Institute call I did last year.
Spreading the Message that We All Can Be Philanthropists!
Thank you to my colleague, Peter Johnson of PWJohnson Wealth Management, who I met at the Rendezvous, for the opportunity to speak to an intimate gathering of clients at a private home in Palo Alto last November. It was my pleasure to inspire these individuals to first think of themselves as philanthropists and then explore their values in more depth in order to inform their giving. Rex Northen of Cleantech Open and Wanda Whitehead of Casa di Mir Montessori School also shared stories of their nonprofit work.
If you missed the live event, the follow up webinar in December was recorded and available to listen to here.
Looking for a Few Young Philanthropists
  
Last year I launched New Voices of Philanthropy, featuring amazing young givers, on the Enlightened Philanthropy Blog. Since then I have had the pleasure of interviewing numerous thoughtful, dedicated, generous young individuals. I’m in search of more philanthropists (college age or younger) who are making a difference in the world. If you know someone I should interview, please let me know. I’d love to share his or her story of giving.
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Resource Highlight—Learning to Give
 As you know, I’m keenly interested in how we teach the next generation about giving. How can we instill a culture of philanthropy in the youngest among us? It may happen at home, in the classroom, in a youth group setting, or an afterschool club. Whether you’re a parent, grandparent, aunt, uncle, cousin, or caring adult, we each can play a role in teaching children how to give back.
To help in that effort, check out Learning to Give. This site is based on the vision that “All youth are educated and equipped for lifelong engagement in philanthropy as givers of time, talent, and treasure for the common good.” They have resources for teachers, parents, students, youth workers, faith groups, and independent schools.
This spring, take time to talk with a young person in your life about what giving means to you and ask how you can support them in giving back. |
Deborah Goldstein