Philanthropic Advising

Why Philanthropic Advising? | Miles can | Collaborators

Why Philanthropic Advising?

What are the most important accomplishments you would like for your philanthropy in the next year?

Clarify mission or program areas?
Enhance the level of your engagement in your
philanthropy?
Find more effective grantees or achieve more
tangible community impact?
Launch an entirely new program area?
Leverage money for your causes with other
donors?
Evaluate the results of your past giving - so you
can change direction as needed?
Work more smoothly as a family; enjoy and
capitalize on the roles and differences between
the generations?
Resolve donor dilemmas:
How do you gain expertise?
Do you give anonymously?
How do you provide information to the
public?
How do you say no?

Miles can:

Connect you to and engage you with other
donors, experts, and non-profit leaders.
Help you get clarity on your mission/vision
Strengthen decision-making processes and/or
foundation governance structures.
Mentor family members to better manage
grantmaking or governance.
Clarify family roles - resulting in more
collaborative giving and positive experiences by all
family members.
Facilitate foundation meetings, retreats, or
conference calls.

Miles collaborates with select colleagues including:

Tracy Gary

Tracy Gary has been a donor activist and philanthropic advisor for more than 25 years. She supports and educates donors, family foundations, financial service organizations and nonprofits about: the stewardship of money, leadership, and philanthropy through Community Consulting Services, which she founded in 1978. She has also founded 17 nonprofits including: Resourceful Women, the Women’s Foundation of San Francisco, the International Donor Dialogue Network, The Women Donors Network, and her latest venture — Changemakers for which she is currently raising $20 million to expand and strengthen community-based philanthropy. She has also served on over 30 boards of directors and has been recognized nationally and globally as a force for justice and community building. Tracy's book: Inspired Philanthropy: Creating a Giving Plan, is available through Jossey-Bass Publishing. She is currently working with Miles on her next non-profit, Inspired Legacies.

Lisa Tracy

Lisa has over 20 years of experience in advocacy for human rights, the environment, women, health, microenterprise, prison inmates, and international giving. Lisa is a philanthropic advisor and a certified coach; she has also been a nonprofit executive, grantmaker, and financial planner to donors. Lisa is a Certified Financial Planner (R) practitioner, and one of the first Chartered Advisors in Philanthropy. She loves working with people who have a burning desire to change the world, young people, and family foundations exploring social change. Lisa brings passion, humor, honesty, and a grassroots perspective to her work. More on Lisa at Philanthropy Vision.

Clients

Changemakers

East Bay Community Foundation

Tracy Gary with Inspired Legacies

William H. Donner Foundation