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EPISODE · Nov 20, 2023 · 30 MIN

Choosing the Right Team

from Purposeful Planning Podcast · host Purposeful Planning Institute

In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with Richard Marker as we navigate the complexities of selecting the right team for your philanthropic endeavors. Whether you're a seasoned philanthropist or just embarking on your giving journey, this episode provides invaluable insights for making informed choices.   About Our Speaker:   Richard Marker is an internationally recognized “elder” in philanthropy.  Currently, he is co-principal of the Institute for Wise Philanthropy, a boutique philanthropy education and strategy firm.  He also teaches philanthropists and foundations from around the world at UPenn's High Impact Philanthropy Academy and, previously, at NYU.  He has been CEO of two foundations, a board member of numerous others, a family funder, and author.  He has lectured in 40 countries and throughout the United States.  His writings on "philanthro-ethics" have stimulated new thinking on the intersection of power and social justice in philanthropy practice, and his distinctive strategy model, emphasizing culture over mission, is now used widely. Meet Our Host: Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.   Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant and serves as the Co-Dean of Philanthropy for the Purposeful Planning Institute.

In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with Richard Marker as we navigate the complexities of selecting the right team for your philanthropic endeavors. Whether you're a seasoned philanthropist or just embarking on your giving journey, this episode provides invaluable insights for making informed choices.   About Our Speaker:   Richard Marker is an internationally recognized “elder” in philanthropy.  Currently, he is co-principal of the Institute for Wise Philanthropy, a boutique philanthropy education and strategy firm.  He also teaches philanthropists and foundations from around the world at UPenn's High Impact Philanthropy Academy and, previously, at NYU.  He has been CEO of two foundations, a board member of numerous others, a family funder, and author.  He has lectured in 40 countries and throughout the United States.  His writings on "philanthro-ethics" have stimulated new thinking on the intersection of power and social justice in philanthropy practice, and his distinctive strategy model, emphasizing culture over mission, is now used widely. Meet Our Host: Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.   Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant and serves as the Co-Dean of Philanthropy for the Purposeful Planning Institute.

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This episode was published on November 20, 2023.

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In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with Richard Marker as we navigate the complexities of selecting the right team for your philanthropic...

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