"Do Your Good" with Sybil Ackerman-Gunson

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What if giving brings up a variety of emotions and nuanced challenges never expected at the start of writing a check? What if there is a way to not waste money and feel good about donating when personality clashes happen? Over the course of her career, Sybil Ackerman-Munson has devised strategies worth $45 million for large and small private foundations, individual donors and public charities. Sybil has served on multiple boards, task forces and stakeholder groups. She knows what it’s like to be a grantee. She has worked for over ten years at environmental nonprofits prior to her role as a foundation advisor. Mrs. Ackerman-Munson holds a J.D. from Lewis and Clark Law School, a Masters Degree from the Yale School of Forestry and Environmental Studies, as well as a Bachelors of Science from Scripps College. As Sybil processes 200 proposals a year, she shares the four (4) steps to creating your “giving strategy” on how to give back well! She offers mini courses on her website to assist you so you too can “Do Your Good”. 4:40 Asking the right questions re: a non-profit’s or foundation’s vision 10:10 Connecting donors with non-profits and foundations 12:30 The top two emotions that come up when giving re: trends & scarcity 24:44 Giving in your lifetime and giving for your legacy (“legacy giving”) 26:00 Annual letter to yourself: Why have you given? (for the future) 30:00 Similarities and differences between giving now and giving later 35:00 Sustainer, campaigner, and launcher donors; project grants 42:00 A success story about the value of being clear: a family 45:32 Linking your comprehensive giving strategy into who you are 48:28 Sybil's core values expressed through her work, heart and life 49:37 Sybil's personal legacy and not needing her name to be known Learn more about Sybil at www.ackermanmunson.com as well as https://www.instagram.com/doyourgood; and https://linkin.bio/doyourgood. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.