Podcast appearances and mentions of phil buchanan

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Best podcasts about phil buchanan

Latest podcast episodes about phil buchanan

The Active Advisor
Dialing Up Your Client Conversations with Phil Buchanan

The Active Advisor

Play Episode Listen Later Nov 26, 2024 30:55


On this episode of The Active Advisor podcast, host Bryan Moore chats with Phil Buchanan, Executive Chairman of Cannon Financial Institute. Phil explores key strategies for advisors who are looking to dial up their client conversations. He discusses daily challenges for advisors, actionable tips to have deeper and more meaningful conversations, and building successful practice management strategies.

Business of Giving
Giving Done Right: Phil Buchanan on Nonprofits, Democracy, and the Future of Philanthropy

Business of Giving

Play Episode Listen Later Sep 26, 2024 28:22


Welcome to The Business of Giving. I'm your host Denver Frederick. Today, we are delighted to welcome back Phil Buchanan, the President of the Center for Effective Philanthropy (CEP). Phil is a passionate advocate for the nonprofit sector and a keen observer of philanthropy's role in strengthening democracy. We'll be exploring critical issues such as the nonprofit sector's evolving role, trust-based philanthropy, and the remarkable impact of MacKenzie Scott's giving model. We'll also talk about donor-advised funds and technology's role in reshaping philanthropy. Plus, exciting news—Phil has just kicked off Season 4 of his podcast *Giving Done Right*. If you're looking to deepen your understanding of philanthropy, this is a must-listen! There is a lot to explore, so let's get started.

Let's Hear It
Grace Nicolette of the Center for Effective Philanthropy Unpacks the $17 Billion Bombshell - MacKenzie Scott's Philanthropy Revolution

Let's Hear It

Play Episode Listen Later Sep 24, 2024 64:17


In this dandy episode of Let's Hear It, Eric Brown sits down with Grace Nicolette from the Center for Effective Philanthropy to make sense of the phenomenon that is MacKenzie Scott's revolutionary approach to giving. Grace is the Vice President for Programming and External Relations at the Center for Effective Philanthropy and the co-host with Phil Buchanan of the really terrific (and we're not just saying that!), Giving Done Right Podcast, which kicked off its fourth season on September 19. Grace shares fascinating insights from CEP's multi-year study of Scott's "surprise philanthropy" - those headline-grabbing, unsolicited gifts that have sent shockwaves through the nonprofit world. We're talking transformative levels of funding that have left many organizations asking, "Is this for real?" But it's not just about the numbers. Grace dives into the meaty questions this approach raises: How are nonprofits handling this sudden influx of cash? Is this the end of strategic philanthropy as we know it? And what can other funders learn from Scott's bold experiment? As a recipient of Scott's generosity themselves, CEP offers a unique insider-outsider perspective. Grace candidly discusses how their own $10 million gift has shaped their work and thinking. Whether you're a nonprofit leader, a funder, or simply curious about how big money can create big change, this episode delivers. It's a thoughtful exploration of a philanthropic shake-up that's rewriting the rules of giving, delivered with CEP's signature blend of data-driven insights and real-world experience. Tune in for a conversation that's sure to challenge your assumptions and maybe, just maybe, make you rethink everything you thought you knew about effective philanthropy.    

Let's Hear It
Grace Nicolette of the Center for Effective Philanthropy Unpacks the $17 Billion Bombshell - MacKenzie Scott's Philanthropy Revolution

Let's Hear It

Play Episode Listen Later Sep 24, 2024 64:17


In this dandy episode of Let's Hear It, Eric Brown sits down with Grace Nicolette from the Center for Effective Philanthropy to make sense of the phenomenon that is MacKenzie Scott's revolutionary approach to giving. Grace is the Vice President for Programming and External Relations at the Center for Effective Philanthropy and the co-host with Phil Buchanan of the really terrific (and we're not just saying that!), Giving Done Right Podcast, which kicked off its fourth season on September 19. Grace shares fascinating insights from CEP's multi-year study of Scott's "surprise philanthropy" - those headline-grabbing, unsolicited gifts that have sent shockwaves through the nonprofit world. We're talking transformative levels of funding that have left many organizations asking, "Is this for real?" But it's not just about the numbers. Grace dives into the meaty questions this approach raises: How are nonprofits handling this sudden influx of cash? Is this the end of strategic philanthropy as we know it? And what can other funders learn from Scott's bold experiment? As a recipient of Scott's generosity themselves, CEP offers a unique insider-outsider perspective. Grace candidly discusses how their own $10 million gift has shaped their work and thinking. Whether you're a nonprofit leader, a funder, or simply curious about how big money can create big change, this episode delivers. It's a thoughtful exploration of a philanthropic shake-up that's rewriting the rules of giving, delivered with CEP's signature blend of data-driven insights and real-world experience. Tune in for a conversation that's sure to challenge your assumptions and maybe, just maybe, make you rethink everything you thought you knew about effective philanthropy.    

Giving Done Right
Funding the Fight for Justice with Darren Walker

Giving Done Right

Play Episode Listen Later Sep 19, 2024 47:36


President of the Ford Foundation Darren Walker joins Phil and Grace for a conversation about bold philanthropic leadership, inequality, and the importance of investing in institutions that fight for justice. On the heels of his announcement that he will be stepping down, Darren also reflects on accomplishments and regrets from his tenure. In addition, Phil and Darren offer their different takes on whether “philanthropic pluralism” is really under threat. Additional Resources: Ford Foundation “We Disagree on Many Things, but We Speak with One Voice in Support of Philanthropic Pluralism,” op-ed in The Chronicle of Philanthropy by Darren Walker and others “Who Is Threatening ‘Philanthropic Freedom'” by Phil Buchanan, a response to the above op-ed “Finding Philanthropy's Forgotten Founder” by Darren Walker

Money Girl's Quick and Dirty Tips for a Richer Life
Tips for Better Charitable Giving No Matter Your Budget

Money Girl's Quick and Dirty Tips for a Richer Life

Play Episode Listen Later Sep 18, 2024 35:16


Laura interviews Phil Buchanan and Grace Nicolette from The Center for Effective Philanthropy (CEP) about ways to give more.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links: https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/

The Heart of Giving Podcast
A New Season of Giving Done Right

The Heart of Giving Podcast

Play Episode Listen Later Sep 17, 2024 40:41


In this episode, we delve into: The launch of Giving Done Right's fourth season, featuring 16 episodes with fascinating guests like Darren Walker and Dr. Ayana Elizabeth Johnson. Emerging trends in philanthropy, including direct cash transfers and the importance of listening to communities. The critical issue of burnout in the nonprofit sector and potential solutions. The ongoing challenges and progress in diversity, equity, and inclusion efforts. The role of the nonprofit sector in fostering meaningful debates and bridging ideological divides. Phil Buchanan and Grace Nicolette offer valuable insights on effective giving, the state of nonprofits, and the future of philanthropy. Their perspective is both inspiring and thought-provoking.

Monday Morning Mojo
Episode 657 - Challenge Comfort, Seek Growth

Monday Morning Mojo

Play Episode Listen Later Aug 5, 2024 6:48


In this week's Monday Morning Mojo, Phil Buchanan shares why stepping outside your comfort zone can lead to remarkable discoveries and growth. Drawing from personal experiences with new interests, he highlights the unexpected joys and valuable connections that can come from exploring the unfamiliar. Tune in for practical advice on broadening your horizons and why fortune favors the bold. Don't miss this inspiring episode that could spark your next great adventure.

First Friday Feedback
First Friday Feedback : August 2024

First Friday Feedback

Play Episode Listen Later Aug 2, 2024 27:23


Welcome to August's First Friday Feedback! This month, Phil Buchanan takes a reflective look at summer travels, touching on how personal experiences and global events intersect in our lives. We dive into the highlights of recent podcast episodes and share listener feedback that underscores the importance of seizing special moments and embracing personal growth. Join us for an engaging discussion that spans inspiring transformations, leadership insights, and industry shifts. Tune in for a mix of reflection, industry trends, and practical takeaways that will resonate with both your personal and professional life.   Resources: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

The Heart of Giving Podcast
Phil Buchanan Aims to Maximize the Impact of Foundation Giving. Find Out How.

The Heart of Giving Podcast

Play Episode Listen Later Nov 14, 2023 47:33


In this week's episode, our guest is Phil Buchanan, President of The Center for Effective Philanthropy. Phil is a passionate advocate for the importance of philanthropy and the nonprofit sector. Listen now to learn more about his work.  Don't forget to follow or subscribe and leave a comment on iTunes. Follow us on Instagram @bbbwisegive and X @wisegiving. 

The Pulse
Putting the “Effect” in Effective Philanthropy: How to Make the Most of Your Giving, with Alison Morse and Phil Buchanan

The Pulse

Play Episode Listen Later Nov 14, 2023 24:09


Stacie Jacobsen welcomes National Philanthropic Trust's Alison Morse and the Center for Effective Philanthropy's Phil Buchanan, who offer insights on the urgent need for giving and the best ways to do it. For more information on end-of-year giving, take a look at our philanthropic team's blog post: https://www.bernstein.com/our-insights/insights/2023/articles/finish-strong-make-the-most-of-year-end-giving.html Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2023 AllianceBernstein L.P.

Journey To Impact
057: Empowering Families in Ethiopia - Lincoln Vallett, Co-founder and Executive Director of Elevate Ethiopia

Journey To Impact

Play Episode Listen Later Jul 25, 2023 47:37


In this episode, you'll hear from Lincoln Vallett who is the Co-founder and Executive Director of Elevate Ethiopia. This non-profit organization aims to empower and educate families so that they can break the cycle of poverty and go on to produce impact themselves.Show LinksEd Gillentine:EdGillentine.comInstagram: @journey.to.impactElevate Ethiopia:www.elevateethiopia.orgInstagram: @elevateethiopiaBooks:Journey To Impact by Ed GillentineThe Jesus I Never Knew by Philip YanceyGiving Done Right by Phil Buchanan

Philanthropisms
Pluralism in Philanthropy

Philanthropisms

Play Episode Listen Later May 25, 2023 74:01


In this episode we take a deep dive into an issue that has been generating a lot of debate recently: is pluralism in philanthropy a good thing, or not? Including:What has caused the latest furore, and what has the reaction been?Is philanthropic freedom genuinely under threat, and if so why? Or is this just a straw man?Should donors and foundations be free to "engage in the unfettered pursuit of their own mission, interests and prerogatives", or are there arguments for constraining this freedom?Is there an inherent tension in philanthropy between individual liberty and systemic equity? How can we balance these competing demands?Should we value pluralism because it enables diversity of thought and values, and provides the material for a healthy "battle of ideas" that can strengthen democracy? Is pluralism a necessary part of allowing marginalised groups and communities to overcome the "tyranny of the majority" and drive social change?Is accepting that civil society will contain things we may not like or agree with the necessary cost of pluralism? Is this a price worth paying?Is pluralism a noble idea in theory but naive in practice, when in reality power is skewed towards defence of the status quo and vested interests?Can everyday giving help to produce a form of pluralism that avoids some of the problems that come when we rely on elite philanthropy?Do we need to constrain pluralism, and if so how?To what extent is this a US-specific debate?Do nonprofits need to be "civil" or "polite" when they disagree? Or does this ignore the historical reality of social change?Related linksThe letter to the Chronicle of Philanthropy that has sparked this debate, "We Disagree on Many Things, but We Speak With One Voice in Support of Philanthropic Pluralism"Vu Le, "Philanthropy's equivalent of “All Lives Matter”"Edgar Villanueva, "Debunking the Myth of Philanthropic Pluralism"Phil Buchanan, "Who Is Threatening ‘Philanthropic Freedom?'"Philip Rojc, "The End of Philanthropic History and that Pluralism Op-Ed"Philanthropisms podcast with Edgar VillanuevaPhilanthropisms podcast with Emma Saunders-HastingsWhy Philanthropy Matters article, "Voluntary Woke? Philanthropy, Civil Society & The Culture Wars"Rhod's article for Beacon Collaborative, "Can we agree to disagree when it comes to philanthropy?"Supreme Court Justice Lewis Powell verdict in "Bob Jones University vs United States"JS  Mill, "Endowments"

Your Path to Nonprofit Leadership
188: How Can You Be More Effective as a Nonprofit Leader? (Grace Nicolette)

Your Path to Nonprofit Leadership

Play Episode Listen Later Dec 15, 2022 43:37


188: How Can You Be More Effective as a Nonprofit Leader? (Grace Nicolette)SUMMARYBeing effective in the philanthropic sector is uniquely challenging. To make every dollar count, you must continually assess performance, learn from data, and adapt in ways that are consistent with effectiveness. Grace Nicolette, co-host of the widely acclaimed Giving Done Right Podcast and Center for Effective Philanthropy (CEP) executive, joins us in episode #188 of Your Path to Nonprofit Leadership to share her expertise on how to be more effective as a nonprofit leader. Grace sets realistic expectations for someone considering a move to this sector and shares advice for nonprofit leaders as they move into more senior leadership and how they can better understand important aspects of the donor relationship. Grace discusses the CEP report on the impact of Mackenzie Scott's giving and the careful strategic planning involved with receiving such unrestricted gifts.ABOUT GRACEGrace Chiang Nicolette, Vice President of Programming and External Relations, oversees the organization's partnerships, outreach efforts, fundraising, communications, and innovative programming. She is a co-host with CEP's President Phil Buchanan of the widely acclaimed Giving Done Right podcast. Grace was formerly a client lead on CEP's Assessment team, where she led the marketing, creation, and presentation of CEP's benchmarking assessments for individual foundations. She is a frequent speaker to foundation staff and boards on topics of philanthropic effectiveness and philanthropy in China. Prior to joining CEP, Grace co-founded a philanthropy advisory firm in Shanghai that identifies investments in high potential nonprofits and social enterprises in China. The World Economic Forum named her a Young Global Leader in 2011. Grace has an executive education certificate from Harvard's Kennedy School in Global Leadership and Public Policy and graduated with honors from the University of Pennsylvania as a Benjamin Franklin Scholar. She resides with her husband and two children in Cambridge, and they are active members of their church.EPISODE TOPICS & RESOURCESFlex: The New Playbook for Managing Across Differences by Jane Hyun and Audrey S. LeeLearn more about Grace and the Center for Effective Philanthropy hereCheck out Phil Buchanan's episode108: What is Giving Done Right?Have you read Patton's Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

Driven by Cause
S1E10 -Phil Buchanan, President, Center for Effective Philanthropy, Author, and Nonprofit Times 'Influencer of the Year'

Driven by Cause

Play Episode Listen Later Dec 2, 2022 50:21


Phil is the President of The Center for Effective Philanthropy and the co-founder of YouthTruth. He is author of Giving Done Right: Effective Philanthropy and Making Every Dollar Count which was named the “Best Philanthropy Book of the Year” by Inside Philanthropy. He was named the Nonprofit Times “Influencer of the Year” and he has been named 11 times to the Nonprofit Times “Power and Influence Top 50” list. He serves on the boards of directors of Philanthropy Massachusetts and the National Council on Aging, where he chairs the Governance Committee.

Giving Done Right
Introducing: A new season of Giving Done Right

Giving Done Right

Play Episode Listen Later Sep 8, 2022 2:39


Being a wise and effective donor isn't easy. That's where Giving Done Right comes in — the podcast with everything you need to know to be a more effective giver. Join hosts Phil Buchanan and Grace Nicolette from the Center for Effective Philanthropy as they welcome major donors and nonprofit leaders to answer philanthropy's burning questions and bust some myths about giving that have long plagued donors and nonprofits alike. Subscribe now for updates. 

The Nonlinear Library
EA - Before There Was Effective Altruism, There Was Effective Philanthropy by ColdButtonIssues

The Nonlinear Library

Play Episode Listen Later Jun 27, 2022 19:59


Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: Before There Was Effective Altruism, There Was Effective Philanthropy, published by ColdButtonIssues on June 26, 2022 on The Effective Altruism Forum. Cross-posted from Cold Button Issues. Some charities and donors spend a lot of money and mean well but fail to truly help anyone. What are the best things for philanthropically minded people to do and how can they constantly improve? Wouldn't it be great if somebody tried to solve the problem and maybe even find a way to rate the most influential nonprofits? That was (and is) the goal of the effective philanthropy movement. This movement predated effective altruism by over a decade and anticipated some early effective altruism claims, but by now has been eclipsed in the public consciousness by the latter movement. Google Trends for effective philanthropy (blue) and effective altruism (red) Yet in terms of donations driven or “money moved,” effective philanthropy has arguably outperformed effective altruism in the last several years, despite its low profile. How? What Is Effective Philanthropy? The book on effective philanthropy says that effective philanthropy is “philanthropy that has impact. It is philanthropy that succeeds at amassing, managing, then allocating financial and human resources in ways that have the greatest positive impact in the sectors that foundations choose to fund.” In a more practical sense, effective philanthropy consists of a few institutions, some writers and thinkers, and a lot of sympathetic foundations. The Center for Effective Philanthropy, run by Phil Buchanan and founded in 2000, is the big player here and receives funding from long established foundations such as the Hewlett Foundation, the Duke Endowment, and the Wallace Foundation. Buchanan is probably the central figure in effective philanthropy, serving as CEP's first executive director, writing a book on the topic, and hosting a related podcast. There's also the twenty-year old Grantmakers for Effective Organizations, which is a coalition of philanthropic funders interested in sharing best practices and has members from every type of philanthropy you can think of. The Hewlett Foundation also funds an effective philanthropy program. The Center for Effective Philanthropy, like GiveWell would later do, wanted to know which nonprofits were doing a better job than others. And it didn't want to obsess over administrative overhead or executive pay or simple but misleading measures. It wanted to know which nonprofits were actually fulfilling their function. Focusing on grantmakers, their approach was to evaluate how well grantmakers were doing by surveying their grantees. And because there is actually a lot of demand for CEP's surveys, foundations and other grantmakers are able to compare their performance to their peers. Grantees are asked a variety of questions about the quality of their funders along various dimensions- general performance, do they advance the state of the knowledge in their field, did they treat their grantees fairly and so on. (Example report) CEP also offers similar surveys for foundation and grantmaker staff. This methodology can be used across a field and so hundreds of grantmakers across different causes have chosen to use CEP's services. Their approach had a couple of big differences from GiveWell and the other EA charity evaluators. First, it was less rigorous. The information was useful and effective philanthropy enthusiasts are happy to praise RCTs, but the approach wasn't about building detailed spreadsheets and comparing moral weights of different goods. That said I'm sympathetic to CEP's approach, especially in fields like advocacy or more speculative causes where even effective altruists who focus very strongly about the question seem unsure how to rate different causes and programs. Second, effective phil...

Giving Done Right
Small but Mighty

Giving Done Right

Play Episode Listen Later Sep 16, 2021 33:19


In the debut episode of season two, hosts Phil Buchanan and Grace Nicolette talk with Cathy Moore, executive director of Epiphany Community Health Outreach Services (ECHOS) in Houston, TX. Tune in as Moore discusses her experience working on the frontlines during both Hurricane Harvey and the COVID-19 pandemic, how she believes donors can best step up in a time of crisis, and how to think about the tension between giving to meet immediate needs and addressing an issue's root causes. For more resources on effective giving, check out the Center for Effective Philanthropy's website: cep.org Credits: Executive Producer - Sarah Martin Mixing by Kevin O'Connell Additional editing by Isabel Hibbard Music - “FasterFasterBrighter” by Blue Dot Sessions Artwork - Jay Kustka Want to send us a note? Contact us at gdrpodcast@cep.org

Giving Done Right
Introducing: Season 2 of Giving Done Right

Giving Done Right

Play Episode Listen Later Sep 9, 2021 1:56


Join hosts Phil Buchanan and Grace Nicolette from the Center for Effective Philanthropy as they welcome major donors and nonprofit leaders to answer philanthropy's burning questions and bust some myths about giving that have long plagued donors and nonprofits alike. Subscribe now for updates. 

#MuslimPhilanthropy Podcast
#MuslimPhilanthropy Podcast with Phil Buchanan of The Center for Effective Philanthropy

#MuslimPhilanthropy Podcast

Play Episode Listen Later Jul 4, 2021 46:03


Phil Buchanan is the President of The Center for Effective Philanthropy. He shares more on his inspiration for writing Giving Done Right and how donors can make sure their giving... The post #MuslimPhilanthropy Podcast with Phil Buchanan of The Center for Effective Philanthropy appeared first on American Muslim Community Foundation.

Gateway Giving
#14 - How To Make An Impact With Your Charitable Giving - Grace Chiang Nicolette & Phil Buchanan

Gateway Giving

Play Episode Listen Later Jun 28, 2021 48:29


By: David M. Foster, CFP®, CAP®Hello, listeners, and welcome to the 14th episode of the Gateway Giving Podcast!In a 2018 U.S. Trust study of philanthropy, 9 out of 10 households with a $200,000 household income and/or a net worth greater than $1 million gave money to charity. Disturbingly, among that same group of people, only 42% believed that their giving was having the impact they intended. The other 58% either believed that their giving was not having the intended impact, or, more frequently, they just didn't know. This group gave an average of almost $30,000 in 2017, and the majority didn't know if their generosity was helping anyone!You may or may not be a millionaire, but chances are, if you're listening to this podcast, you are a giver, and you care about the impact of those gifts. So how can you make sure you're among the 42% who is confident in the impact of their giving?My guests today have devoted their professional lives to answering that question. Phil Buchanan is the President of the Center For Effective Philanthropy, and Grace Chiang Nicolette is the VP of Programming & External Relations.If you're looking for easy answers to the question of how to make sure your donations are having the desired impact, you won't find them here. As I discuss with Grace and Phil, philanthropic effectiveness cannot be boiled down to an easy to understand and easy to compare metric the way that return on investment can be used to determine the success of an investment in a for-profit business. But, just because there are no easy answers doesn't mean there are no answers at all. If you truly believe, as I do, that philanthropy is one of the best ways to impact the world and the community around you, then doing the hard work of determining effectiveness is worth it, and, in this interview, Grace and Phil offer several valuable insights to make that difficult task a little easier.As always, if you have any questions, requests, or suggestions for people or organizations for me to interview, you can email me at david@gatewaywealthstl.com. Now, without further ado, here is my interview with Grace Chiang Nicolette & Phil Buchanan!LinksThe Center For Effective PhilanthropyAbout CEPDonate2019 Form 9902019 Annual ReportCEP's Definition of Philanthropic EffectivenessHow Major Givers Can Best Support NonprofitsDonors: 5 Things Nonprofits Want You To KnowGiving Done Right BookGiving Done Right PodcastCEP's YouTube ChannelFacebookTwitterGrace's TwitterPhil's Twitter

Your Path to Nonprofit Leadership
108: What is Giving Done Right? (Phil Buchanan)

Your Path to Nonprofit Leadership

Play Episode Listen Later Jun 8, 2021 56:43


108: What is Giving Done Right? (Phil Buchanan)SUMMARYWhat are the critical issues facing nonprofit leaders right now, and how do they impact the funders that support their efforts? That's exactly the question I posed in this bonus episode #108 of the Path to Phil Buchanan, who has led the Center for Effective Philanthropy for nearly 20 years. CEP has studied many of the key issues facing our sector, and Phil is uniquely qualified to identify the key trends that will affect nonprofit leadership as we move through the pandemic and try to determine what, if anything, will be different going forward.  He is optimistic that some of the creative leadership tactics demonstrated over the last year will be further rewarded by funders, and helps illustrate how nonprofit leaders can best position themselves for future success. ABOUT PHILPhil Buchanan, president of the Center for Effective Philanthropy, is a passionate advocate for the importance of philanthropy and the nonprofit sector and deeply committed to the cause of helping foundations and individual donors to maximize their impact. Hired in 2001 as the organization's first chief executive, Phil has led the growth of CEP into the leading provider of data and insight on philanthropic effectiveness. Phil is author of Giving Done Right: Effective Philanthropy and Making Every Dollar Count, published in 2019 by Public Affairs and named the “Best Philanthropy Book of the Year” by Inside Philanthropy. He is co-host of a podcast, also called Giving Done Right, with CEP's Grace Nicolette. Phil is a frequent blogger for the CEP Blog, author of op-eds that have appeared in publications such as The Financial Times and The Boston Globe, and a frequent commentator on philanthropy in the media. Phil is co-founder of YouthTruth, an initiative of CEP's designed to harness student perceptions to help educators and funders accelerate improvements in K–12 schools and classrooms. In 2016, he was named the Nonprofit Times “influencer of the year” and he has been named nine times to that publication's “Power and Influence Top 50” list. Phil serves on the boards of directors of Philanthropy Massachusetts and the National Council on Aging. Phil lives in Concord, Massachusetts with his wife and their two daughters.EPISODE TOPICS & RESOURCESLearn more about the Fund for Shared InsightJennifer Eberhardt's book BiasedIbram X. Kendi's book How to be An AntiracistJohn Kotter's book Leading ChangeReady for a Mastermind?  Check it out here

Fund The People: A Podcast with Rusty Stahl
Understanding Funders' Blindspots: Phil Buchanan and Grace Nicolette, The Center for Effective Philanthropy

Fund The People: A Podcast with Rusty Stahl

Play Episode Listen Later Nov 13, 2020 40:40


This episode focuses on why investing in nonprofit staff is part of effective giving and grantmaking, and why funders too often remain blind to this important dimension of philanthropic practice. Rusty sits down with the Center for Effective Philanthropy's Phil Buchanan and Grace Nicolette to talk about the challenge of giving feedback and discussing staffing issues between grantmakers and grantees. The discussion also explores the tools offered by the Center for Effective Philanthropy for creating feedback loops in the sector; improving philanthropic practice; and addressing equity through investing in nonprofit leaders. Tune in to hear more about: Grace & Phil's journey in philanthropy and the non-profit workforce How CEP is different than other philanthropic organizations out there The benefits and challenges of creating feedback loops between philanthropic organizations, funders, and non-profits Funders blindspots around investing and supporting non-profit workforce staff and grantees A look at Grace & Phil's “Giving Done Right” Book & their new Podcast under the same name Resources discussed during the episode: Giving Done Right Podcast Giving Done Right Book (2019) “New Attitudes, Old Practices: The Provision of Multiyear General Operating Support” (2020 Research Report from The Center for Effective Philanthropy) A Call to Action: Philanthropy's Pledge During COVID-19 (funder pledge hosted by Council on Foundations) Trust-Based Philanthropy Project Grantee Perception Reports (a service available from The Center for Effective Philanthropy) Foundation Staff Perception Reports (a service available from The Center for Effective Philanthropy) “Strengthening Grantees: Foundation and Nonprofit Perspectives” (2018 research report from The Center for Effective Philanthropy) “Nonprofit Challenges: What Foundations Can Do” (2013 research report from The Center for Effective Philanthropy)

Giving Done Right
Holding up the Roof: How Philanthropy Can Bolster Democracy

Giving Done Right

Play Episode Listen Later Oct 15, 2020 24:17


In Episode 3, hosts Phil Buchanan and Grace Nicolette are joined by LaTosha Brown, co-founder of Black Voters Matter, an organization working to fight voter suppression and build power in marginalized, predominantly Black communities. LaTosha shares with Phil and Grace about her experience as an organizer and an intermediary and discusses the role that donors can play in strengthening democracy. For more resources on effective giving, check out the Center for Effective Philanthropy's website: cep.org Credits: Producer - Sarah Martin Music - “FasterFasterBrighter” by Blue Dot Sessions Artwork - Jay Kustka Want to send us a note? Contact us at gdrpodcast@cep.org

Giving Done Right
Giving Until it Hurts: Faith, Pain, and Purpose

Giving Done Right

Play Episode Listen Later Oct 8, 2020 22:58


In Episode two, hosts Phil Buchanan and Grace Nicolette welcome Jason Hackmann, an entrepreneur and major donor whose name you won’t find in headlines, but who has quietly been investing deeply in efforts to end childhood slavery in Ghana. Jason discusses with Phil and Grace the role that personal experience and faith played in motivating him to identify and give meaningfully to a particular cause. For more resources on effective giving, check out the Center for Effective Philanthropy's website: cep.org Credits: Producer - Sarah Martin Music - “FasterFasterBrighter” by Blue Dot Sessions Artwork - Jay Kustka Want to send us a note? Contact us at gdrpodcast@cep.org

Giving Done Right
Change, Not Charity

Giving Done Right

Play Episode Listen Later Oct 1, 2020 32:45


In episode one, hosts Phil Buchanan and Grace Nicolette talk with a powerhouse leader in philanthropy: Jacqueline Martinez Garcel, CEO of the Latino Community Foundation (LCF). Jacqueline discusses her work at LCF, the importance of investing in community leaders, the role of racial equity in giving effectively, and strategies for how donors can tap into their communities to find the right organizations to support.  For more resources on effective giving, check out the Center for Effective Philanthropy's website: cep.org Credits: Producer - Sarah Martin Additional editing & mixing - Mary McGrath Music - “FasterFasterBrighter” by Blue Dot Sessions Artwork - Jay Kustka Want to send us a note? Contact us at gdrpodcast@cep.org

Giving Done Right
Introducing: The Giving Done Right Podcast

Giving Done Right

Play Episode Listen Later Sep 8, 2020 2:04


Join hosts Phil Buchanan and Grace Nicolette from the Center for Effective Philanthropy as they welcome leaders from the nonprofit sector to answer philanthropy’s burning questions and bust some myths about giving that have long plagued donors and nonprofits alike. Subscribe now for updates. 

Plenty For Everyone
Rearchitecting Philanthropy

Plenty For Everyone

Play Episode Listen Later Jul 21, 2020 37:57


The root definition of philanthropy is “the love of humanity.” When we make a philanthropic donation, we put our love for others into action.     After the first six months of 2020, the vital role of the philanthropic sector in our society has never been more apparent.    Tune into this week’s podcast as we talk with Phil Buchanan, the President of the Center For Effective Philanthropy, about what’s working with philanthropy, what isn’t, and how we can each make a more effective difference, right where we are.

Business of Giving
CEP President on Philanthropies Response to Covid-19 Pandemic

Business of Giving

Play Episode Listen Later Apr 27, 2020 19:00


The following is a conversation between Phil Buchanan, President of The Center for Effective Philanthropy, and Denver Frederick, the host of the Business of Giving. In this interview, Phil Buchanan, President of The Center for Effective Philanthropy, shares the following: • Why foundations should give more now • The rapid-response grantee feedback tool • The challenge to nonprofit revenue models

Fueling Deals
Episode 61: The Best of Fueling Deals, Vol. 01: Accelerating Growth, with Corey Kupfer

Fueling Deals

Play Episode Listen Later Mar 18, 2020 22:21


Phil Buchanan – https://www.linkedin.com/in/jphilbuchanan/ Cannon Financial Institute – https://www.cannonfinancial.com/ Episode 09: Deals in the Age of Information Bruce Eckfeldt – https://www.linkedin.com/in/beckfeldt/ Eckfeldt & Associates – http://www.eckfeldt.com/ Episode 11: Accelerated Growth Through Acqui-Hiring Carl Gould – https://www.linkedin.com/in/carlgould/ 7 Stage Advisors – https://7stageadvisors.com/ Episode 45: Get Creative With Your Exit Strategy Matt Wavro – https://www.linkedin.com/in/matthew-m-wavro-p-e-b6176033/ Skyline Engineering – https://www.skylinenyc.net/ Episode 48: Acquisitions and Strategic Alliances in the Design and Construction Industry What You Will Learn: What to expect in our best-of episodes each quarter How Carl Gould grew and sold two companies Bruce Eckfeldt's advice on how to scale a company Phil Buchanan's take on small onboarding deals and acquisitions Matt Wavro's creative use of strategic alliances and partnerships

Fueling Deals
Episode 61: The Best of Fueling Deals, Vol. 01: Accelerating Growth, with Corey Kupfer

Fueling Deals

Play Episode Listen Later Mar 18, 2020 22:21


Phil Buchanan – https://www.linkedin.com/in/jphilbuchanan/ Cannon Financial Institute – https://www.cannonfinancial.com/ Episode 09: Deals in the Age of InformationBruce Eckfeldt – https://www.linkedin.com/in/beckfeldt/ Eckfeldt & Associates – http://www.eckfeldt.com/ Episode 11: Accelerated Growth Through Acqui-HiringCarl Gould – https://www.linkedin.com/in/carlgould/ 7 Stage Advisors – https://7stageadvisors.com/ Episode 45: Get Creative With Your Exit StrategyMatt Wavro – https://www.linkedin.com/in/matthew-m-wavro-p-e-b6176033/ Skyline Engineering – https://www.skylinenyc.net/ Episode 48: Acquisitions and Strategic Alliances in the Design and Construction IndustryWhat You Will Learn:What to expect in our best-of episodes each quarterHow Carl Gould grew and sold two companiesBruce Eckfeldt’s advice on how to scale a companyPhil Buchanan’s take on small onboarding deals and acquisitionsMatt Wavro’s creative use of strategic alliances and partnerships See acast.com/privacy for privacy and opt-out information.

Moolala:  Money Made Simple with Bruce Sellery
Tips for improving your credit score

Moolala: Money Made Simple with Bruce Sellery

Play Episode Listen Later Nov 5, 2019 51:36


You know it’s important to have good credit but how exactly can you improve your credit score? Julie Kuzmic, Equifax Canada’s director of consumer advocacy, shares her tips on how to build up good credit. Then, all you need to know about the stock market. Michele Schneider goes over the basics in her latest book Plant Your Money Tree. And,George Papazov, founder and CEO of TRADEPRO Academy, is here to tell us more about this online training platform to help anyone learn the basics of trading. Plus, Phil Buchanan tells us about his new book Giving Done Right: Effective Philanthropy and Making Every Dollar Count.

We Can Be podcast - The Heinz Endowments
The joy & complexity of giving w/ Giving Done Right author Phil Buchanan S02EP17

We Can Be podcast - The Heinz Endowments

Play Episode Listen Later Oct 23, 2019 31:19


In 2018, Americans gave $427 billion to charities of their choice. Phil Buchanan, founding chief executive of The Center for Effective Philanthropy and author of “Giving Done Right: Effective Philanthropy and Making Every Dollar Count,” is working to make certain people have the best possible information to ensure those hard-earned dollars do the most possible good.   Phil has his father to thank for his sense of empathy, and his urge to give where it can be most impactful. An ardent social justice and worker’s rights activist, Phil’s father “sought to build relationships with people whose lives and experiences were vastly different from his, all in effort to understand them and create genuine connections.”   Those lessons became a cornerstone of Phil’s being, driving him to found The Center for Effective Philanthropy in 2001 and continue to serve as its president ever since. The center does research for many of the most-recognized names in the giving community, including Ford, Hewlett, MacArthur, Packard, and The Heinz Endowments.  His on-the-ground experience culminated in his 2019 book “Giving Done Right.”   Host Grant Oliphant’s conversation with Phil covers the “heart-versus-head conundrum” about giving that both individuals and philanthropies must wrestle with, the dangers of taking tainted money from donors with dubious – or worse – reputations, and why America’s nonprofit leaders are “our country’s unsung heroes.”     “We need to encourage givers to do their giving in a way that is not top down, that is not just about the pursuit of their own priorities,” Phil says. “Rather, give in ways that elevate the voices and opportunities of the most vulnerable.”   Phil has done his father proud. Hear why on this episode of “We Can Be.”   Listen today at heinz.org/podcast, or on leading podcast sites including Stitcher, Podbean, GooglePlay, iTunes and Spotify.   “We Can Be” is hosted by  Heinz Endowments President Grant Oliphant, and produced by the Endowments and Treehouse Media. Theme and incidental music by Josh Slifkin. Guest image by Josh Franzos. Guest inquiries can be made to Scott Roller at sroller@heinz.org.

The Nonprofit Experience
Ep 34: Be Honest, Be Direct

The Nonprofit Experience

Play Episode Listen Later Aug 28, 2019 27:04


Nonprofits often feel pressure to put on a show of positivity, especially in front of funders. In this episode of The Nonprofit Experience, Phil Buchanan from the Center for Effective Philanthropy and Tiffany Gueye of Blue Meridian Partners talk about the importance of sometimes brutal honesty about nonprofits' needs, inequities and barriers to equal treatment in the sector, and fighting for a work-life balance. Go to https://pj.news.chass.ncsu.edu/2019/08/28/be-honest-be-direct/ for images, timestamp topics, and other show notes.

Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications
Ep 90: Why People Don't Donate (and What You Can Do About It) (with Phil Buchanan)

Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications

Play Episode Listen Later Aug 10, 2019 47:02


There are so many people who want to make a difference and your nonprofit is a vehicle for them to do just that. So why can it be so hard to get people (or foundations) to open their checkbooks?

Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications
Ep 90: Why People Don't Donate (and What You Can Do About It) (with Phil Buchanan)

Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications

Play Episode Listen Later Aug 10, 2019 47:02


There are so many people who want to make a difference and your nonprofit is a vehicle for them to do just that. So why can it be so hard to get people (or foundations) to open their checkbooks?

Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications
Ep 90: Why People Don’t Donate (and What You Can Do About It) (with Phil Buchanan)

Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications

Play Episode Listen Later Aug 10, 2019 47:02


There are so many people who want to make a difference and your nonprofit is a vehicle for them to do just that. So why can it be so hard to get people (or foundations) to open their checkbooks? The post Ep 90: Why People Don’t Donate (and What You Can Do About It) (with Phil Buchanan) appeared first on Joan Garry Nonprofit Leadership.

The Discovery Pod
The Link Between Thoughtful Leadership And Effective Philanthropy with Phil Buchanan

The Discovery Pod

Play Episode Listen Later Jun 26, 2019 29:19


The less we understand what philanthropy is all about, the less our ability to have the impact that we want. Guest Phil Buchanan, the President of The Center for Effective Philanthropy, greatly advocates for the importance of philanthropy and the nonprofit sector and helps foundations and individual donors to maximize their impact. Today on The Discovery Pod, Phil dives deep into the link between thoughtful leadership and effective philanthropy, giving advice to leaders who are being pulled into starting their own organization. He lays down the difference between social profit and philanthropy and shares his perspectives on the “right” indicators of performance, the importance of “getting proximate” to the people within and without the organization, and the challenge of creating an organizational culture and processes to identify and pursue the best ideas.

Moolala:  Money Made Simple with Bruce Sellery
Making Fundraising Less Awkward

Moolala: Money Made Simple with Bruce Sellery

Play Episode Listen Later Jun 26, 2019 7:20


We talk to the president of the Center For Effective Philanthropy, Phil Buchanan as he takes us through some fundraising etiquette tips.

Moolala:  Money Made Simple with Bruce Sellery
Career Rookie: A Get-It-Together Guide for Grads, Students, and Career Newbies

Moolala: Money Made Simple with Bruce Sellery

Play Episode Listen Later Jun 25, 2019 54:50


Calling all recent graduates! Don’t know what you want to do with your life? You’re not alone. Sarah Vermunt talks about her latest book Career Rookie: A Get-It-Together Guide for Grads, Students, and Career Newbies. Then, how do financial advisors get paid? Sandi Martin of Spring Financial Planning is here to take us through the options. Phil Buchanan, the president of the Center for Effective Philanthropy, is here with some fundraising etiquette tips. And, Focusmate, a new tool that can help you beat procrastination and increase productivity. Plus, personal finance expert Lesley-Anne Scorgie on parental leave pitfalls and how to avoid them.

Giving Thought
Phil Buchanan- Effective Giving & Being Positive About Philanthropy

Giving Thought

Play Episode Listen Later May 28, 2019 53:32


In episode 50, we talk to Phil Buchanan- founding CEO of the Center for Effective Philanthropy and author of a new book: Giving Done Right: Effective Giving and Making Every Dollar Count. We discuss current debates about philanthropy and what we need to do to ensure a positive narrative about the value of giving in our society as we head into the future. Including:   What is the core role of philanthropy within society which differentiates it from either state or market provision? A key strength of philanthropy is often argued to be its ability to drive society forward by taking risks and funding things that the state or market cannot - but how much current philanthropy actually lives up to this billing? Why has the idea that non-profits need to be “more business-like” become so widespread, and why is it wrong? One of the effects of taking an “investment approach” is that donors can then be reluctant to fund core costs or to give unrestricted funding- why is this such a problem? Is part of the problem with the “overhead myth” that donors want some measure of the effectiveness of their giving, and in the absence of compelling evidence they are forced to rely on unhelpful financial measures like overhead ratios? What can we do to provide them with better metrics? Is there a danger that the growing wave of scepticism, and even cynicism towards philanthropy, will have a negative impact on people’s willingness to give? Of the current critiques levelled at philanthropy, which are potentially misguided or overstated, and which are genuinely important to heed?   Some argue that since philanthropy is to some extent a product of structural inequality, it can never truly be part of the solution – but do some donors and funders recognise this challenge; and how are they genuinely pursuing structural change? The freedom that philanthropy has to run counter to the status quo or the policies and public opinion of a particular time has been a key part of driving historic social change. How do we preserve this freedom, whilst also answering concerns that unchecked philanthropic power could end up being anti-democratic? Do we need to make philanthropy more democratic, or accountable to the people and communities it is supposed to serve? If so, how? Is there a challenge in balancing long-term innovation against the needs of the present? i.e. when does "big bet" philanthropy become wasteful or self-indulgent, and how much wasted philanthropic effort are we as a society prepared to accept in the name of "discovery"?   Related Content: Phil’s Book, Giving Done Right: Effective Giving & Making Every Dollar Count The Center for Effective Philanthropy Phil’s recent Financial Times opinion piece, “Philanthropy’s blighted reputation threatens global giving “Stop trying to treat nonprofits “like a business””, FastCompany Giving Thought blog, ‘Innovation, Discovery & Philanthropic Legitimacy’ Giving Thought blog, ‘Philanthropy Anti-Democratic and Proud of It? Giving Thought blog, ‘”Winners Take All”, Philanthropy & Inequality’    

Motley Fool Answers
Make Your Donation Dollars Go Farther

Motley Fool Answers

Play Episode Listen Later May 7, 2019 43:42


Phil Buchanan, author of the book Giving Done Right, joins us to talk about philanthropy and charitable giving. Get 20% off a Grammarly premium account at Grammarly.com/fool. Get your first two months of Clear for free by going to clearme.com/fool2019 and using promo code fool2019.

Successful Generations
Effective Philanthropy with Phil Buchanan

Successful Generations

Play Episode Listen Later Apr 25, 2019 47:03


In this episode, Ellie interviews Phil Buchanan, President of the Center for Effective Philanthropy and author of the new book, Giving Done Right: Effective Philanthropy and Making Every Dollar Count. Phil describes four dimensions of effective philanthropy and much more. Get the show notes and links to resources at successfulgenerations.com/episode062.

Let's Hear It
Phil Buchanan of the Center for Effective Philanthropy Takes on the Naysayers

Let's Hear It

Play Episode Listen Later Apr 24, 2019 53:53


Phil Buchanan, the President of the Center for Effective Philanthropy, has been helping foundations do their work better for almost two decades. But given that philanthropy is one step removed from the action, does that mean that Phil is helping people to help people who help people? What role do foundations and the organizations that support them play in improving people’s lives? And maybe most important, how can donors of all kinds figure out how to make sure their funding is as effective as possible? In this episode of Let’s Hear It, Phil talks with Eric about how philanthropy can make a difference, and they discuss Phil’s new book, Giving Done Right: Effective Philanthropy and Making Every Dollar Count. Eric notes that Phil, a former door-to-door fundraiser, has gone from playing the kazoo in the subway to conducting at Carnegie Hall. In their conversation after, Kirk chides Eric for asking tough questions, and Eric is classically defensive. What do you think? You can hear it all here at Let’s Hear It.

Let's Hear It
Phil Buchanan of the Center for Effective Philanthropy Takes on the Naysayers

Let's Hear It

Play Episode Listen Later Apr 24, 2019 53:53


Phil Buchanan, the President of the Center for Effective Philanthropy, has been helping foundations do their work better for almost two decades. But given that philanthropy is one step removed from the action, does that mean that Phil is helping people to help people who help people? What role do foundations and the organizations that support them play in improving people’s lives? And maybe most important, how can donors of all kinds figure out how to make sure their funding is as effective as possible? In this episode of Let’s Hear It, Phil talks with Eric about how philanthropy can make a difference, and they discuss Phil’s new book, Giving Done Right: Effective Philanthropy and Making Every Dollar Count. Eric notes that Phil, a former door-to-door fundraiser, has gone from playing the kazoo in the subway to conducting at Carnegie Hall. In their conversation after, Kirk chides Eric for asking tough questions, and Eric is classically defensive. What do you think? You can hear it all here at Let’s Hear It.

Bloomberg Businessweek
Muller Report Revelations, Making Charitable Contributions Count, Schwarzman’s Bullish View

Bloomberg Businessweek

Play Episode Listen Later Apr 18, 2019 38:24


June Grasso, Bloomberg News Legal Analyst, and Anna Edgerton, Bloomberg News Congressional Reporter, break down the details of special counsel Robert Mueller’s Russia probe. Phil Buchanan, President of the Center for Effective Philanthropy, discusses his book "Giving Done Right: Effective Philanthropy and Making Every Dollar Count." Blackstone CEO Stephen Schwarzman shares his outlook for the private equity environment and plans to convert to a corporation, Bloomberg News Private Equity Reporter Heather Perlberg follows up with analysis of Schwarzman’s comments. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Global Economics Editor Cristina Lindblad, discuss the Businessweek cover story on whether inflation is dead. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan 

Bloomberg Businessweek
Muller Report Revelations, Making Charitable Contributions Count, Schwarzman's Bullish View

Bloomberg Businessweek

Play Episode Listen Later Apr 18, 2019 38:24


June Grasso, Bloomberg News Legal Analyst, and Anna Edgerton, Bloomberg News Congressional Reporter, break down the details of special counsel Robert Mueller's Russia probe. Phil Buchanan, President of the Center for Effective Philanthropy, discusses his book "Giving Done Right: Effective Philanthropy and Making Every Dollar Count." Blackstone CEO Stephen Schwarzman shares his outlook for the private equity environment and plans to convert to a corporation, Bloomberg News Private Equity Reporter Heather Perlberg follows up with analysis of Schwarzman's comments. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Global Economics Editor Cristina Lindblad, discuss the Businessweek cover story on whether inflation is dead. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Moolala:  Money Made Simple with Bruce Sellery

We talk to author Phil Buchanan about his new book, Giving Done Right: Effective Philanthropy and Making Every Dollar Count.

Moolala:  Money Made Simple with Bruce Sellery
Bon Voyage: An Employer Matched Travel Savings Program

Moolala: Money Made Simple with Bruce Sellery

Play Episode Listen Later Apr 16, 2019 57:22


A employer-matched travel savings program that helps employees turn their dream vacation into a reality. Vacation Fund’s Co-founder and CEO Erica Pearson is here to tell us how it works. And, consumer advocate Christopher Elliott on why you should consider cutting your rewards cards into tiny pieces. Then, Phil Buchanan tell us about his new book Giving Done Right: Effective Philanthropy and Making Every Dollar Count. Plus, a new digital bank on the scene called motusbank. And the results from the 2019 Household Debt Survey.

Fueling Deals
Episode 9: Deals in the Age of Information, with Phil Buchanan

Fueling Deals

Play Episode Listen Later Apr 3, 2019 52:40


Phil Buchanan is the Executive Chairman of the Board for Cannon Financial Institute, and one of the most highly regarded wealth management experts in the field today. He is a keynote speaker, trainer, consultant and business coach. With Cannon Financial Institute, Phil and his team teach business leaders, wealth managers and others the skills they need to thrive in their roles and accelerate the growth of their organizations. What You Will Learn: Phil shares how he got involved in the business world as an early teen. His first deal was bartering working on a farm for cattle that he was able to sell, and he considers it to be one of the best deals he ever made. Phil explains why adding assets or revenue shouldn't be the only consideration when evaluating a deal. Client impact and culture compatibility are more important than the impact of the deal on your bottom line, in most cases. Phil shares case studies of deals he has observed firsthand, in particular, deals focused only on the money that resulted in major difficulties for one or both parties. Learn how misaligned cultures between deal partners can result in major pitfalls including morale issues and other problems that could be avoided with due diligence. Learn why it's often worthwhile to pay a premium for a higher-profile and more experienced practice, due to the return on investment you will get from the deal. Resources: Website: www.cannonfinancial.com/people/j.-phil-buchanan

Fueling Deals
Episode 9: Deals in the Age of Information, with Phil Buchanan

Fueling Deals

Play Episode Listen Later Apr 3, 2019 52:40


Phil Buchanan is the Executive Chairman of the Board for Cannon Financial Institute, and one of the most highly regarded wealth management experts in the field today. He is a keynote speaker, trainer, consultant and business coach. With Cannon Financial Institute, Phil and his team teach business leaders, wealth managers and others the skills they need to thrive in their roles and accelerate the growth of their organizations.What You Will Learn:Phil shares how he got involved in the business world as an early teen. His first deal was bartering working on a farm for cattle that he was able to sell, and he considers it to be one of the best deals he ever made.Phil explains why adding assets or revenue shouldn’t be the only consideration when evaluating a deal. Client impact and culture compatibility are more important than the impact of the deal on your bottom line, in most cases.Phil shares case studies of deals he has observed firsthand, in particular, deals focused only on the money that resulted in major difficulties for one or both parties.Learn how misaligned cultures between deal partners can result in major pitfalls including morale issues and other problems that could be avoided with due diligence.Learn why it’s often worthwhile to pay a premium for a higher-profile and more experienced practice, due to the return on investment you will get from the deal.Resources:Website: www.cannonfinancial.com/people/j.-phil-buchanan See acast.com/privacy for privacy and opt-out information.

#plugintodevin - Your Mark on the World with Devin Thorpe
Giving Effectively More Difficult Than Getting, Expert Says - #1083

#plugintodevin - Your Mark on the World with Devin Thorpe

Play Episode Listen Later Mar 13, 2019 20:50


Never miss another interview! Join Devin here: http://bit.ly/joindevin. One of the world’s leading experts on philanthropy, Phil Buchanan, president of the Center for Effective Philanthropy and author of the book Giving Done Right, joined me to share insights about philanthropy. His fundamental premise is that giving effectively is more difficult than getting money for most philanthropists. He first notes that while the nonprofit sector is much maligned--perhaps because there are still problems in the world--it’s work is both important and generally effective. Philanthropy is different from investing--in many ways more difficult--and requires a unique set of skills. He also argues that nonprofits must by their nature collaborate rather than compete. Tune in to watch the entire interview in the video player at the top of this article. Click the following link to learn my insider secrets to media publicity for social impact: http://bit.ly/75offmedia.

Monday Morning Mojo
First Friday Feedback: October 2017

Monday Morning Mojo

Play Episode Listen Later Oct 5, 2017 14:33


Today, Cannon Financial Institute is excited to announce the launch of First Friday Feedback, a sister podcast to Monday Morning Mojo and the Cannon Curve. In this series, our host, Phil Buchanan, will be addressing questions specifically proposed by you, our listeners. Our aim is to focus on the issues and circumstances relevant to our audience. Thus, we invite you to steer the content and ask questions that you believe could help improve a dilemma you may be facing in your professional life – big or small.   In this episode, we hear from three anonymous individuals who are facing challenges in their work environment and offer outside perspective and advice to help guide them in their attempt to remedy the situation. We address how to approach a conflict in a team of intergenerational dynamics, discuss tactics you can employ to help overcome feeling burnt out or unmotivated, and give advice to an individual whose personal situation is inadvertently causing distress to her work life.    Thank you to those of you who submitted questions, we know you will enjoy the show!     Resources:   Submit questions to First Friday Feedback to mojo@cannonfinancial.com

First Friday Feedback
First Friday Feedback: October 2017

First Friday Feedback

Play Episode Listen Later Oct 5, 2017 14:33


Today, Cannon Financial Institute is excited to announce the launch of First Friday Feedback, a sister podcast to Monday Morning Mojo and the Cannon Curve. In this series, our host, Phil Buchanan, will be addressing questions specifically posed by you, our listeners. Our aim is to focus on the issues and circumstances relevant to our audience. Thus, we invite you to steer the content and ask questions that you believe could help improve a dilemma you may be facing in your professional life – big or small.   In this episode, we hear from three individuals who are facing challenges in their work environment and offer outside perspective and advice to help guide them in their attempt to remedy the situation. We address how to approach a conflict in a team of intergenerational dynamics, discuss tactics you can employ to help overcome feeling burnt out or unmotivated, and give advice to an individual whose personal situation is inadvertently causing work-life stress.    Thank you to those of you who submitted questions, we know you will enjoy the show!     Resources:   Submit questions to First Friday Feedback to: mojo@cannonfinancial.com

The Cannon Curve
Special Episode: Phil Buchanan

The Cannon Curve

Play Episode Listen Later Sep 7, 2017 16:30


Yesterday marked an exciting event in Cannon's history – the official launch of our newest podcast series, the Cannon Curve. This is a podcast dedicated to sharing the narratives of top thought leaders across a varied industry spectrum, and formatted to give our listeners unique, first-person insight into what characteristics and habits create a successful leader. Today, Executive Chairman and Cannon Curve host, Phil Buchanan, sits on the other side of the microphone to answer a few questions about the release of the new series. We start our program by talking about the insights Phil hopes to bring from the leaders he interviews, and then wrap things up by getting to know a little more about Phil's perspective on the value of leadership.  Resources: Please send feedback, questions, or comments to curve@cannonfinancial.com The Cannon Curve: http://www.cannonfinancial.com/the-cannon-curve From Good to Great by Jim Collins: http://www.jimcollins.com/

Tiny Spark
Why Philanthropy Should Push Back Against the Business Mindset

Tiny Spark

Play Episode Listen Later Apr 22, 2015 15:52


“Folks sometimes forget that philanthropy is addressing the very problems that have defied market solutions or in some cases are the result of market failure," says Phil Buchanan, President of the Center for Effective Philanthropy. But sometimes that is overlooked or underestimated by the start-up world, according to Buchanan. “There's way too much ignorance about the sector," Buchanan tells us. "Particularly given what an important role it has played in this country, and the fact that our nonprofit sector, with all its flaws and all its faults, and all the ways it could be better, is the envy of the world."