Next Generation Philanthropic Advisors & Donors Meet in Sonoma & Announce Publication of New Groundbreaking Collaborative Publication
(Sonoma, California) Inspired Legacies & Trusted Advisors for the Next Generation announced the publication of A Guide for Wealth Management and Living Legacies – An essential resource for inheritors, wealthy individuals, families, and their advisors.
Meeting in 2011 in Sonoma to honor a national group of leaders and to chart the course for the next decade of innovative & legacy giving, a group of next generation philanthropic advisors and donors announced the new publication.
Available online here, this collection of articles and resources from expert investment & donor advisors explores emerging trends in philanthropy, new ways data and research are being used, practical questions about investing with outcomes in mind and stories of breakthrough givers.
Tracy Gary, Executive Director of Inspired Legacies and noted philanthropic advisor and nonprofit entrepreneur, remarked that, “This publication marks the first comprehensive collaboration of some key next generation donor advisors guiding social change and community leadership.
Gary announced, “This publication showcases just a few of the amazing leaders who are emerging to support the next generation of nonprofit and social investment alignment. This valuable resource will help inform and inspire the current and next generation of donors, family foundations, financial service organizations and nonprofits about the stewardship of money, leadership, legacy and philanthropy. Here is a tool to enhance our ongoing leadership and legacy work.”
Thirteen featured articles are by Joy Anderson, Lucy Bernholz, Suzanne Biegel, Emily Bouchard, Tom Callanan, Patti Chang, Jessica Chao, Phil Cubeta, Peggy Dulany, Anne & Christopher Ellinger, Laurie Emrich, Leslie & Erik Falconer, Patricia Farrar-Rivas, Maryann Fernandez, Jason Franklin, Ginni Galicinao, Heather Gee, Elspeth Gilmore, Sharna Goldseker, John Harrington, Helen LaKelly Hunt, Lisa Parker, Kavita Ramdas, Ocean Robbins, Gerard Senehi, Sondra Shaw-Hardy, Dan Siegel, Sean Stannard-Stockton, Jamie Traeger-Muney, Jackie Vanderbrug and Jacki Zehner. A preface and overview is co-signed by impressive field leaders and over forty-four companies share their services as well.
Topics include: The Meaning of Wealth, Four Ideas for Informed Donors, Women and Philanthropy, Investing with a Gender Lens, Socially Responsible Investing, Outrageous Generosity, Working with Advisors, Teaching Children About Money, The Power of Emerging Philanthropic Voices, and more.
Interviews with Ms. Gary and other publication authors are available upon request.
Inspired Legacies works to change the world and create legacies. The mission of Inspired Legacies is to help donors, advisors, and nonprofits collaborate for inspired outcomes benefiting self, family and society.
Tracy Gary is the author of Inspired Philanthropy: Creating a Giving Plan and Leaving a Legacy, and a founder of more than eighteen nonprofits, including Resourceful Women, The Women Donors Network, Grantmakers Without Borders, Changemakers and Inspired Legacies.