Helping Clients Climb the "Philanthropic Curve"

The Social Innovation Forum (SIF) is pleased to present our upcoming November program in partnership with the Boston Philanthropic Roundtable (BPART).

Why are some givers content doing good work, while others make life more challenging by remaining restless in their pursuit of better? In this session, we'll explore initial findings in qualitative research behind the gap between these two types of givers. This research, driven by Patrica Annino and Gerry Donnellan, is built around the "Philanthropic Curve" identified by The Philanthropic Initiative. The purpose of this effort is to help advisers to wealth families identify traits, attributes or practices that might help them nudge their clients into a more vigorous scramble up the steep slope of "the curve."

Jim Coutre, a long-time professional in the field, will be joining us to speak about his work with family offices and families on the issues that, at the end of the day, matter most. His work is rooted in his time as Partner at The Philanthropic Initiative, which helps ultra-high net worth families develop a focus and strategy for their values-and-interests-based giving. In addition to his philanthropic advising work, Jim led TPI's efforts to research and advance the interactions between professional advisers and their clients around philanthropy. Jim currently serves as faculty for the Family Firm Institute's certificate programs, teaching their advanced class in philanthropy.

For more information please contact Carolyn Shaughnessy, Senior Manager, at cshaughnessy@socialinnovationforum.org.

To RSVP for the event please contact BPART at bpart@nutter.com.

BPART is a study group comprised of a variety of professionals and philanthropists from both the for-profit and non-profit sectors in Boston. For over five years BPART has delivered valuable content to advisors, charities, and philanthropists, along with an opportunity to network with others who have a shared interest in philanthropy. BPART is an informal, member driven organization and there is no cost or obligation to participate. The BPART study group usually meets on the second Monday of the month from 3:00 p.m. to 4:30 p.m.