Press, Talks, Citations

Served as Source

• LA Times, Vanity Fair, Benefit, Fast Company.

Cited in

• Sean Stannard-Stockton, "How to Make Your Giving More Effective, The Financial Times, November 26, 2007.
• Tracy Gary, Inspired Legacies Winter, 2007 Newsletter
• Noam Cohen and James Freed, NY Times, November 12, 2007, In the Fund-raising Game Blogs Cut Both Ways
• Jim Grote, Financial Planning, October, 2007, Extreme Philanthropy Give Until It Hurts
• Randall Ottinger, Beyond Success (McGraw-Hill, 2008).
• Tracy Gary, Inspired Philanthropy (Jossey-Bass, 2008).
• H. Peter Karoff, The World We Want (Altimira Press, 2008)
• Steve Johnson, Journal of Gift Planning, January, 2005, Best Practices: Asking the Philanthropic Question
• Steve Johnson, Journal of Gift Planning, January 2005, Involving Advisors in Philanthropic Planning

Studies

• Served in February 2008 as resource to Lucy Bernholz in a study of donor impact for The Association of Small Foundations.
• Was a resource for a study done in February 2008 by Lucy Bernholz and The Philanthropic Initiative for New Ventures In Phlanthropy on resources for financial advisors.
• Served in February 2008 on an advisory panel for Bank of America for a study of high net worth people and their giving patterns.

Talks, Articles, Chapters

• Spoke with Tracy Gary at the Association of Fundraising Professionals in Dallas on September 24, 2008. It was really her talk, but she invited me to speak a little on planned giving and the role of advisors.
• Spoke with Tracy Gary in Seattle for Financial Planning Association, Seattle Philanthropic Advisors, and Tacoma Community Foundation, September 17-18, 2008.
• Team taught a "train the trainer" session at Inspired Legacies for fundraisers and donor consultants. June, 2008.
• Joined Tracy Gary in addressing the Dallas Womens Foundation on partnering with advisors for inspired outcomes. May, 2008.
• Southeastern Council of Foundations, April, 2008, delivered two case studies on family dynamics and also a facilitated a conversation about leadership, jumping off from short philosophical reading.
• Advisors in Philanthropy, 2008 Annual Conference, spoke with Tracy Gary on getting advisors, donors, and nonprofits on the same page.
• Hudson Institute, Panel on Advising Benefactors, January 18, 2008.  Phil's post-meeting notes on, Speaking of Philanthropy at Hudson.
• National Underwriter, November, 2006, "Getting Involved in Charitable Planning."
• Dialogues on Civic Philanthropy, November, 2005, Communities Foundation of Texas Conference of Southwest Foundations: Bequests and Legacies: What should guide people who leave their money? What should govern its receipt?
• Panel at Council on Foundations with Steve Johnson, Heather Hiles, Ellen Remmer and Katherine Fulton, April 2003, "21st Century Philanthropy."
• Presentation to National Committee on Planned Giving's Annual Conference, October 2002, "Donor-Centered Philanthropy." Download in pdf (15 pages)
• Presentation to a "Summit" of Philanthropy Advisors convened by The Philanthropic Initiative (TPI) and New Ventures in Philanthropy, December, 2001, "Questions and Talking Points for Financial and Legal Advisors: Raising the Philanthropic Question," edited by Steve Johnson of TPI. Download in pdf, (4 pages).

Interviews

• Interviewed by Karen Jones, editor of Citywealth Magazine in London, December 11, 2007, posted  at Charity and Wealth.

Convenings

• Convened with Tracy Gary, a one day symposium on giving for philanthropy mavens (donors, advisors and nonprofit leaders) in Chicago, August 2007.
• Convened an "Open Space for Giving To Flourish" conference in Chicago, July 9-11, 2004, attended by a broad range of citizens and netizens.
• Convened with The Institute for International Research, June 25-26, 2002, "Emerging Trends in Philanthropy and Planned Giving."
• As an employee of a national financial services company, Phil has organized and/or taught training programs on philanthropy for financial services professionals from 1991-present.