DONORS & ADVISORS

Reading and reflecting on Applied Wisdom will …

  • Increase your giving impact by supporting nonprofits’ greatest needs
  • Align part of your due diligence around nonprofit effectiveness
  • Inspire you to be a better listener, empathetic partner and collaborator
  • Help you build trusting relationships with the nonprofits you support

Foundations, corporate grantmakers and donor giving circles interested in implementing a grantee capacity building program leveraging Applied Wisdom, contact Info@AppliedWisdomforNonprofits.org.

APPLIED WISDOM DIAGNOSTIC

To reflect on your personal or institutional giving values and behavior relative to the Applied Wisdom framework and insights, download these Conversation Starters:

Institutional Philanthropies can also assess their own organizational strengths and identify improvement areas using the Applied Wisdom framework below. (Download this fillable diagnostic here.)

I. CULTURE - How people act and interact.

The behaviors within your organization align with its values.

1 3 5 7 9
Never Rarely Sometimes Often Always

All people in the organization – staff, volunteers and board – demonstrate respect and trust toward each other.

1 3 5 7 9
Never Rarely Sometimes Often Always

All staff and management feel comfortable regularly sharing troubling or bad news in order to address problems.

1 3 5 7 9
Never Rarely Sometimes Often Always

II. PLANNING – The strategy and resources to achieve mission.

Your organization regularly assesses macro and micro driving forces impacting your programs and services in order to respond to change.

1 3 5 7 9
Never Rarely Sometimes Often Always

Your organization adequately invests in its people and infrastructure to achieve excellence and impact.

1 3 5 7 9
Never Rarely Sometimes Often Always

Your organization effectively prioritizes and retains focus on its top three goals and objectives.

1 3 5 7 9
Never Rarely Sometimes Often Always

III. IMPLEMENTATION – Actions to ensure desired results.

Your organization moves quickly from planning to implementation of its ideas.

1 3 5 7 9
Never Rarely Sometimes Often Always

Your organization embodies a culture of accountability reinforcing individual ownership of problems.

1 3 5 7 9
Never Rarely Sometimes Often Always

No matter how you assessed your organization, you will learn from reading Applied Wisdom’s insights and engaging in the thought-provoking Conversation Starters with your colleagues.

Testimonials

“Jim Morgan’s combined experience as a successful businessman and philanthropist offers deep understanding from both worlds. This booklet offers countless insights to help busy foundation trustees direct their grant funding productively.”
Matson Sewell
Co-trustee and Grants Manager
Arata Brothers Trust
“As a high-tech industry CEO and Board Chair, I strongly endorsed Jim’s basic principles for success in the business world. Now, retired and a nonprofit board chair, I see how effective his principles apply to nonprofits as well as to donors. They work and make a difference.”
Dave House
Retired CEO, Bay Networks and Board Chair
Silicon Valley Education Foundation
“A terrific, quick read with powerful leadership insights. Everyone seeking to make the world a better place can learn to be more effective in whatever role they play!”
Michael J. Rosen
President of ML Innovations, Inc.,
Business of Giving Top 25 Fundraising Expert
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