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 DianeParnes@AppliedWisdomforNonprofits.org.

APPLIED WISDOM SELF-ASSESSMENT

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

  • For Individuals (hyperlink For Individuals to https://mff.box.com/s/dhgzdkojx0sulzm6x17iwydpy3vbp2ot)
  • For Institutional Philanthropies (hyperlink For Institutional Philanthropies to https://mff.box.com/s/yo0opcxjvf9u5fs00ybuj37sz8kpco02)

Institutional Philanthropies can also assess their own organizational strengths and identify improvement areas using the Applied Wisdom framework below. (Download this fillable Excel Assessment for your staff and board here.)

I. CULTURE - How do people act and interact?

Do the behaviors within your organization align with its values?

1 2 3 4 5
Never Rarely Sometimes Often Always
Do all people in the organization – staff, volunteers and board – demonstrate respect and trust toward each other?
1 2 3 4 5
Never Rarely Sometimes Often Always

Do all staff and management feel comfortable regularly sharing troubling or bad news in order to address problems?

1 2 3 4 5
Never Rarely Sometimes Often Always

II. PLANNING – What strategy and resources will achieve your mission?

Does your organization regularly assess macro and micro driving forces impacting your programs and services in order to respond to change?

1 2 3 4 5
Never Rarely Sometimes Often Always

Does your organization adequately invest in its people and infrastructure to achieve excellence and impact?

1 2 3 4 5
Never Rarely Sometimes Often Always

Does your organization effectively prioritize and retain focus on its top three goals and objectives?

1 2 3 4 5
Never Rarely Sometimes Often Always

III. IMPLEMENTATION – What actions will ensure desired results?

Does your organization move quickly from planning to implementation of its ideas?

1 2 3 4 5
Never Rarely Sometimes Often Always

Does your organization embody a culture of accountability reinforcing individual ownership of problems?

1 2 3 4 5
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
Scroll to Top
small_c_popup.png

Get Access

Learn how we help Nonprofit Leaders