Board Builders - Raising Charitable Children

Raising Charitable Children

Planning for the Future: The Giving Family
If you want to provide your children with more than just a solid portfolio and financial security, Carol Weisman will share how to provide moral and ethical security. This session covers how to find real happiness, not the kind that comes from the quick fix you get from a high end shopping trip, but something much, much deeper.

Carol's talk focuses on how families can set priorities and share values while helping them plan for their financial future. Just as it is never too early to plan, it is never too early to start children in thinking of others and how to connect and deal with the world in a meaningful way. Planning for the Future gives both parents and children an opportunity to share values and talk about how they would like for form and mold the future of not just their lives, but also the lives of others.

Suggested Audiences: General audiences, banking clients, schools, religious organizations

Customized Keynotes:

For the wealth management profession, the talk focuses on how to work with families and why its important to connect with multiple generations.
For banking clients, the talk focuses on why it is important that you have a relationship with their children, whether the “kids” are 5 or 50 and how you can help with formulate a charitable giving plan.

Charity Begins in Homeroom
One of the great innovations in education, whether in schools or churches, synagogues and temples, in recent years has been the service learning. Sometimes it involves building a school in Haiti or doing the March of the Living in Poland, or going across town and working in a homeless shelter. Students start to appreciate basic things such as water and electricity or having a full set of teeth.

This talk focuses on how teenagers and young adults can look to the world as volunteers and philanthropists, but still focus on the organization that gave them the skills that make it possible to give to the world. We will talk about “giving circles” as a way to keep in touch with alumni groups, whether you are a church, school or summer camp. In giving circles, a portion or all of the funds donated go back to the organization where the group first connected so that others will have the same chance to share their experience.

Suggested Audiences: Schools, churches, temples and synagogues

Saving, Giving & Learning: The Liquid Method
How do you find the right amount of time and money to give to fit into your life as a student, as a young professional, as a newlywed? Years of working with nonprofits and hearing their complaints about volunteers who didn’t show (and sometimes about the ones that did!) brought me to the conclusion that everyone needs a better system to think through how discretionary time and money is spent. This talk focuses on how to pick and give volunteer time and how to give money when you're short on both. This is a unique approach for the young, the old and the middle to save small amounts of money so that they not only can they pay the rent, but can be philanthropists as well. Whether you are cash rich and time poor, or cash poor and time rich, or don’t have much or either, you will find ways of maximizing your giving.

Suggested Audiences: Young adults, teens and other groups who are interested in volunteering

Fund Raising

Fund Raising Across the Board
Learn how to use Carol's "Chess and Checkers" approach to building a board that's active in fund raising. Learn how great leaders treat their board members like chess pieces and mediocre boards treat them like checkers. By the end of this session, you'll know how to move your board toward "checkmate" every time.

Fund Raising—It's Not Brain Surgery
Contrary to popular belief, when you ask someone for money, even if they say no, you won't drop dead! (You may be surprised to find that there are ways that don't even require medication.) Learn tips and techniques to acquire revenue without risking the health and well-being of your board and volunteers while securing the future of your organization.

The Future of Fund Raising: Beyond the March of Dimes and into Cyberspace
As the competition for resources continues to skyrocket, find out how you can use new technology to work smarter, not harder to secure the future of your nonprofit. Discover a high-tech, high-touch approach. Learn what not to abandon from your arsenal of tried and true methods.

Governance

Building a Non Profit Dream Team

A great board starts with the getting the right people in the game. Where do you find these people in world with 1.3 million unfilled board slots? How do you build a passion for your mission in people of affluence and influence? Learn how to determine who you need on your team and how to find them. Told with humor and anecdotes, you'll be taken through a step by step look at dream-team recruiting.

Beyond DNA Testing: Defining Roles & Responsibilities for Your Board
Until a gene is found that tells people what to do on a nonprofit board, they will need to be taught. Learn how to:
• Define who does what
• Create a strategically thinking board that works without micromanaging
• Establish clear boundaries for a solid working relationship between the board and staff
• Avoid common pitfalls of both board members and staff

How to Run a Board Retreat: A train the trainer 1/2 day session
Based on experience from facilitating more than 500 retreats, Carol will share:
• How to set goals
• How to prepare for success
• Questions to ask before the retreat
• Determining who should be at the retreat
• How to deal with conflict
• How to leave with an action plan, debrief and get to work