Fundraising and the Next Generation. Tools for Engaging the Next Generation of Philanthropists

Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management succession. Based on the author's 17 years of experience with over 1,000 firms, this book provides a systematic process to help you identify, develop, and install the new leadership that will guide your firm's future. Extensive statistical research backs proven strategies for structuring management and succession, overcoming obstacles, selling equity, and more, while expert guidance walks you through the process and warn you of potential pitfalls along the way. A generation of entrepreneurs used their talent and ambition to build an industry; to ensure that their success lives on, those leaders now face the formidable challenge of succession. With the future of your firm at stake, how do you recruit, train, mentor, and develop the next generation of professionals, owners, and leaders? This book shows you how to find the people you need, and develop them into the leadership your firm deserves. Identify and develop future leaders from the pool of existing and upcoming talent Structure management and management succession to ensure successful transition Begin selling equity to your firm's next generation of leaders Learn smart strategies for dealing with setbacks along the way The next generation of leaders will shape the future of your firm, but collectively, they will define the future of the entire advisory industry. Firms who succeed in developing their best talent will continue to thrive—those who fail will be left with a great car, but no driver. Getting this right may be one of the most critical points of your career, and it isn't something that should be left to chance or «gut feeling». G2: Building the Next Generation gives you a solid, grounded, systematic approach for ensuring your firm's long-lived success.

An inspiring collection of success stories from the country's most prominent Latinos, Building the Latino Future offers and inspiration and advice for Latinos in any industry who want to succeed spectacularly. The future is bright for America?s Latino community; this book lets you learn from the success of such luminaries as actor Edward James Olmos, New Mexico Governor Bill Richardson, former housing secretary Henry Cisneros, NPR correspondent Ray Suarez, and many more.

What will Asia look like ten years from now? Find out by taking a look through the eyes of the Asia's next generation of leaders Following economic booms in Hong Kong, Singapore, South Korea, and Taiwan—the four Asian Tigers—attention has shifted to success stories in other Asian economies. However, a number of challenges have also emerged that could threaten the region's development over the next decade. Through the Eyes of Tiger Cubs offers a unique glimpse into the younger generation's view of Asia's future. It draws on the perspective of more than 80 visionary young Asians, who have identified the key issues and who see innovative solutions for areas as diverse as education and labor markets, demographics and healthcare, energy and the environment, and governance and geopolitics. The book's insights are based on a collection of think-pieces from a broad range of young Asians—the result of a competition organized by the Asia Business Council, Time magazine, the Lee Kuan Yew School of Public Policy at the National University of Singapore, as well as additional research by the Council. The book is unique in that it: Provides a viewpoint in contrast to the usual perspective of businesses, governments, economists, and journalists Brings together the responses of almost a hundred young Asian thinkers to the questions «What is the biggest challenge facing Asia over the next ten years?» «Why?» and «What should be done about it?» Offers policy makers, business leaders, and others who are concerned about the future of Asia a unique glimpse into the younger generation's vision The next generation has a high stake in ensuring Asia's long-term growth. Gain a unique perspective on how the leaders of tomorrow see the future.

ENGAGING STUDENTS In Phillip Schlechty's best-selling book Working on the Work, he outlined a motivational framework for improving student performance by improving the quality of schools designed for students. Engaging Students offers a next-step resource in which Schlechty incorporates what he's learned from the field and from the hundreds of workshops he and the Schlechty Center staff have conducted since Working on the Work was first published. This innovative and practical book is focused on helping teachers become increasingly successful in designing engaging work for their students. Schlechty contends that rather than viewing schools as teaching platforms, schools must be viewed as learning platforms. Rather than seeing schools as knowledge distribution systems, schools must be seen as knowledge work systems. Rather than defining teachers as instructors, teachers must be defined as designers, leaders, and guides to instruction. Engaging Students also includes useful questionnaires that will facilitate discussion, analysis, and action planning at both school and classroom levels. Praise for Engaging Students «In Engaging Students, Schlechty boldly delineates why the focus on engaging students overrides the focus on test scores. Every teacher and administrator in my district will use this guide to transform our entire organization into one that is truly focused on student engagement.» —KIM REDMOND, superintendent, Canton Local Schools, Canton, Ohio «This insightful book reminds us that every decision made in schools should ultimately benefit students. You will find yourself referring to this book again and again as a guide to support you in your role as an educator.» —ALLENE MAGILL, executive director, Professional Association of Georgia Educators, Atlanta, Georgia «Here is a much-enriched framework for everything Dr. Schlechty advocates: well articulated curriculum standards, schools as a platform for learning, teachers as leaders and designers of engaging and meaningful work, and students becoming responsible for their learning.» —NYANA SIMS, K-12 literacy and induction facilitator, Goshen School District, Torrington, Wyoming «By understanding and implementing the principles so thoughtfully articulated in this book, schools can become centers of highly engaged learners—and in that endeavor find again the joy of teaching and learning.» —JOHNNY VESELKA, executive director, Texas Association of School Administrators, Austin, Texas

Leaving children with a substantial amount of money can be a boon or a burden. High-net-worth parents need to give their children an education to navigate today’s complex world. The question becomes how to raise children with a sense of reality and balance, imparting a strong work ethic, and making them good stewards of their wealth. Kids, Wealth, and Consequences enlightens high-net-worth parents about the unique issues they need to explore. The book addresses the ”hard” financial issues, such as investing and estate planning, as well as the “soft” emotional issues relating to values, family, and communication. Morris and Pearl detail strategies and techniques to help parents raise children who appreciate and know how to manage the wealth they inherit. Richard Morris spent many years working for his family's multimillion dollar business, and learned firsthand the challenges of business ownership and family wealth. Jayne Pearl is an experienced journalist who writes about families, family businesses, and money.

A practical framework for revenue-boosting supply chain management Next Generation Demand Management is a guidebook to next generation Demand Management, with an implementation framework that improves revenue forecasts and enhances profitability. This proven approach is structured around the four key catalysts of an efficient planning strategy: people, processes, analytics, and technology. The discussion covers the changes in behavior, skills, and integrated processes that are required for proper implementation, as well as the descriptive and predictive analytics tools and skills that make the process sustainable. Corporate culture changes require a shift in leadership focus, and this guide describes the necessary «champion» with the authority to drive adoption and stress accountability while focusing on customer excellence. Real world examples with actual data illustrate important concepts alongside case studies highlighting best-in-class as well as startup approaches. Reliable forecasts are the primary product of demand planning, a multi-step operational supply chain management process that is increasingly seen as a survival tactic in the changing marketplace. This book provides a practical framework for efficient implementation, and complete guidance toward the supplementary changes required to reap the full benefit. Learn the key principles of demand driven planning Implement new behaviors, skills, and processes Adopt scalable technology and analytics capabilities Align inventory with demand, and increase channel profitability Whether your company is a large multinational or an early startup, your revenue predictions are only as strong as your supply chain management system. Implementing a proven, more structured process can be the catalyst your company needs to overcome that one lingering obstacle between forecast and goal. Next Generation Demand Management gives you the framework for building the foundation of your growth.

“During a time of tremendous change and uncertainty, Healthcare Disrupted gives executives a framework and language to determine how they will evolve their products, services, and strategies to flourish in a increasingly value-based healthcare system. Using a powerful mix of real world examples and unanswered questions, Elton and O’Riordan lead you to see that ‘no action’ is not an option—and push you to answer the most important question: ‘What is your role in this digitally driven change and how can your firm can gain competitive advantage and lead?’”—David Epstein, Division Head, Novartis Pharmaceuticals “Healthcare Disrupted is an inspirational call-to-action for everyone associated with healthcare, especially the innovators who will develop the next generation of therapeutics, diagnostics, and devices.”—Bob Horvitz, Ph.D., David H. Koch Professor of Biology, MIT; Nobel Prize in Physiology or Medicine “In a time of dizzying change across all fronts: from biology, to delivery, to the use of big data, Health Disrupted captures the impact of these forces and thoughtfully develops new approaches to value creation in the healthcare industry. A must-read for those who strive to capitalize on change and reinvent the industry.”—Deborah Dunsire, M.D., president and CEO, FORUM Pharmaceuticals Healthcare at a Crossroad: Seismic Shifts, New Business Models for Success Healthcare Disrupted is an in-depth look at the disruptive forces driving change in the the healthcare industry and provides guide for defining new operating and business models in response to these profound changes. Based on original research conducted by Accenture and years of experience working with the most successful companies in the industry, healthcare experts Jeff Elton and Anne O’Riordan provide an informed, insightful view of the state of the industry, what's to come, and new emerging business models for life sciences companies play a different role from the past in to driving superior outcomes for patients and playing a bigger role in creating greater value for healthcare overall. Their book explains how critical global healthcare trends are challenging legacy strategies and business models, and examines why historical leaders in the industy must evolve, to stay relevant and compete with new entrants. Healthcare Disrupted captures this pivotal point in time to give executives and senior managers across pharmaceutical, biopharmaceutical, medical device, medical diagnostics, digital technology, and health services companies an opportunity to step back and consider the changing landscape. This book gives companies options for how to adapt and stay relevant and outlines four new business models that can drive sustainable growth and performance. It demonstrates how real-world data (from Electronic Medical Records, health wearables, Internet of Things, digital media, social media, and other sources) is combining with scalable technologies and advanced analytics to fundamentally change how and where healthcare is delivered, bridging to the health of populations, and broadening the resposibility for both. It reveals how this shift in healthcare delivery will significantly improve patient outcomes and the value health systems realize.

Avoid «Shirtsleeves to Shirtsleeves» by Finding Your Voice Growing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Whom should you ask? When? Is it ever right to talk about such things? The Voice of the Rising Generation speaks directly to those who find themselves living in that silence, the so-called «next generation.» Great wealth or a family business can act like a «black hole,» sapping the dreams and aspirations of future generations who feel that they can never measure up to the fortune's founder. This book, written by a psychologist, an educator, and a wise counselor who single-handedly changed the landscape of family wealth, diagnoses with economy and precision the cause of entitlement and dependency. It is not too much money or too few chores. It is the failure of rising generations to individuate, that is, to pursue their dreams, develop their resilience, and find their voice. Many books are addressed to parents and grandparents who worry about the effects of wealth on their descendants. Almost alone in the field, this book speaks directly to 20-, 30- and 40-somethings, encouraging them—literally, giving them courage—to meet the challenge of integrating wealth's power into their lives, rather than disappearing into the black hole. Readers will: Come to understand the true causes of entitlement and dependency Identify the psychological characteristics of the rising generation and the challenges proper to its development Clarify their own dreams, work, and vocation Navigate personal relationships and communication within the context of wealth Recognize the special challenges faced when rising is delayed until mid-life. If you are a young person who is starting your life's journey and wondering about the effects of parental gifts, trusts, or a family business, this book will offer you questions, reflections, and lessons-learned to help you find your own way. If you are a parent, grandparent, elder, or mentor, The Voice of the Rising Generation can serve the young people in your life as a gift more precious than gold.

Discover gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions Answering women's questions of how and why to give from the heart, Women, Wealth & Giving helps you understand the models that work best for charitable giving and how these models fit into your legacy mission, whether you've earned, inherited or married into your wealth. Women, Wealth & Giving will help you understand what models work best for charitable giving, and how to fit those models into your plans, mission, and intended legacy-whether you earned, inherited or married into wealth. This useful planning guide also Includes pertinent anecdotes, worksheets, quizzes, inspirational profiles, a resource guide, and much more Identifies gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions Provides women the means to engage their hearts as well as their minds in giving money, time, and talent away in meaningful ways With over 43 million Boom-Generation Women at or nearing the age of retirement, the American population is reaching what has been described as the great wealth transfer, and with women outliving men, or choosing to live alone, the role of women in decisions concerning philanthropic dollars will be critical to the economic, political and moral fabric of our society. Get Women, Wealth & Giving and discover the transformative power of women's philanthropy.