Do Your Homework and Don’t Fall in Love

  Earlier this week, Diane spoke at an event hosted by the Wertz-Jackson Group of UBS Financial Services about how women make an impact. The discussion focused on philanthropy and social impact investing.   One of the attendees asked about the most important...

Panel Discussion on Impactful Giving

I was honored to join First National Wealth Management (FNWM) last week for a double panel discussion on how we can find the right intersection of philanthropy where both donors and nonprofits benefit. Pete from FNWM and I were speakers in the first panel, exploring...

You must ask for due diligence to work

The Department of Justice (DoJ) today unsealed indictments related to a year-long federal investigation of racketeering related to admissions to some of the most prestigious US colleges and universities: Stanford, UCLA, Wake Forest, Yale, Georgetown, University of...

Philanthropy and Furlough

I’m writing this on the 21st day of the federal shutdown – the threshold upon which it becomes the longest one in US history. As a former federal employee and the spouse of one, I have experienced a shutdown and the even more onerous aspect, a furlough. For those who...

‘Tis the season . . . to be planning

It is the end of another year and the tree is decorated, holiday cards are on the mantle, and gifts are under the tree in many homes. But in the home of this non-profit consultant, late December is when my husband and I sit down and discuss what we hope to do in the...