Tools - wrenches, nuts, and bolts

Fiduciary Duty, Governance, IP, Nonprofits, Philanthropy

March 2, 2022

Foundations, Grantees, and Intellectual Property Rights

I was a fundraiser for 15 years. The implications of my survey’s findings on who funds, owns, and benefits from intellectual property created by nonprofits was always lingering in the back of my mind. Fundraising is not a new activity or new profession. I remember one of my grad school professors showing us a direct […]

Book pages


July 20, 2021

Reading Without Comprehension

What is ironic and wonderful is that my misread led to interpreting a blog post as a call to give away intellectual property. That misunderstanding launched the pursuit of questions I still haven’t finished asking. My questions were sparked by the idea that giving impactful programs away is the best way to scale did not […]


Philanthropy, Wealth Management

September 11, 2020

Striving for New Heights

It’s never too late to discuss charitable goals with a client.

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