Private Conversations of Public Importance

"Value Proposition"

You are part of a philanthropic "pathbreakers group." Some of us are established field leaders. Others are rising stars. We have common problems and seek uncommon solutions. Money does not change hands. You understand that I am mining these conversations for future courses, presentations, and best practices. I encourage you to do the same. 

Office Hours

In return for your contribution of your time to the conversations in process, I have put aside four hours a week for office hours. You can schedule time with me from your Profile, once you have joined. (You are resource to me and I am a resource for you.)

Please join us

Conversations in Process

These are among the pathbreaking topics we are discussing, or will soon discuss. 

  • Conducting the Conversations of Philanthropy in Polarized Times 
  • Aligning "Soul and Role" in Fundraising
  • Integrating Philanthropy in your Practice (Profitably?)
  • Helping Clients and Donors Hit their Legacy Home Run
  • Others that You Propose


  • Small group conversations by Zoom. 
  • Pre-work may be assigned.
  • The conversations lead to a sense-making document, post, or course shared more widely.

Evolving a Diverse Community of Practice One Reflective Conversation at a Time

We hope to create a diverse community of practice for the betterment of the field, our clients and donors, community, and country. What do we mean by diversity?

Stage: In Formation

This project grows out of an established program, Chartered Advisors in Philanthropy.

Here at my house, we are going beyond obtaining a designation to creating a hive mind, addressing field challenges, and getting things done. 

We are in the formation stage. That is why we call is a "pathbreakers group."

House Rules

  • We are here to form an energizing community of practice. 
  • House rules are our shared commitment to treat each other with respect

Please join us if you fit the professional profile, embrace diversity across our differences, and accept our house rules


We realize you are a busy professional, but we hope that the questions we raise stay on your mind and that you are moved to contribute as we as a group hash out solutions that will advance the conversation and the field. 

Please join us

As The Wallace Chair In Philanthropy at The American College, I am responsible for the Chartered Advisor in Philanthropy (CAP) program. In that role I have trained over 2,000 financial advisors and nonprofit gift planners long distance, leaving me feeling a bit isolated. I would like to open my virtual home on the web for small groups of thoughtful people, including current and former students, to discuss some of the most burning issues in giving. Quiet conversations among friends across our differences may be the best hope this country has for a vibrant democracy.