Free Resources

Effectively Scale Your Donations

Are you struggling to come up with an effective strategy to scale your donations? Learn how to scale your impact based on the amount of money you have to give away.

How To Say No To A Nonprofit

While the nonprofit organization itself may be doing amazing work, perhaps it does not align with your specific interests, or it just doesn’t feel right. Learn some of my best practices and techniques on how to say no to nonprofits (without feeling guilty). 

5 Questions To Ask A Nonprofit Before Donating

Do you ever wonder what information you need to know about a nonprofit before making a sizeable donation? These 5 questions allow you to gain the best insights into the nonprofit so that you may make a well informed decision.

Four Steps Every Donor Needs To Follow Before Donating

Do you ever wonder if your donation is tax-deductible? Do you want to know how your donations can have a greater impact? Or, how to perfect your giving strategy? Learn the answers to these questions and more.

Give Like You Mean It Mini-Course

Do you ever wonder how you could be making a difference in the world?

This free mini-course video provides a checklist to help you discover your giving purpose and fuel your philanthropy for years to come.

All About Disaster Philanthropy

You never know when a disaster may strike in a community you care about.

However, if and when it does, you want to be prepared to show up in the best way possible.

Show Up as Your Best Self When Donating to Indigenous Communities

I want you to learn how to show up as your best self and not make mistakes others have in the past so that you can give Tribal & First Nations and Indigenous cultures sufficient funds without leaving any money on the table.

To Spend-Down or not to Spend-Down

If you are donating to worthy causes, I am guessing you’ve asked yourself whether to give it all away in your lifetime. This is what’s called “spending down” in philanthropic circles.

In this resource, I am going to investigate the right conditions to spend-down, versus the benefits of investing your assets so that you keep giving to the cause you care about in-perpetuity.

Are you a Sustainer, Campaigner or Launcher Donor? 

In this resource I will teach you the three main approaches to giving, so you can make the most of your funding and support.

Put your Best Foot Forward to Participate in Philanthropic Networks

In this resource I discuss three categories of funder collaborations. I think these are the three types of collaborations to consider if you are interested and have started reaching out to your peers.

Free Training - How To Read & Interpret An Organization’s 990s

Nonprofits hire Certified Public Accountants to do a 990 audit of their financials. Doug Regalia, an expert CPA at reviewing nonprofit finances, is offering his training for free so that I could share it with donors like you.

Leveraging Public Dollars

In this resource I discuss how donors can leverage public dollars to support the causes they care about.

The biggest challenge is that there is no one-stop-shop portal that tells you all the public funding opportunities. This resource will show you how.

Center Your Giving in Trust-Based Philanthropy  

Donors are not always clear about how “Trust-Based Philanthropy” truly fits into their overall giving practice – this is especially a challenge if you are a campaigner or launcher type of donor.

In this resource I will teach you the common mistakes donors make when incorporating Trust-Based Philanthropy into their giving strategy.