ThePlanForward

Participants - Phil Cubeta, Charles Maclean, Jeff Weisglass, Drake Zimmerman

Notes by Drake, with transcript by Charles, Gerry Gleason and Phil

Overall

Are we the right people for the right change?

Do we agree on the direction of “the right change?”

How do we honor other means and other ends?

"Act Up philanthropy" versus, say, Faith-Based Giving

Form a training group with the rallying cry - "YES"

Leadership

What can this leadership group give you?

- intimacy - arms length contact - clusters of interests - Job training - fellowship network - intellectual stimulation

Become clear about:

- How can I serve you? - How can I be served? - Here are my needs and offerings

It is not enough to be effective and efficient, must be efficacious

Das Master Plan should address

- Top 10 ideas - Top 10 leverage points - Top 10 methods

Break them out by time periods: 1-5 years, 6-10 years, 11-15 years (is this a yawner?)

How do we go forward?

1. linear progress to serve the humans - the donors

2. Shared values approach

3. Acting as a co-counselor to increase capacity and

After identifying needs say, "I'll help"

Get more people focused with their time, talent, and energy

Goal: To make the world a better place

Methods:

1. Use leverage points 2. hit core values 3. rev up 4. infection 5. conservation 6. payback 7. take action around your values 8. subversive

 Hub 

Deeper conversation and inquiry

Donor to Donor Conversation

Is being a Donor a lonely place?

How align Donors, Advisors, and Causes?

Connecting the connectors, each of us bringing his or her networks, and serving as both gatekeeper and selective door-opener

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