Part of the recent scandal surrounding the IRS’s Exempt Organizations office was its use of BOLO (“Be on the Lookout”) lists. IRS staffers used the lists to screen groups applying for tax-exempt status based on certain phrases and criteria. Groups that didn’t make it through the screen were subjected to longer and deeper reviews (see [...]
Author: tonymacklin
Philanthropoid working at the intersection of meaningful giving and community results. Excited when everyday people lead community improvement, and when everyday people are recognized for their generosity.
The Case of the Overhead Overload
From the files of the Generosity Gumshoe Jim Barker / Foter.com / CC BY-NC-SAShe walked into my office last night, dripping in cold cash and hot tears. She was a rich socialite from one of those mini-mansions on the edge of town. Before I could lay out my philanthropic detective fees, she spilled her guts. [...]
Raising the Philanthropy Question
Kudos to Jim Coutre from The Philanthropic Initiative for his recent article on the importance of financial advisers discussing charitable giving with their clients. He cites studies showing that wealthy clients expect the conversation (or will go elsewhere for it) and that the conversation will increase long-term client retention. Community foundations and other nonprofits that work with [...]
Connecting Family Philanthropy With Social Giving
A couple months ago, PhilanthroGeek founder Nathaniel James, ioby co-founder Erin Barnes, and I set out on a small adventure to answer two questions: How do we describe the new trends in social giving to the family philanthropy world? What do family foundations make of the opportunities and challenges in these trends? I’m describing some results of our adventure in this [...]
Tony Macklin 