vision

Family Philanthropy: Giving by Example

How do we choose to make a difference in the world? Some of us give from our wallets. Some of us build with our hands. Some of us contribute our time and expertise. However we engage in helping others, one of the best ways to establish a legacy of family philanthropy is giving by example.

Nancy Porten grew up in a family of modest means, but that didn’t mean her family couldn’t give to others. Nancy’s mother volunteered, and she talked to Nancy about the charities that were important to her. When Nancy reached high school, she followed her mother’s example, becoming a candy striper at a local hospital. The tradition of giving continued as she grew up, married, and started a family. As Nancy's family became more affluent, she continued to give by example to instill these values in her children, and she looked for new ways to contribute in the world.

While trekking to Everest Base Camp with her husband and children in 2008, Nancy discovered a like-minded connection with her guide, Deana Zabaldo. They both felt a connection to Nepal and a desire to help the people there. Deana had served as a Peace Corps volunteer in Nepal and then became a professional trekking guide who gave back as part of her ethical travel standards. Nancy, too, wanted to help the people in this country that had touched her and her family on their journey to the top of the world. 

Through a combination of private donations, selling ethically sourced jewelry, and volunteer work, Deana and Nancy created a diverse financial base for supporting sustainable development. Together, they founded Changing Lives Nepal (www.changinglivesnepal.org) and began to support education and poverty alleviation. Eleven years later, their projects include a home for orphaned and abandoned children, construction and repair of classrooms at rural schools, and sustainable organic farms to create a reliable source of income in rural villages.

Nancy’s efforts were as visible and influential to her daughter Bethany as her own mother’s volunteering had been years before. As a high school senior in 2013, Bethany took the initiative to create Beads for Batase, selling prayer bead bracelets from Nepal to raise money and donate computers to the village school in Batase, Nepal. Bethany participated in community events and sold her beads locally—including at a booth for a July 4th town festival. She also ran an email fundraising campaign for her family and friends while maintaining a social media campaign that featured blog posts on her progress. She successfully raised enough funds and then personally traveled to this small and remote village to help install the computers that she had pre-loaded with software and support the students and teachers. 

Bethany continues to have an awareness and dedication to giving back. She did a return trip in 2014, when she and Nancy got to see how the computers were involved in the students’ and educators’ work. It was the school’s administrators who also found value in having the computers and software to make their jobs easier. Today, Bethany is pursuing naturopathic school in the service of others’ health and disease prevention.

Three generations of philanthropy: grandmother, mother, and daughter. A legacy of giving to support others in need. Making a difference in ways that matter to them.

One Child’s Spirit of Giving

Many 6-year-olds would be thinking nonstop about what they could buy with the profits from their lemonade stand. 

But our youngest donor, Nanette, is not your average child. She donated the earnings from her first neighborhood lemonade stand to her local animal shelter, Marin Humane Society.

Nanette got the idea from lessons she learned from her parents. Natalie and Paul wanted to instill in Nanette the idea of giving through earned income converted into a donation. Natalie and Paul were exposed to the values of charity throughout their childhoods and in church. 

Nanette was so inspired by her act of giving that she wanted to donate on a larger scale. She and her mother approached Nanette’s Girl Scout troop with the idea of a big lemonade sale.

The group of 13 girls grossed $340 from their lemonade stand and by unanimous decision donated the money to the same animal shelter. They liked the idea of a long-term commitment and supporting the stray cats and dogs in their community. 

What got the troop really excited was how many dogs and cats they could feed with the money. A week of pet food for an animal was $35. To top that, when the girls went to visit the shelter and give their donation, they also brought leashes and more food, along with dog and cat toys.

The next community project for Nanette and her troop? Volunteering. The girls are too young to volunteer formally, so Natalie and the other moms are identifying effective and strategic options to have their daughters meaningfully engaged in giving of their time. As a result, the girls will spend time with the elderly residents in their neighborhood.

And so it goes. From one literal lemon we can see how the lessons of giving can influence one child and spread to those around her. Nanette, with help from her mother, has used her family’s values to set in motion a culture of caring in her neighborhood.

A glass of lemonade anyone?

Photos courtesy of Natalie S.


Bridging My Ties

Building relationships and making meaningful connections are two of my favorite parts of working as a philanthropic advisor. Recently, I collaborated with my colleague Andrea Huff to help her client Peter Jewett develop new contacts that could shape his vision for the future. Andrea is an executive coach who specializes in partnering with people who are making the transition from full-time work to the next stage of their lives, often a very active retirement.

She asked me to connect Peter, co-founder of Farallon Consulting, an environmental consulting and engineering firm, to my contacts in nonprofit organizations. Andrea and I share the goals of helping our clients determine what will be the most satisfying use of their resources in the next stage of life, including their purpose, building a legacy during their retirement and philanthropy. We collaborate through a process that is both holistic and realistic. 

Andrea emphasizes three facets of collaboration when working with clients: accountability, mindset shift and getting to the essence. I go into more detail on them below as well as the services she offers.

Photo courtesy of Peter Jewett

Photo courtesy of Peter Jewett

Peter, an engineering geologist, was arriving at his retirement after founding, growing and now selling Farallon, where he had worked for the past 20 years. He is also a proponent for the sustainable use of our natural resources and likes to kayak in his leisure time. Andrea and I thought my experience with environmentally focused nonprofits and foundations would be an ideal starting point to make introductions.

His vision was to have an active retirement that could match his former work life in terms of contribution and make the best use of his background. Peter wanted to explore how he could use his time and expertise to consult with a nonprofit meaningfully. The opportunity to demonstrate his experience was key for Peter to open up new relationships and perspectives about the next stage in his life.

I thought about where he would be a great fit and what organizations could benefit from his skills and started with two introductions. After Peter met with my contact at a policy foundation on natural resources, he felt government-related initiatives were of less interest. However, when I was able to identify a leading global scientist on oceans who had a focus on coral reef systems, this piqued his curiosity to meet her. 

The ocean scientist contact, who advises scientists and institutional foundations, responded positively to our introduction. She thoughtfully crafted a vision document on her goal to map all the waterways to better understand up- and downstream impacts on ocean life. She was also immediately open to connect with Peter and determine how they could collaborate.

As we are in the midst of their conversation, their specific outcomes are evolving. But it’s clear their relationship may hold promise for a mutually beneficial engagement. By collaborating, Andrea and I were able to free Peter from extensive research and provide an opportunity to fulfill his aspirations for a purposeful retirement more quickly.


For more information on Andrea’s services, visit her website, AndreaHuff.com, and check out her recent book, Every Night’s Friday Night: Time and Freedom for the Rest of Your Life.

Here are her three facets of collaboration when working with clients:

  1. Accountability -  Having a sounding board in transition enables advancement.

  2. Mindset Shift - Seeing ideas in new ways supports progress to achieve specific goals.

  3. Getting to the Essence - Incisive recommendations save clients from getting stuck.

Why go it alone when making big decisions about how to apply your talent and time in retirement or life transition? Join our personalized consultations and reap quicker and more productive results.