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On Inspired Philanthropy with Tracy Gary

Unleashing greater generosity in the legacy planning process.....

Executive Summary
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In this 12 minute podcast social entrepreneur, Amy Looper, interviews Tracy Gary, author of Inspired Philanthropy: Creating A Giving Plan and Leaving a Legacy. The purpose of the book and the purpose of the podcast is to bring donors, advisors, and nonprofits together in common purpose. Having listened to this podcast, we hope you will make use of the free resources available on the Inspired Philanthropy website.

Outline of the Podcast

• Audiences: In the first 3.5 minutes Tracy defines the three audiences of the book: donors, advisors, and nonprofits, and how she hopes to get us to come together not in adjacent silos, but as collaborators for the good of donors, their loved ones, nonprofits and society.
• Driving Purpose: In the next 2.5 minutes Tracy explains why she substantially rewrote her prior edition of Inspired Philanthropy. The earlier edition showed how to create a giving plan. The new edition adds legacy planning. Why? Tracy herself and her cohort of donors are aging. That and the death of Tracy's mother, led her to think about how a giving plan can be extended beyond our lives into a legacy plan. That in turn led Tracy to consider the need for donors to work well with their tax, legal and financial advisors whose professional skills are needed to create a legacy plan that is both prudent and inspired. (A prudent plan takes care of the donor and her loved ones, come what may. An inspired plan does all that but also makes a positive contribution to the community.)
• Benefits: In the final 6 minutes, Tracy directly addresses each of her three audiences: nonprofits, advisors, and donors, showing each group how they can use the book to advance their goals. Most importantly, she helps us see how much we need each other, and how by dancing together not only as donors, advisors and nonprofits, but also as citizens, we can advance our own goals while doing more for the world.

Getting into Action
The podcast was produced by Phil Cubeta, a philanthropic advisor who blogs philanthropy at Gifthub.org. He collaborated with Tracy on the legacy section of Tracy's book. He and Amy have done work together in establishing her social venture, MindOH. To advance the cause of giving, Phil contributed resources for donors, advisors, and nonprofits available under Resources in Appendix A and B on Inspired Philanthropy on Inspired Philanthropy. These tools are proving quite helpful to donors and advisors. The tools have also been successfully used by nonprofits, as part of convenings that Tracy has taught, to bring the nonprofit's key donors and advisors together in common purpose.

This podcast and the resources on the Inspired Philanthropy website website are a labor of love and a gift. As we three have worked together, across our disciplinary silos, we hope you and your team will do the same. The world is in a difficult time. We are all called to do what we can.

- Tracy Gary, Amy Looper, and Phil Cubeta,
Conspiring for the greater good
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