About the webinar...
How to Manage Competing Goals for Smarter Philanthropic Decisions
Philanthropic planning involves the complex interaction of numerous and sometimes competing priorities, including the impact the donor or family wants to have on the world alongside other motivations such as the desire for recognition or relationship preservation. Ultimately, donors need to weigh these factors against each other and come to a decision about how to move forward. This session will discuss a range of techniques to help clients consider the practical impacts of various options in a holistic way, integrating different types of philanthropic goals alongside other considerations important to the donor. Using case studies and interactive facilitation, we will explore fundamental concepts of decision analysis and how they apply to a philanthropic context.
- Learn how to clarify values by making tradeoffs explicit
- Demonstrate how to analyze and model philanthropic decisions
- Understand the role of prediction and uncertainty in philanthropic decision-making
About the presenter...
Ian David Moss, CEO, Knowledge Empower
Ian David Moss has nearly 20 years of experience helping foundations, government agencies, donors, impact investors, and knowledge infrastructure organizations increase capacity for evidence-based decision-making. Together, these strategies have guided the distribution of nearly $100 million in mission-driven grants and investments globally. Ian’s practice is rooted in the belief that a spirit of inquiry must be tightly integrated into an organization’s culture to maximize the benefit of scarce resources. One of the social sector’s leading practitioners of theory of change, Ian has developed theories of change for the William and Flora Hewlett Foundation, the State Government of Victoria (Australia), the City of Boston, and his own life. His Decision Doctor service combines elements of cost-benefit analysis, advanced forecasting training, Monte Carlo simulation, and Fermi estimation to quickly analyze and resolve real-life decision dilemmas faced by clients.
Prior to launching his consulting practice, Ian was part of the leadership team for more than seven years at Fractured Atlas, a nonprofit technology company offering business and productivity tools to more than 1.2 million creative entrepreneurs worldwide. Ian was also founder and CEO of Createquity, a think tank investigating the most important issues in the arts and what we can do about them. He holds BA and MBA degrees from Yale University and is based in New York.