Todd Scott’s Post

Insightful article including knowing your client, maintaining institutional knowledge, and staffing accordingly for success! My main take-away is to emphasize development of client and firm relationships deliberately, if possible, prior to jumping into solutioning (which I am frequently involved in and under time-pressure, as an internal management consultant). Opening the channel for long-term client relationship development can help us predict client needs and improve overall efficiency. Thank you, Laura!

I finally finished #Succession last night. And wow - I'm so impressed with the writers. It really seems like they did their homework around understanding family systems. #FamilySystemsTheory is the theory that defines the #family unit as a complex social system (which, I mean, it absolutely is!), in which members interact to influence one another's behavior. If you've watched Succession, you can see that play out. Because when you overlay significant assets with the #familysystem, you get even more complexity. The question is - how, as an individual in that system, can you both understand the system, the patterns, and your role? The answer is the #FamilyIntelligenceQuotient (FQ). If you want to learn more, and you're a member of a UHNW family, come to #SEFOF and join the Pre-Conference Workshop on Wednesday, Sept. 27th. My colleague Rebecca Meyer and I will be sharing tools to increase your FQ. www.sefof.org #familyenterprise #familybusiness #familyoffice #familydynamics

May's issue of "BT Now," Bet Tzedek Legal Services' monthly news digest, is out! We reflect on our 50th Anniversary Gala earlier this month; share a short documentary from WorkingNation that brought together our founders from 1974 to tell the tale of our inception, mission, and 50-year journey; discuss BT in the 1990s & AANHPI Heritage, Jewish American Heritage, and Older Americans Month; share BT's in-depth feature on Spectrum News 1's "L.A. Stories;" shed light on how more protections are needed for garment workers; have our monthly pro bono CTA; and more. Check it out!

Today we're launching our "Leaving Well" blog series - a reflection on what it takes for a long-time leader to leave an organization well. Follow along with Kate Barr, President & CEO of Propel Nonprofits, as she shares what she's learning as she transitions away from her role at Propel. Learn more: https://lnkd.in/gT5RchUa and find her first blog, "Leaving Well: Is it the Right Time?" linked in the description.

The first step to change is through awareness. By supporting a cause, you help amplify their voice and strengthen efforts to create progress in America. https://ow.ly/JCkS50PR9IG

Earlier this month I presented ResearchPRO's Data Done Right course to nonprofit members of Human Service Chamber of Franklin County. As we continue through the coursework with homework, TA sessions, and 1:1 coaching; I'm reminded of the challenges fundraisers at small, social service organizations can face while building prospect pools. Without a database full of wealthy alumni or grateful patients, the default assumption is that it's impossible -maybe even unethical- to prospect among the people we serve. It's no secret that I find such assumptions misguided and short-sighted. But, the questions remain. ❓How do you engage non-wealthy individuals in your fundraising? ❓How do you ask the people you serve to support you? ❓How do you avoid dehumanizing the people you serve while sharing your impact story? In this episode of ResearchPRO's Black Gives Back Conversation, Anedra Kerr explains how executive leadership at Jeremiah Program remains in fellowship with those they serve and builds a pipeline for the future -- while serving Moms living in poverty. Their visionary work includes a paid stipend and a non-traditional approach to fundraising. Check out our conversation to learn how they do it. 🧡

Tune in to Grow Omaha featuring Eide Bailly's Jerry O'Doherty and Mark Rogers as they discuss energy tax credits. Learn about incentives for both profit and nonprofit entities! #EnergyTaxCredits #BuildingProjects

Tune in to Grow Omaha featuring Eide Bailly's Jerry O'Doherty and Mark Rogers as they discuss energy tax credits. Learn about incentives for both profit and nonprofit entities! #EnergyTaxCredits #BuildingProjects

Excerpt: Project 2025, a scheme led by the Heritage Foundation to “take the reins of government” after former President Donald Trump or another MAGA Republican becomes president, is backed by more than 100 right-wing organizations. The project’s harmful agenda and destructive operational plans have generated significant critical media coverage, to which Heritage has responded with snarky commentary that confirms the organization’s identity as a propaganda arm for the MAGA movement. Project 2025 is a detailed policy agenda and action plan meant to advance two different long-term goals. One is a libertarian-leaning effort to gut federal agencies from within and limit their ability to regulate corporate behavior and protect the climate. The other is an openly authoritarian plan to empower the president to dismantle checks and balances, impose his will on the executive branch, use federal agencies to punish his critics and enemies, and deploy the power of the government to enforce the religious right’s “traditional” views on abortion, family, sexuality, and gender.

Embodying the core values and principles that our mothers imparted to us is a powerful way to honor their wisdom and guidance. Here are some ways to actively live in accordance with these values: Compassion and Empathy: Practice empathy and compassion in our interactions with others. By showing kindness and understanding, we uphold the values of empathy that our mothers instilled in us. This can be as simple as lending a listening ear to a friend in need or volunteering to help those less fortunate in our communities. https://amzn.to/3U6Ht7Z