The Philanthropist Handbook

About The Philanthropist Handbook

The Philanthropist Handbook is an essential resource for anyone interested in leaving a lasting legacy through charitable giving. As a distinguished attorney in nonprofit law, Clay offers a deep dive into the world of planned giving, blending historical insights with practical strategies. Over the next twenty years, the Baby Boomer generation is expected to donate $12 trillion to charity. With 80 percent of this giving expected to be made through their estate planning, this transfer of wealth to nonprofit organizations will transform American society in amazingly positive ways.

This book is an essential guide for donors and nonprofits alike to maximize, collectively, this historic transfer of wealth through meaningful trust-based relationships. Clay, a distinguished attorney in nonprofit law, shares his experiences representing some of the largest and oldest nonprofit organizations in the United States to help readers navigate the complexities of charitable giving. Clay teaches philanthropy lies within each of us. If you can tap into this side of your nature, you will discover meaning and, quite possibly, your mission in this world.

For those of us nearing the end of life, the inclusion of a planned gift to a charity with which you have a relationship, marks a meaningful testament to you and your time here. By following the guidance in this handbook, you can learn to cultivate trust-based relationships with nonprofits, understand the legal and financial aspects of charitable giving, and find your place in the continuum of human experience as a philanthropist in your own right.

Through visualization and mindfulness exercises, Clay teaches readers the importance of empathy, ethical decision-making, and foresight to cultivate a philanthropic mindset. He challenges you to recall times when others were generous to you and you were generous to others, and he invites you to call upon those feelings from time to time to inspire you in your own personal plan of philanthropy.

Ideal for donors, nonprofit professionals, and volunteers, The Philanthropist Handbook guides readers through the complexities of philanthropy to transform charitable intentions into powerful actions. Embrace the philanthropic way, find your place in the continuum of human experience, and leave your mark on this world.