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CAP - GS839 Key Terms & Questions well answered graded A+
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CAP - GS839 Key Terms & Questions well answered graded A+
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CAP - GS839 Key Terms & QuestionsPlanning Teams - correct answer ✔✔Defector Team = client picked up along the way
Intentional Team = the team is put together on purpose
Core Team = group who meets regularly (CPA, Financial Advisor, etc.)
Virtual Team = specialists, beyond the Core Team (Philanthropic Advisor)
Discernment - correct answer ✔✔The client (not the advisor) learns about their own situation (A-HA
moment). We, as advisors, help create these environments.
Four Levels of Client Engagement - correct answer ✔✔Trusted Advisor
Valuable Resource
Subject Matter Expert plus Affiliated Field
Subject Matter Expert
(Note: Organized top down with strongest relationship on top)
3 Styles (Fithians) - correct answer ✔✔Sales
Advice
Discernment
Strategic Philanthropy - correct answer ✔✔More business-like philanthropy; includes logic model
What does Peter Karoff mean by the "poetry" or philanthropy? - correct answer ✔✔The heart-felt side
of philanthropy that's driven by passion and purpose
, What does Karoff regard as the "primary test of philanthropy?" - correct answer ✔✔The primary test for
both the poetry and practice of philanthropy is INTEGRITY - was our purpose noble, were we true to it,
and did we, in all instances, deeply listen to the community of interest we presume to serve?
Philanthropic Learning Curve - correct answer ✔✔1. You become a donor
2. You decide to get organized
3. You become a learner
4. You become issue- and results-oriented
5. Your philanthropy become leveraged
6. Philanthropy becomes one of the most exciting and fulfilling things you do: alignment of vision,
passion and interests
"Philia," "Caritas," "Spirit of Care" - correct answer ✔✔All terms related to LOVE
(Paul Schervish)
"Moral biography of wealth," "Gospel of Wealth," "Moral Identity" - correct answer ✔✔We express
ourselves through our philanthropy
(Paul Schervish)
Genesis - correct answer ✔✔The beginning
(Paul Schervish)
Telesis - correct answer ✔✔The purpose within it/the ending
(Paul Schervish)
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