Category Archives: Excellence

The 2012 Odysseus Award in Philanthropy

UPDATE – David Beebe passed away November 4, 2012 – his personal presence will be greatly missed, but his inspirational legacy of courage and love of mankind will continue in our hearts.

In September, I was honored to be able to tell the story of David & Carolyn Beebe in a short presentation at the 2012 Odysseus Awards, held at the Columbus Zoo & Aquarium:

The Work Is the Gift

David & Carolyn Beebe

The Odyssey is also known as “The Wanderings of Odysseus”, recounting how one man adapted to the challenges and sufferings in life to become an example of strength, generosity and courage.  A seemingly random sequence of tests, obstacles and frustrations becomes the life’s work of Odysseus, and in the end it enables him to benefit his family and his entire kingdom.

In the same way, David and Carolyn Beebe have dedicated themselves to working for the greater good, despite personal and physical obstacles.  In the process, they have shown us the way to build and sustain a legacy of authentic giving.   Their expressions of philanthropy are seen in not only through the sharing of wealth but also in sharing their wisdom and work.

David and Carolyn’s families can be traced back to the very beginnings of America and Ohio.  David’s family were among the first to settle Ohio after fighting in the American Revolution.  Thus, he and his brother have been accepted in the Sons of the American Revolution and the First Families of Ohio.  Clearly, David and Carolyn come from a long tradition of working to build communities.

David attended Ohio University and is a graduate of The Ohio State University and Capital Law School.  Carolyn chose teaching as her profession, graduating from Capital University and teaching young children for over 30 years.  David and Carolyn chose their professions so that they could make an impact every day.  As David expresses it – “I can help people in a meaningful way and make a living at the same time.  It’s wonderful.”

David entered a career in Trust advisory services, working at BancOhio, which later became National City and is now PNC Bank Trust.  He worked with clients to establish and implement long-term estate plans that included philanthropy.  One of the most notable families he assisted for many years were the Hartmans, who were innovators in agriculture and owned the massive farms south of Columbus.  Meeting the families and showing them the ways to continue to make a difference were the most rewarding aspects of the business for David.  He pursued this with such professional excellence, that he was recognized many times over by National City for his service to clients.  Because of David’s sage advice to client families, Columbus has many services and non-profit organizations that would otherwise be smaller or missing altogether.

            But David was not content to be alone in the estate and philanthropic advisory profession.  He shared his knowledge and understanding through his leadership in the Columbus Estate Planning Group.  This was a group of allied professionals in estate planning and philanthropy that included attorneys, trust officers, foundation and non-profit executives and financial advisors.  For many years the Columbus Estate Planning Group flourished under his guidance and energy.  He received many awards from them in recognition to his dedication, hard work and effective education of professionals engaged in advising individuals and families in philanthropy.

            David pursued his law degree and a career in Trust advisory despite the diagnosis of arthritis at age 21.  Pain and exhaustion are part of the disease, but David did not let it deter him.  In fact, he and Carolyn partnered to dedicate themselves to active participation in the fight against arthritis.  David has been a volunteer, donor and highly involved board member for the Arthritis Foundation.  David had served as chairman and President for many years and they have given thousands of hours of volunteer time for the cause.  Without David’s wisdom and work in action with the Arthritis Foundation, thousands of lives would be less abundant.  He has lead major capital campaigns for the Arthritis Foundation and tirelessly used his unique “call-to-action” skills to inspire personal friends and professional colleagues to join the cause for research and treatment of arthritis.   Indeed, his work has been so important and significant to the cause, that he received the National Volunteer Service Award and the Jerry Walsh Courage award from the Arthritis Foundation.  David and Carolyn have been truly dedicated to making lives more rewarding and healthy. 

            As if that were not enough, David also has been highly active in Lutheran Social Services of Central Ohio.  He served for many years on their board and, again, was an active volunteer.  One of his special projects was volunteering at Faith Mission.  He says that volunteering to serve the people at Faith Mission has been one of the most rewarding activities of his life.

            Clearly, whether in the classroom, the office, the boardroom or the back streets of Columbus, David and Carolyn have been busy throughout their lives to encourage, build, strengthen and grow the community.  They are always looking for a way to put their values of courage, loyalty and generosity into action.  They give with their whole hearts and encourage others to do the same.  David says that volunteering is especially rewarding – he highly recommends it as a way to be happy; saying that you will never be sorry – receiving much more than you give.

            David and Carolyn believe strongly in providing financially for the causes and organizations that they value and promote.  They give faithfully to the Arthritis Foundation and Lutheran Social Services.  They also are strong supporters of the Columbus Museum of Art, Franklin Park Conservatory, their church and their alma maters.   For instance, they recently donated the funds for their church to purchase trumpets for the organ so that Sunday worship services can be an expression of glorious beauty.

Beyond gifts during their lifetime, David and Carolyn also feel it is important to support those same causes well into the future, even if they will not be there to see it.  They recognize that the organizations we support during our lifetimes can be left with a serious gap upon our passing.  Not only will our personal presence be missing, but our economic support could disappear as well.  David and Carolyn believe that prudently making arrangements for those organizations in estate plans could prevent staff reductions and reduced services, especially if we have been a significant contributor and advocate in the past.  In this way, the Beebes know that we can make an expression of love and dedication to others, even for those whom we will never meet.


Philanthropy means love of mankind.  For David and Carolyn Beebe, love is not an emotion – it is an act of will.  The Beebes have served others with grace and love despite the challenges in their lives.  Their work has been their chosen vehicle of philanthropy.  It has truly been “love in action” – they are not content to watch but actively participate in the success of the organizations and causes to which they are devoted.  They have encouraged and inspired those who know them.  They have given of their wealth, wisdom and life’s work to improve lives and make a difference.  Their life is one of dedicated love of mankind with personal sacrifice.   Because of their inspiration, Waller Financial Planning Group is honored to recognize David and Carolyn Beebe as the recipients of 2012 Odysseus Award in Philanthropy.

Baucus Issues Statement on Tax Reform and Charitable Giving

Click here to learn more about the New Paradigm in Giving

Baucus Issues Statement at Public Hearing on Tax Reform and Charitable Giving.

Note the Senator’s comments on “partnership”.  As we highlighted last Friday in our radio interview with Ron Stebleton, cooperation and collaboration is the proven success model. (See RADIO tab to listen to the archived episode of Oct. 21, 2011)

Sen. Baucus also referenced how the history of the USA is closely connected with philanthropy. Our past success has depended upon it. Claire Gaudiani has offered in-depth analysis of the importance of citizen generosity throughout the last 3 centuries on this continent.

Despite the fact that the USA citizenry has a history of generosity and collaborative philanthropic action, fundraising and non-profit work is in crisis and the new paradigm is calling for different action. Don’t get me wrong, those of you in non-profit work are doing a great job, and you have big hearts.  However, it is plain to you that a new direction is in order.  You may feel adrift on the wide ocean of change, and your efforts may not be producing the desired changes . . .

Take control and manage your present situation – stop drifting with the wind and waves and use the wind and waves to sail a charted course successfully . . .

In our mastermind groups, we use a proven success model to connect your aspirations with purposeful, strategic action.  You can read books and attend seminars; but unless you have a group with mutual support, change will probably not happen. (Think about all the personal development books, seminars and workshops you’ve paid for and been to – how much truly became implemented and made a difference?)

Advocate for open and free expression of generosity, read Gaudiani’s books, and join a Mastermind for Non-Profits group to operate more effectively within the New Paradigm of Philanthropy.

Contact us for a conversation: or 614-915-4324.


Big Lie #3 – Survival of the Fittest

Big Lie 3 – Survival of the Fittest 10/21 by PhilanthropyPlus | Blog Talk Radio.

Survival of the Fittest means Survival of the Strongest – right?  The actual observed success model is cooperation and collaboration in focused, harmonic effort.

“The world we are in now requires revolutionary approaches. We need board members that are courageous enough to move forward in uncharted territory, leaders who are clear about purpose and willing to let go of programs in favor of new opportunities. Leaders need to be willing to embrace efforts for which success may not be defined and outcomes are not guaranteed.”

— Angela Blanchard, President and CEO, Neighborhood Centers Inc

We address how to do this in our radio program this week.  Our guest in this episode is Ron Stebelton, professional educator and certified success coach.  He shares his approach on goal achievement.  Ron presents the basic concepts that are found in his new book:  From Surviving to Thriving in 30 Days.  Ron presents a solid structure for goal achievement in any situation.  We also examine how Andrew Carnegie became a huge success in business and philanthropy by applying one basic process in all his endeavors: collaboration with groups of experts.

Are you ready to move from surviving to thriving?  Want to move donors to action? Do you question whether that can even happen “in this economy”?

If these questions are at the front of your mind, and if you are willing to test the “uncharted waters” Angela Blanchard spoke of, then you are ready to join a Mastermind Group to explore the possibilities.  Check out the cooperative success model for yourself:  We have an introductory Mastermind for Non-Profits called Thriving in Times Like These.  You CAN take control of your direction and results . . . Contact us to learn more and to be connected with a group of other non-profit professionals so that we can all MAKE GOOD WORK.

Give to your donors FIRST

The Divine Economy is automatic and very simple – we receive only that which we give. (Napoleon Hill)

If you are reading this, you are probably itching to do more to generate revenue for your non-profit organization.  You are probably frustrated that the only options you see seem to be methods that are passive, with a “wait and see” component.   What if you could be more active and in control of your fundraising success?  What if you could set a goal and be able to manage the results?

This video from the Chronicle of Philanthropy is revealing:

The professional fundraisers in the clip indicate that they are increasing their communication and stewardship efforts.  If you are engaging in this, that’s great.  However, if you aren’t careful this extra communication could be viewed as a lot of “talk” .  Your donors are already receiving thousands of messages each week from many sources.  They are all designed to persuade your donors to part with their hard-earned cash.

Instead, why not offer to give donors something they want and need in this economy?  Further – do it before they give you more money.  Why not be the first to offer something? Michael Rosen, CFRE of ML Innovations, Inc. encourages non-profits to offer value to donors and prospective donors – especially to the business community.  (See radio program of October 12, 2011)

In other words – be the first to give the donor something.  Give them something that helps their business grow and be in a better position to help you.  Become a trusted partner in other people’s success, and you will create a network of raving fans.

We have two programs that are active and innovative.  They involve a new approach to promoting your organization so that you don’t have to just “wait out the storm”.

The Pathway Partners program gives your non-profit organization a way to engage small businesses and help them grow.  A key element is also the ambassadorship component that gives donors and volunteers a customized tool to generate word-of-mouth marketing for your organization.

Corporate Programs – investigate this and encourage your corporate partners to engage in a program that includes Profit and Philanthropy.  It is a value-added plan that generates extra income and builds communities at the same time.

These two streamlined programs are based in a practice of cooperation and collaboration.  You are no longer passive and forever making YOUR case  – the methods are truly donor-centered.  It changes the nature of your organization’s communication and stewardship. It also transforms the lives of your donors so they can help you transform the lives of those you serve.

The guests on our radio show this week give us practical advice and inspiration on reaching out in a new way to achieve fundraising success.  We debunk the myth of a competitive model and offer tools to get you on an immediate path toward taking control of your own success by investing in the success of others FIRST.

Contact Laura for more information: 614-915-4324 – – –

Capturing Your Organization’s Stories

Wild Apricot Blog : Capturing Your Organization’s Stories.

It is important to tell your organization’s story – it’s not all about the MATH and “bottom line” numbers.  The blog article referenced above has great advice on how to engage your “raving fans” and volunteers to gather photos, leads on stories and various ephemera that can make a heart-felt compelling case for support.

The YouTube video below is a piece I put together recently for a couple that received an award for outstanding philanthropy.  They ran a successful small business that became the engine for major gifts and planned giving to several outstanding non-profit organizations.  Building these relationships and telling their stories inspire others to higher levels of philanthropy that will benefit your non-profit fundraising efforts as well as many other organizations.

Contact Laura to set up your organization’s editorial calendar – tell great stories and widen your network of raving fans!    614-915-4324

Profiler – Part 1 09/28 by PhilanthropyPlus | Blog Talk Radio

Profiler – Part 1 09/28 by PhilanthropyPlus | Blog Talk Radio.

Non-profit databases provide profiles, ratings and basic data regarding 501(c)(3) organizations.  Keeping your profile updated and attracting good reviews will help potential donors and grantmakers get a dashboard look at your organization and its mission.  Michele Demers from Foundation Source will talk with us about Access – a new database made available to private foundations.  Learn how to boost your fundraising and grants from major donors.

I really like the feel of the Foundation Source ACCESS database – it tells the story not only in words but in pictures as well.  It has a community and conversation feel, not just the cold, hard data.  They have purposefully made it so that non-profits and private foundations can interact to make significant impact in communities all over the world.  Looks like Foundation Source has hit another home run in promoting private “venture philanthropy”.  Thank you for this innovation and Making Good Work!

  see the TOOLS tab for a free offer to Non-profits:

Update your Guidestar profile for FREE today!

Buffett and Philanthropic Impact

Warren Buffett’s grandson is taking the conversation in philanthropy to a new level.  This article on the Fast Company website will pique your interest.  The younger Buffett (Howard) seems to be a young man on fire for making a difference in the world and influencing new, more effective action.  It is well worth your

time to click here to read the full article.

Nine Things Successful People Do Differently – Heidi Grant Halvorson – Harvard Business Review

Nine Things Successful People Do Differently – Heidi Grant Halvorson – Harvard Business Review.

Want to develop “success” habits?  Read this HBR article and check out joining a MasterMind group today ~ 

Special BONUS offer for non-profit staff and board members!   Call 614-915-4324 or email

PLUS – a corporate MasterMind and Philanthropy program that can change the way you do business . . .

Contact Laura for more information – 614-915-4324 or

Heard on the Web: Charitable Lead Trusts Draw Renewed Interest

Jackie O. had a CLT, but it’s not just for the uber-wealthy

Our guest on the “Making Good Work” radio show for Wednesday is Laura Malone. In the interview, she will give an example of  how a family is using a Charitable Lead Trust  with a DAF to maximize the positive impact of donations – now AND in the future.

If you don’t know about Charitable Lead Trusts, how they can help your organization’s current budget, and why this may be an option for many of your donors, click to link on this article from the Planned Giving Design Center.

Heard on the Web: Charitable Lead Trusts Draw Renewed Interest.

Want to learn more?  Contact Laura for a discussion on ways to expand and diversify your revenue stream – no matter the economic climate.

614-915-4324 (USA)

Making Good Work 08/31 by PhilanthropyPlus | Blog Talk Radio

Making Good Work 08/31 by PhilanthropyPlus | Blog Talk Radio.

Laura Malone of American Endowment Foundation joins us this week for a discussion on being truly “donor-centered”.  The ideas she will share with us will challenge you to rethink your current plans and strategies for fundraising now and in the future.

Join us!