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March 04, 2008

Peter Addresses The Gates Foundation

Catechism for a Great Foundation:

On February 14, 2008, Peter Karoff gave a presentation for staff of the Bill & Melinda Gates Foundation entitled "Catechism for a Great Foundation," drawing on themes from his book, The World We Want: New Dimensions in Philanthropy and Social Change.  In the presentation, Peter discussed the increasing intersection between the social and private sectors as a promising philanthropic model.  He also addressed some of the challenges facing a great foundation, as well as its remarkable potential to transform philanthropy and effect societal change. 

Download Gates Foundation_Presentation.pdf 

No one does it better than Peter when it comes to modulating among literary, ethical, civic, and practical considerations in philanthropy. Most of us are good at one aspect, or can play upon one theme. Peter moves effortlessly among many perpsectives, tonalities, and even genres. Anyone who works with clients around philanthropy can read this piece not just for the information, but as a model of how to educate and motivate resourceful funders in the art and science of impactful giving.  I mean, would you have the audacity to provide a "Catechism on Philanthropy" to Bill Gates? Ok, it was a "Catechism for a Great Foundation," but still.

August 28, 2007

Evolution or Revolution in The World We Want?

In this recent talk to Forum of Regional Grantmakers, H. Peter Karoff asks, "Why not start a movement?" That may be the best question yet for anyone serious about instigating world change.  I guess you don't even need to be a grantmaker to do that. More at Gifthub.

Download Evolution or_Revolution_in_the_World_We_Want.pdf .

June 13, 2007

Karoff Podcast Corner

Three podcasts are currently available.

January 21, 2007

Via Los Padres Sonnets

Gazebo    

The ocean shimmers silver

Islands in haze and Goleta Beach    

Palm trees like Popsicle sticks with crowns

The tower on University campus could be Roman    

Houses in the hills hang off improbable sites

Stucco and old stone reflect flat white glare    

From mid-afternoon sun like Italianate villas

Some machine noise - a backhoe perhaps    

Sounds of horses - whinnies, snorts, stamps –

Stables line the valley floor and a dog barks    

A biker dressed in gold on Old San Marcos Road

Ascends the madly precarious canyon way    

This is now my vantage point

Tops of trees almost within reach    


Aviary

San Antonio Creek trail early morning     

Signs of coyote droppings on the path

No animals in sight but I feel observed    

Off the massive concrete dam at trail head

And along the road back I come upon    

A cacophony of extraordinary birds

There caged in someone’s backyard     

Perched in tall wire mesh enclosures

A chorus in high-pitched communiqué    

Ensemble in constant movement

Scores of exotic delicate song birds    

Rare ivory yellow lavender tangerine

A dealer a collector a breeder of color     

Mad for the beauty and the song

   

More Mesa

At the same exact moment I see dolphin    

Break the surface the idea of dolphin

Comes to mind as though I was called    

And perhaps I was from a pod of those

Graceful animals that move in grace     

Perfect harmony with one another

Within the sea rise and dive seamless    

In a flow to which I so earnestly aspire

It is pristine clean on a cold morning    

Symbiotic white-caps roll up the beach

I walk quick purposeful head down    

Join shore birds as they play the game

Race receding waves close but not wet    

I have the mad thought I can contribute


Silence    

Only hum-de-drum drumming

Of hummingbirds vibrate the very air    

Soundless transparency of insect wings

Come to call those moments forgotten     

Utterly quiet I can hear my heart beat

As the Zone-tailed Hawk’s shadow    

Flies fluid across the deep canyon

Ready to dive and mad terror strike    

A silent movie heard without hearing

Schumann’s symphonic etudes     

Variations of silence unfold

Only mountains are this quiet    

It may be possible to grow one’s soul

Ask the hawk ask the hummingbird          

- Peter Karoff
  January 2007

January 14, 2007

The World We Want: From Athens and Jerusalem

H. Peter Karoff -- can you imagine him bald and barefoot in Athens, like Socrates or Diogenes, accosting the wealthiest citizens and asking crafty questions about "The World We Want?" I can. I believe his writings are essentially an attempt to come to terms with that role, the role of, as Socrates put it, being "the midwife" of the interlocutor's soul, or moral life. Paideia is the term for doing that, the elicitation of what is best in a person, within the traditions by which the person has been formed and must pass on, as any creature is formed by its genes and passes them on with variations. (Part of our genetic code as Americans is the charming delusion that we are each self-made, just coincidentally as alike as mass manufactured commodities.) In any case, at Gifthub, Giving as Moral Heroism is about these issues. Where the work of philanthropy goes wrong is when we honor big givers who give just a little of what they have over broken people who give all. Gifted givers are all equal in the eyes of God, if we take Jesus as any guide to that. That is my theme, and you can say, I impose it on Peter's work. But if you read his essays again you will see that the examples holding his attention are creative, artistic, or heroic, and that many instances are not about money at all. The book, The World We Want, may be mostly about the life-determining and culture-determning gifts of the wealthy, but Peter's surprising inclusion of me in that book was at least a back door open to people of limited financial means. I hope that through this blog we can include in the conversation gifted givers whose wallets may be empty, but whose head, heart, and dedication might put many wealthy people to shame. Where the World We Want may come to life is when we meet as citizens in common purpose and money is subordinate to shared ideals, joint action, and love (caritas). I believe these were among the founding principles of our country, and reflect our debt to Athens and Jerusalem.  We pay that gift forward, whether rich or poor by upholding those ideals and passing them on intact to our heirs, keeping our democracy alive, even as wealth, power, honors and prestige, flow upward to the few. To keep our traditions alive, to conserve The World We Want, we must wake up, as Peter suggests in Sleepwalkers. As vile a man as he might be, I will give my own Morals Tutor the last word.
 

January 08, 2007

Are We Talking About Philanthropy Yet?

At Gifthub I wrote a piece today that is endebted to H. Peter Karoff's writings and example.  He is known as a philanthropic mentor or advisor, and as a poet. But if you read his work carefully you will see again and again, he just happens to be in the room when a gifted person comes to voice, articulating what used to be called an "existential choice," one that may determine the rest of a life, and may tip a community, tradition, or culture in a new direction.  Peter is a charter member of what Tracy Gary calls, "The Restless Spirit Club." As a lifelong seeker himself, he brings others to that moment of vision, that moment when heart and mind quicken as if touched with grace, or inspiration and we glimpse the way forward. Are We Talking About Philanthropy Yet? You Tell me. Maybe we are talking about a gifted giver (pdf).

January 06, 2007

When A President Dies

Elders of the nation     

Parade hand in hand

Together pay tribute    

A good man all agree

Simplicity an asset    

Generous of spirit

Moderate attributes    

That seal and not divide.

It seems far too easy     

On a distant planet

Perhaps we might convene    

Celebrate public good

Marry private passion    

Why not honor mankind

Try it you might like it    

Ignore the fractiousness

Put the bastards in place    

Stuff the hokey pokey

In the muddle puddle -    

He would have laughed loud

Winked at his fair wife    

Shrugged his broad shoulders

And gone back to real work    

Nation healing building

Nation building healing     

- Peter Karoff
January 2007

December 28, 2006

We are All Beggars

In "Certain Slant of Light" (pdf) Peter tells the story of an Indian born client (from a background that might be described as rooted/rootless in a global economy) who devotes great wealth and personal abilities to creating a self-governing community in West Virgina based on ideals founded upon a spiritual tradition from the Caucasus. At a key moment, walking about his country property with Peter, the client, worth $150 million blurts out, "We are all beggars."

As a professional advisor who trains advisors, what strikes me in this piece is how little it has to do with money, or technical knowledge about giving options. Neither Peter nor the donor is wearing a suit. Neither sits in an office. Neither has an agenda. Neither holds a brochure, computer printout, or "fact finder." Neither is there for a clear purpose, though the purpose is urgent. They are errant, wandering, silent. Mutually attentive, either lost in his own thoughts. Peter is there in his capacity as human being, not as an expert. What comes through the client is a voice of another, a stranger, as if channeled by grace, that certain slant of light that is both God's grace and perhaps the hand of death, in the poem by Emily Dickinson from which Peter's essay draws it epigraph and title.

"We are all beggars."

How many of the thousands and thousands of advisors who call themselves "philanthropic advisors," or "gift consultants," or "trusted advisors," or financial, tax, or legal advisors would have elicited that strange remark? How many could have handled the remark had the client entrusted them with it? How many would have responded with a coarse bit of jocularity?  Or been dumbfounded? 

What Peter brings to the conversation, and few seem to see this, is the ear of a poet for language, including body language and silence. He is listening not for the bottom line, but the story line, and he understands that stories have heroes, quests, blocking agents, turning points, moments of recognition, and often their own pathos. The donor here is more attuned to tragedy, to loss, to the irreparable losses in his life, than to his successes. How many advisors can even begin to understand a man whose sensibility, and spirituality (a lapsed Christian turned lapsed Hindu) is so foreign? How we teach a moral and humane sensibility to new advisors is a good question.  Peter is about the only one who does it this way. And I have the impression, having seen him among his peers, and addressing audiences of advisors, that what is most precious and rare in his method is looked upon by others as a forgivable eccentricity.

Philanthropy is a liberal art most often "advised" by those who are deaf, dumb and blind to the matter at hand: The making of a soul, a character, a life in community with others, the working through of a destiny. With TPI, Peter founded the discipline of philanthropic consulting. Now he has thousands of imitators, or "competitors," but very few have followed him at the cross roads where he turned from finance to poetry, from money to the liberal arts practiced without texts or props. It is a career open to talent, but you can't get certified. You don't even need a license. It is all done at your own risk Beggar to Beggar in the open air.


December 19, 2006

Two Peddlers I Have Known

Peter in his essay,  (in pdf)  A Peddler Goes To Work,  presents a kind of Horatio Alger, or rags to riches, story that transcends the genre. Coming from a long line of shopkeepers and salespeople, Peter made good selling pots and pans, then insurance, then real estate, and now, as he puts it, "selling philanthropy."  What comes through in his essay is not the ego of a "top producer," nor the unease of an arriviste,  but the joy he feels in aligning his life and talents with the art and science of giving.  He is an inspiration to me, and to many. 

I sometimes feel that Peter and I met on a bridge, a narrow rickety rope bridge, over a ravine. He was coming towards me from the side from which the strugglers cross to success. I was coming towards him from an easy life in academics towards the side where the strugglers struggle in hope, most often false.  I came from meritocratic privilege to insurance sales training, as he rose from pots, pans, and insurance to the realm where the gifted give mightily and leave permanent monuments, as do epic poets, the founders of companies, dynasties, traditions, or countries.  So, I just want to tell one other man's story, the little I know of it, by way of providing perspective.

The year must have been 1986. The place was Savannah, GA. The man, I will call Jake, was maybe 35, short, wiry, energetic, enthusiastic and black.  I was his sales trainer, though in my whole life up until then, and from then until now I have never sold anyone anything. (I told you I came from meritocratic privilege. We don't sell things; our hands are unsoiled by commerce, mere trade and filthy lucre, or so I had been raised to believe.) But insurance training is not a prestigious calling and I had made the cut, so here I was teaching Jake what I didn't know how to do myself, sell insurance.  For weeks on and off, we called on black owned businesses in the black part of town. If you know Savannah, you will see in your minds eye lovely old wooden structures, elegant old three and four story residences, painted ice cream and sherbet colors, but many of them dilapidated, out of kilter, some seeming to cave in on themselves.  I recall an appointment with the editor of the black owned paper, how we waited for him in a large empty room, covered in old posters, how he never came.  Over the time I knew Jake, I got to know his beaten up old Datsun, barely running, with a towel you sat on over the exposed springs, and door without handles that you opened by reaching in through a side window that couldn't be raised. I learned about his wife, who had a good job in local government.  I met his little boy who would come to the office with his beloved Dad, and how the two of them held one another, and how dearly Jake obviously loved him.  Jake was with us about 6 months. Over that time, on straight commission, working hard every day, he sold zero, not one policy.  The Manager told me that he had the experience before, that the blacks who bought from us preferred to buy from big-shot white agents.  I don't know if that was true or a presupposition on the Manager's part, but I do know that Jake worked every day, flat out, and sold nothing. I also know that his wife left him to move to Atlanta, suggesting he was unworthy of her, a loser. I know she also left Jake with the kid, just then toddling.  The point I want to make is that Jake never lost his verve, never once complained. Like Peter he was a natural optimist who believed in the American Dream. He knew, he always knew, that this was the day that he would make the big sale and all would be well. Eventually, with his credit cards maxed out he went under.  He is one of so many faces I can see from what we used to call "the bullpen," where the new agents would sit in their cubicles making cold calls.

You can write your own moral to these stories  - about two insurance peddlers and two philanthropy consultants. Or two lovers of poetry. Or two winners and one loser, or two losers and one winner, or three winners, or three losers, however you measure that in your organization. What I want to say is that the American Dream of the Peddler made good can be very cruel, for what does it imply about those who go across that rope bridge the wrong way, or like Jake never get even a step across it in the rags to riches direction? Does it not imply that we and we alone are responsible for our own failure or mediocrity? Does it not encourage us to internalize our defeat as shame? Or to work from within denial, in therapy, on Prozac, reading motivational books, playing the kind of motivational tapes that I used to lend Jake?

Another image, to set against the rope bridge or Peddler makes good, is Fortune's Wheel, the wheel of the great goddess, whose figure so often adorns Roman coins. The Wheel at the apogee shows a King, at the nadir a Beggar, and on the left and right hand sides a man climbing or crawling.  Life is a game of Fortune; we rise or fall by effort and by chance too.  Jake was as good a man as you could want. As is Peter. Two Peddlers, one a winner, one a loser, as the great goddess turned her wheel, and as the market measures success.

Out of this comes for me democracy, teaching, poetry and giving as ways to honor our equality, not of the lowest common denominator only, but an equality of virtue, excellence, and of what is best in ourselves.  As the Russian dissident poet, Joseph Brodsky, said to a class of undergraduates at Amherst when they admitted never having read Ovid, "You have been cheated."  Certain things are our birthright, for each of us, democracy, the pursuit of happiness, cultural and ethical traditions, human worth and dignity regardless of rank, caste, class, color, or how much insurance you sold, or how much money you make, or what honors someone has bestowed on you.  Giving in all its meanings honors that equality, that equal claim. That is what I am peddling, Peter too, I think. 

(Was Jake deluded? Well, I told you that poetry is what I am peddling, but only on my own time, and against my better judgment, and usually against the involuntary student's express resistance.  To Jake what I taught was hope, mostly false, but without false hope, of the sort Horatio Alger peddled, winners never would make their long-shot dreams come true. As they say about the lottery, "You can't win if you don't play.")

December 16, 2006

The Gift of Access

What is the role of the philanthropic consultant at the crucial moment when a gift-intent comes into focus, not as a dream, but as a vision that spills over into action? Paideia, I think, the cure of souls. The gifted giver finds a teacher, or guide or fellow seeker, as a talented musician might find a mentor or master, and what passes between them, the commerce of that moment, is not easily parsed. For in that moment givers be they ever so celebrated already, becomes who they are, who they always were, who they were meant to be - and otherwise would never have been. The teacher is the midwife, as Socrates, said of the interlocutor's soul. But, you know, he was speaking of men, of men like Thrasymachus, leading citizens he met on the street, powerful people who eventually put Socrates to death, for they could not bear the pain of the birth, of being their own mothers who die in that birth, leaving new life. They were male, not female; brutal, not fecund; and they resisted what he drew from them as they might resist effeminacy, servility, thought, or death. Peter is a poet, a great teacher of givers, and my mentor, if only because I follow him about. (He might wish to be rid of this shadow that haunts his writings, questioning them.) Peter's art is praise and gratitude. A song of praise. Mine is satirical, but no less the role of a teacher. In this essay (in pdf) on the gift of creativity, Peter mentions many gifts a gifted giver can bestow. The one that gave me a pang of recognition and gratitude was "access." Peter has opened a door for me, or left the back door off the latch, knowing full well that I am the uninvited guest at the charity ball, the banquet to fete the great financial givers of our time. I am the singer of another sort of song, whose words strike a chill, or evoke uneasy laughter. The Beggar set to Banquet. With me come gifted people who have no right to be here, people like Lohmann, who would turn this whole world of givers and receivers upside down.   Peter cannot protect me from the consequences of my folly, but he has given me the opportunity to make a proper fool of myself at the banquet, and for that I am truly grateful.  (How does the lesser teach the greater, a subordinate his betters? Is that not the question that unites the work of Socrates, Diogenes, the Jester, Jesus, the Zen monk, The Happy Tutor, and the Philanthropic Adviser? ) From a career standpoint, I can only hope that retaining or leasing a Fool becomes a status symbol among the contributors to Peter's World We Want. Only a Fool would set up to teach wisdom to the wise. 

Order The World We Want