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Archive for July 5th, 2008

Charitable mastermind groups

I got a call this evening from someone I haven’t heard from in years. Totally out of the blue. We used to work in the same non-profit agency 17 years ago. He had been doing research on starting a family foundation and ran across our family’s foundation in a list of local entities.

“I know the Holzmanns!” he exclaimed. And called me up.

“I’m wondering if you might be able to provide some help . . . some advice . . . about starting and operating one of these foundations . . . ,” he said. He had no idea I’ve been working on StrategicInheritance.com.

I said I thought I just might be able to help. And so we spoke.

As I noted last month, I’ve been thinking of starting or sponsoring a mastermind group myself–or encouraging Generous Giving to sponsor such groups. In fact, the local Generous Giving rep has contacted me to talk about the subject. Hopefully we’ll get together soon.

But my friend’s call this evening just reinforced to me how valuable such groups could be.

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