Transcript Slide Deck - Advisors in Philanthropy

Strategic Objectives
for Uplifting Life
Financial Planning Beyond the Cycles of
Death and Taxes
Living Life to the Fullest
1. What is the purpose for wealth?
2. Is there a connection between the
purpose for wealth and being able
to live life to the fullest?
Purpose is the motivator
behind everything we do.
BEHAVIOR results from HABITS
formed by repetitive ACTIONS
generated by THOUGHTS reflecting
BELIEF in a VISION that is motivated
by a PURPOSE.
The purpose for all things is
determined by the thing’s creator.
Strategic Objectives for Uplifting Life
A tool to help people make a
conscious connection to a purpose
for working, accumulating and
managing wealth, that FULFILLS
THEIR LIFE’S INTRINSIC PURPOSE
and therefore, ENLARGES AND FILLS
THEIR HEART.
Intrinsic Purpose
The divinely ordained reason for
which you’re given the gift of life that
can only be fulfilled by YOU when you
SERVE THE NEEDS OF OTHERS.
New Idea
Business is an INHERENTLY MORAL
and VIRTUOUS enterprise designed
to give people POWER TO CREATE
WEALTH and FULFILL THEIR LIFE’S
INTRINSIC PURPOSE by SERVING
THE NEEDS OF OTHERS.
New Idea
The inherent morality and virtue of business is
hidden in our intrinsic purpose and can only be
revealed when:
1. Our motivation for accumulating and managing
wealth is a purpose that satisfies, but is greater
than, our self-interest.
2. Our leadership, business and wealth planning
decisions are guided by Standards of Giving.
3. We use wealth to meet our needs and the needs
of others.
Strategic Objectives for Uplifting Life:
A SOUL Plan
A SOUL Plan is:
• Business planning beyond profit
• Financial planning beyond the cycles of
death and taxes
• Career planning beyond the pursuit of
money, power and recognition
• Your SOUL Plan empowers you to live
life to the fullest!
SOUL Plan®
INTRINSIC PURPOSE
HIGHER MOTIVE FOR
BUSINESS & FINANCIAL
PLANNING
HIGHER STANDARD
FOR RUNNING
BUSINESSES &
MANAGING FINANCES
HIGHER USES FOR
PROFITS
Service Beyond
Self
Giving
Interdependence
Your Stewardship
Responsibility
Give and It Shall
be Given to You
You are Your
Brother’s and
Sister’s Keeper
Higher Motive for Business and
Financial Planning
• A moral imperative
• Internal benchmark for personal
and business fulfillment
• Missing from the world’s materialbased benchmarks
• Creates a legacy
Higher Standard for Running Businesses
and Managing Finances
Higher Standard of Giving:
• The type of giving that fulfills your INTRINSIC
PURPOSE and is “seen” by the words, time,
knowledge, goodness, kindness, patience,
perseverance, self-control, and love you give to
situations and people in your sphere of
influence.
• The objective is to ensure that your specific
and unique purpose that could be in the world
– that should be in the world – will be.
Higher Uses for Profit
• Based on the PRINCIPLE OF
INTERDEPENDENCE –
• We are our brother’s and sister’s
keepers
• When you acknowledge that you are
your brother’s and sister’s keeper
you can become a G Corporation
G Corporation®
A G Corporation isn’t a legal entity;
it’s a business philosophy.
G Corporation Attributes
• G Corporations:
• Leave an Inheritance of Values to
their Children and their Children’s
Children
• Make Impact Investments
• Engage in Philanthropy
• Are Generous Leaders
SOUL Plan
Q&A