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Phil-AND-thropy: The Power of “Yes, AND…”

Philanthropic Giving

September 30, 2025

If you have ever been to an improvisational comedy show, you know the power of “YES, AND…” thinking,  a fundamental principle for collaboration. A participant accepts a given scenario and then adds value to the scene by building on the contributions of others, usually to humorous effect.  Instead of opposition (“BUT”), the participant accepts the premise, offering support and forward action.

When we think about philanthropy and the ways that  we can use our resources (time, talent, treasure) to foster impact, this same “YES, AND” principle is important and applicable in numerous ways.   Here are a few examples:

&: Approach our resources with an abundance mentality
We want to be sure to steward our assets in thoughtful ways, so that we can achieve our personal goals and aspirations, AND…we recognize there is enough for us to be generous to family, friends and the community.

&: Consider our preferences for the timing of impact
There are multiple time horizons for fostering change. We can be donors who want to solve a problem immediately (feeding hungry people healthy meals today) AND we can help build capacity in the mid-term (buying a walk-in freezer to allow a food pantry to purchase supplies in bulk, thereby reducing costs while building inventory) AND we can address systemic nutritional challenges (supporting organizations that focus on policy and advocacy around recurring hunger). All are valid ways to support and sustain a meaningful cause.

&: Collaborate in transformational ways.
We can offer our resources AND defer to expertise on the nonprofit’s allocation of those assets, by viewing grant recipients as funded partners who are in proximity to the work.  We can consult with nonprofit leaders on the best use of our contributions, rather than seeking to impose overly restrictive constraints. We can consider providing general operating support, which allow nonprofit leaders with the flexibility to allocate resources where they are most needed to sustain mission.

Our north star is philanthropy that is both purposeful (deliberate, thoughtful) AND purpose-filled (meaningful, impactful). Reach out to your Moneta Advisor and our Chief Philanthropy Officer for a conversation about the ways you can say “YES, AND…”

© 2025 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.

Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.

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