CAP - GS839 Assignment 8 (Three
Generations of Philanthropists)
Overhear - correct answer ✔✔Hearing more than what was actually said
Accompaniment - correct answer ✔✔As the advisor, you're on the path with the donor/client and you're
following their cues rather than giving them cues
Seasons (Philanthropy) - correct answer ✔✔Natural cycles of birth, death and renewal
In working with families, as an advisor, what's the primary goal? - correct answer ✔✔All the family
members' boats rise
The 10 Components of the Thinking Environment - correct answer ✔✔- Attention
- Equality
- Ease
- Appreciation
- Encouragement
- Feelings
- Info
- Difference
- Incisive Questions
- Place
4 Levels of Listening (Scharmer) - correct answer ✔✔1. Downloading ("yea, I know that already")
2. Factual ("oh, I didn't know that")
3. Empathetic ("I know exactly how you feel")
4. Generative ("I can't explain what I just experienced")
, Generative Level - correct answer ✔✔- Listening within a field of possibility
- In group dynamics, it is called "synergy"
- In interpersonal communications, it is called "oneness" and "flow"
Humble Inquiry - correct answer ✔✔The fine art of drawing someone out of asking questions to which
you do not already know the answer, of building a relationship based on curiosity and interest in the
other person
Listening for Identity: Age, Stage and Story - correct answer ✔✔- Who are you?
- Where are you from?
- Where are you now?
- Where are you going?
- How does it end?
- What will live on?
** Consider using the above-the-line/below-the-line concept to frame the conversation
How to get the family communicating - correct answer ✔✔1. Use a Facilitator
2. Have a planned agenda
3. Do an opening round in which none of the participants interrupts or comments upon others'
observations
Establish Ground Rules for Meetings - correct answer ✔✔- "But" is not allowed
- Interruptions are not allowed
- "Ouch" stops a conversation thread
Best Practices in Working with a Family - correct answer ✔✔- Do a final appreciation round
- Recognize they are "modeling" behavior for the coming generations
- Let them know they are legacy stakeholders
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