From: Larry Cohen To: Jeffrey E. <[email protected]> Subject: RE: Date: Fri, 29 Aug 2014 16:05:08 +0000 104Sam PST work? Here is draft outline: CONVERSATION GUIDE TO INTRODUCE AND TEST NEW DONOR VEHICLE AND SOLICT FEEDBACK FROM POTENTIAL PARTNERS Introduction • It has been a pretty amazing time for our foundation. We're approaching the 15 year mark for the foundation itself, and it has been my primary focus now for over six years. There are some really complex problems to solve and we've been making a lot of progress and seeing some real impact. [Give some examples depending on possible issue alignment with prospect] • In addition to focusing on our core program areas in Global Health, Global Development, and Education in the United States, Melinda and I, along with Warren, are putting a lot of energy into thinking about Giving and Philanthropy more broadly. • We live in an amazing time. There are big problems to solve, but we've leamed so much about how to address them. There are a lot of potential resources that if properly directed could make a massive difference. • But there are significant barriers to giving effectively and so we're looking at what we might be able to do help. • We've done this through several different initiatives. I think you are familiar with the Giving Pledge, which has been great, and I'm happy to update you on that if you'd like. But I really want to focus on something new that we've been thinking about, which is creating a new vehicle to help donors manage their charitable resources. It's a way to leverage some of the work we've already done and let people more seamlessly integrate their giving. • We are still at early stages in shaping this, and I'd really like to get your candid feedback on what might or might not be appealing about what we are doing. I'd like to walk you through the concept and then run through some questions. The New Donor Vehicle • As I think about engaging in philanthropy I see thr