An Ethical Will
Part 1 of 1
An "ethical will" is a document analogous to the document
specifying what one wants done with one's property after death. The ethical will
attempts a succinct statement of "the values you most want to live
on." The seminars I've given in recent years begin with sharing a summary
"philanthropic autobiography," about the sources of our values, and
end with a take-home assignment to write an ethical will.
I was interviewed yesterday by a doctoral student whose dissertation is on
the emergence of "nonprofit centers," the field I prefer to call
philanthropic studies. In addition to questions about the founding and
development of the Center on Philanthropy, she asked me about its future.
Her questions prompted me afterward to reflect on an ethical will I might
write for the Center on Philanthropy, for philanthropic studies at Indiana
University after I'm gone. I write this on my 74th birthday
but I'm still active, teaching and writing, and plan to continue through this
academic year and next, year-by-year -- as long, in fact, as my wife's health
and mine permit.
A second impetus is the interesting exchange Stanley Katz and Peter Dobkin
Hall have had in the pages of Nonprofit and Voluntary Sector Quarterly on
the emergence of this new academic field over the past quarter-century. That is,
in looking forward I have had to look back, if only to see whether what I am
saying now is consistent with what I said a dozen years ago when I came here. I
think it is.
The study of philanthropy echoes the experience of the study of medicine,
lagging behind more than a century but reflecting some of the same principles:
Philanthropy, like medicine, has its roots in practice. Like medicine,
philanthropy has to ground practice that is tested and evaluated. The
institutional mandate of philanthropic studies at Indiana embraces teaching,
research, and service, the ambitious range of responsibility of the university
itself, thanks to the mission that inspires medicine and the other professions.
In practical terms, medicine set out to establish foundations of basic science
underneath its practice: a strategy of inquiry guiding tactics of care.
Medicine also gives philanthropy a moral mandate: Seek
to do good, but do no harm. By bringing the mundane
practices of philanthropy - fund raising, first off -into the university,
Indiana, declared its conviction that the practice of philanthropy could become,
if not a profession, at least more professional, more competent, more ethical.
All this suggests a hidden desire to establish a professional school of
philanthropic studies or a separate discipline, which was not my goal and not
the goal of our policy. We founded a "center," which meant a structure
that had some of the characteristics of the established disciplines and some of
the characteristics of the professional schools, but was different from both.
The center was to reach across those territorial boundaries; it was to be
interdisciplinary and interprofessional. The Center on Philanthropy now has a
faculty of sixty-five, drawing on more than two dozen departments and schools
and several of the eight campuses of the University around the state.
That was a deliberate goal; it is now a fact.
Philanthropic studies, I argued then and still maintain, is a
"field," a word chosen to distinguish it (and make it less
self-important) and not a discipline with an agreed-upon methodology or a
profession with fixed criteria of education and training and membership and a
code of ethics.
The Center on Philanthropy when I arrived in the fall of 1988 was a
University-wide initiative. University budget policies soon forced a second
major decision. If the Center on Philanthropy could no longer be attached to the
Chancellor's office or the President's office, where might it find its home? The
most obvious choice at the time was the School of Public and Environmental
Affairs or perhaps the School of Business, both of which had multi-campus
programs. The Center on Philanthropy was housed in Indianapolis and the
intention was to keep it there because Indianapolis is the largest city, the
principal corporate and banking headquarters, and the state capitol. The Center
on Philanthropy was expected to be actively engaged in the life of the
community. (The medical school also has its home in Indianapolis for analogous
reasons.)
Our decision was to base the Center in the School of Liberal Arts on the
Indiana
Purdue Indianapolis campus. In my opinion, finding the foundations of
philanthropy means trying to find their roots in philosophy and history and
literature and religion, in sociology and political science and economics and
anthropology, in women's studies and urban studies and American studies and
cultural studies. Those are the subjects analogous to chemistry and biology and
microbiology and biochemistry and molecular biology and cytology and such in
medicine.
The challenge has been to create an intellectual culture in which the
disciplines and professions at least cohabit, if you will, if not marry. The
problem is that both spouses have full-time jobs and not enough time for each
other; it is not a happy home life.
Philanthropic studies at Indiana should be interdisciplinary and
interprofessional and grounded in the liberal arts. That's the goal, that's the
hope, that's the promise, that's the frustration.
An ethical will has to be administered by someone, usually someone of the
same generation. It is written, however, for the children and grandchildren, for
the next generation and even beyond. The balance of this is the text of my
ethical will; the previous paragraphs were intended to sketch in some of the
background.
I hope we continue to use the word "philanthropy." It is a
normative term; like the word "law" it makes its core value explicit.
Unlike "civil society," it also carries the implication of personal
responsibility and personal values. Societies don't love their neighbors; people
do. And unlike "nonprofit" it affirms something rather than nothing.
It puts management in its place; that is, mission comes before organization.
Philanthropy, the way we continue to use the term, involves service as well
as giving. And if we continue to use "philanthropy: voluntary action for
the public good," we will link service and giving to voluntary association.
Academics devote more time and more passion to such matters of usage than they
deserve, and I can only be confident that what we settle on will change after a
while.
What should remain constant is the notion that philanthropy
is moral at its core: it is about "interventions
in the lives of others for their benefit with no public mandate." That
makes our work, like the work of medicine, impossibly ambitious and
presumptuous. So be it.
Is it possible to be "actively engaged in projects of worth" (Susan
Wolf's phrase in her essay on "Happiness and Meaning") and be
reflective, analytical, critical? Can thought, action, and passion co-exist? The
pragmatist in me insists such a goal is not only worth striving for, it might be
as achievable as any other that reaches beyond the known and the accepted. My
hope is that the next generation is willing to take the risk.
Philanthropy is [read: ought to be] about
guilt and gratitude, thanksgiving and atonement, hope and disappointment, error,
failure, pride, and weakness of will -- as well as efficiency in the use of
resources and effectiveness in the achievement of goals, outcomes, results, and
bottom lines. Philanthropy spans the spectrum from the unacceptable to the
unattainable, "the social history of the moral imagination."
Philanthropy is also about causes: about the well-being of children, about
the environment, about public health, about peace and justice and freedom and
many other good and important things. That means that philanthropy is about
controversy and conflict, because there is never full agreement and rarely even
a strong consensus about such things. Philanthropy brings the most urgent issues
facing the society into the intellectual life of the university to see whether
the university has anything to offer in the way of advice and help. Sometimes
the university does. The culture of the university changes some when it becomes
thus engaged. It can quickly lose its soul to those immediate claims and
pressures and seductive sources of support and praise.
So be it. It's the cost of relevance.
To be specific: Internships as well as seminars. Madison on faction as well
as Rosso on mission. William James on "The Will to Believe" as well as
the Filer Commission on private philanthropy and public needs. The United Way's
annual Day of Caring. Twen1y Years at Hull House as well as "The
Gospel of Wealth." The Parable of the Good Samaritan and "Good
Samaritan scams." Gandhi's seven social sins. Board retreats. Tzedakah and
zakat. The joys of reading, thinking, talking - as well as the joys and sorrows
serving, helping, solving, improving, rescuing, reforming, changing. Web sites
for small nonprofits. Scholarship for the sheer fun of it as well as research in
the cause of promotion and tenure. Empathic accuracy.
Your philanthropic autobiography: where did your values come from? Your
ethical will: what values do you most want to pass on?
Things like that.
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