Who We Are

Wisdom & Money

W&M is a web of people of wealth who seek to align the flow of their financial resources with the Holy Spirit in service of Divine Love and Justice. Our work is rooted in ancient Christian traditions, contemplative and prophetic, and modern social movements for justice.

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What We Do

Wisdom & Money

We offer multi-day retreats and one-day workshops during which we share our money stories with courage and compassion and explore the intersections of spiritual wisdom and social justice. We also share what we are learning through writing, speaking, blogging and newsletters.

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How We Do It

Wisdom & Money

We draw our practices from Wisdom Christianity and modern social movements for justice. These practices support inner transformation and allow us to follow our deepest inner promptings into real-world action.

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Personal Stories

“One of my mantras from Tilden Edwards is “money is an icon and an energy of God that we are called to circulate with joy.” In our society money has become an idol.  To call it an icon means it is a portal for the energy and love of God to move into the world.  I am not just holding that as an abstract idea.  The ability to say I want to give $50,000 to this hospital has created so much joy in me.  And it has created so much joy in the people who are receiving it.”

Helen Daly

“The day I left Haiti, I got on a 90-minute flight to Miami. From there I caught a three-hour flight to New York and then drove two hours to my family’s summer home in the Hamptons, one of the wealthiest neighborhoods in the country. In one day, in other words, I went from one of the poorest areas of the Western Hemisphere to one of the richest. It was disorienting and disturbing to realize where I stood in the global family. What could I do?”

Letter from Rose

“Our retreat group was thinking about funding a micro business in Rwanda. I said that someone had to put in the seed money. Helen and I decided that we would be the seed money. That was the beginning.  It was so freeing.  It was so easy.  It had nothing to do with what I gave; it was the gift that I received. The gift was fully coming from the Christ within me. The part of me that said, “you don’t have enough, be careful” felt safe through the incredible love of Christ.”

Interview with John Daly

“I had been an investment banker and started thinking about the meaning of my work and the purpose of all the money that was being processed. I wondered, “What impact does all this money have in people’s lives?” I ended up having a mystical experience while praying on the subway which jarred me into realizing that I needed to answer the love that I was receiving from God in even more meaningful ways than I was.”

From Wall Street to Monastery:  Interview with Brother Bernard Delcourt

Upcoming Events


Advent Retreat: Reflecting on Money at Year's End

December 3, 2020 — December 6, 2020

In our homes

What if our financial resources were aligned with the ancient wisdom of spiritual transformation and right action? Wisdom & Money offers practices that aid both the inner healing and the opening of the heart that bring us and our money into resonance with higher knowing. This "retreat-in-place" will draw from the Advent lectionary and will be an opportunity to reflect on year end giving and other seasonal money questions, as defined by each participant. The retreat will offer an experience of the spiritual practices and money conversations that comprise the work of Wisdom & Money. Each of us will enter into the retreat in our home locations. The retreat is intended for people who know that they have more than enough financial wealth and/or who come from a culture of wealth.


Be Present with Wisdom & Money

March 18, 2021 — March 21, 2021

In our homes

Creating and sustaining inner transformation, partnerships, and social justice In March 2021, Be Present, Inc. and Wisdom & Money will co-host a participatory introductory weekend. This is for people who would like to experience the unification of transformative spiritual and money practices with a model that creates sustainable leadership for social justice. In June 2021, we will begin an 18 month training in these practices that sustain leadership and partnership in the movement for justice. We invite you to participate in one or both of these offerings.

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From the Blog

From the Blog

  • Listening to Mark 10 in Wildfire Season
    September 21, 2020

    Listening to Mark 10 in Wildfire Season

    A Lectio Divina Meditation by Rosemary Feerick  What do you pack in a go bag? Do you know what a go bag is? Do you live someplace where you have to

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  • Moving Money in this Moment
    July 4, 2020

    Moving Money in this Moment

    by Steven Bonsey For those of us holding concentrations of wealth, this seems like a good moment in which to let some money move into a hurting world

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  • Howl
    June 5, 2020


    by Rosemary Feerick In late May, I was sitting in my shelter-in-place doing my daily headline check when images of fires, protests and police in riot

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  • From Compulsive to Discerning Giving
    May 4, 2020

    From Compulsive to Discerning Giving

    by Steven Bonsey I first remember it happening with a classmate named Charlie not long after I was married.  We were at a graduate student party and

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