Create a Philanthropic Plan

Learn about how to create a philanthropic plan

Identifying what matters most to you creates purpose. Whether you are just starting the process of thinking about giving or have been a long-time giver, we can help you give more purposefully to create greater impact.
  • 1. Core Values
  • 2. Passions
  • 3. Motivations
  • 4. Opportunities
  • 5. Goals
  • 6. Action Plan
  • 7. Reflection

  • 1. Core Values

    Identify values that are most important to you.

  • 2. Passions

    List the passions with which you most identify.

  • 3. Motivations

    Link your values and passions to create a giving mission statement.

  • 4. Opportunities

    Seek opportunities that match your giving purpose.

  • 5. Goals

    Determine how to best use your resources.

  • 6. Action Plan

    Bring your values, passions, giving purpose and goals together to create impact.

  • 7. Reflection

    Track your progress.

Your Philanthropic Plan

Complete the form below to gain access to our guide, “7 Steps to Create Your Philanthropic Plan”.

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