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Planning for Effective Engaged Philanthropy

09/19/2018

Effective engaged philanthropy neither begins nor ends with writing a check; it requires research, self knowledge, authentic relationships, and prudent selection of the right vehicle to achieve the goal. While it is often necessary to respond in the moment to requests for donations or other needs, donors can maximize impact with a little effort given to early planning and proactive consideration of all the ways they can provide meaningful support for needs.

This course aims to start to start the conversation about how to build giving into a financial plan. This course is best taken by participants who are new to wealth planning interested in executing engaged philanthropy.

Learning Objectives

  • Explain what engaged philanthropy is and how it complements a financial gift
  • Explore the types of giving available and advantages and disadvantages of each in different scenarios
  • Identify and consider personal power in philanthropic decision making

Resources are below.

  • Facilitator’s Guide
  • Course Handouts
  • Slide Deck
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