I can help you become a better philanthropist. 


Part I.  Why


Part II. Finding your passion


Part III.  Setting your budget. 


Part IV. Whom to support?


Part V. How to support your causes.


Part VI. Creating leverage  (partnerships)


Part VII. Putting it into action. 


One: An introduction to your new philanthropy. To begin, you will understand how to approach your giving in new ways, why you have given, how you want to give in a way that matters more, and how technology is redefining and democratizing effective philanthropy. You will begin evolving or creating your philanthropic process by more deeply exploring an issue you are passionate about. 

Two: Creating a philanthropic strategy. Understanding a theory of change and what it takes to realistically transform the resources you have into the change you want to see in our world. You will each learn how to assess a social/environmental issue’s landscape and then competitively select two nonprofits for our course’s actual grantmaking process. 

Three: Analyzing a nonprofit. This week will empower you to efficiently assess any nonprofit through a variety of tools, metrics and perspectives. You will learn how to research and engage with nonprofits, as well as conduct a comprehensive nonprofit assessment.

Four: Your giving potential. Reflecting on all of the resources you have or can access to be an effective philanthropist and realizing your full giving potential.

Five: Your action plan. Discovering the many, diverse ways you can leverage your unique philanthropic resources to create the impact you want to have. You will go in-depth on your Individual Giving Action Plan to help you pursue your own effective philanthropy.

Six: Philanthropy – the never-ending gift to both others and yourself. Taking stock of your progress and understanding the next steps to be a lifelong, high-impact philanthropist. You will finish your Individual Giving Action Plan and will learn how to stay connected with the course and your fellow students.    

A How-to Course


1)   Set a budget and determine how much you can give each year

a.     How to set a budget

b.     Financial calculator

c.      What is the formula?

2)   The legal implications of creating a Foundation (how to do it)

a.     Interview with an Attorney

b.     Tax implications / Tax benefits

c.      Legal protections / rules

d.     Board Members and Trustees

3)   Corporate Strategy Session

a.     What do you stand for?

b.     What do you want to support?

c.      Mission, Vision, Values, Objective

d.     This is the most important section

4)   Different Foundation strategies     

a.     Venture Philanthropy model  -  ROI, metrics, key measurables

b.     Place-based giving  (focusing on one community)

c.      Competition style

5)   Create clear Guidelines

a.     Which sectors are you going to fund?

b.     How to create a clear and concise website (use examples)

c.      This is important for hopeful nonprofits – don’t get their hopes up

6)   Are you going to have a submission process?

a.     Depends on the size of your Foundation, and your staff

b.     Large Foundations with a staff will do an LOI and proposal format

c.      Smaller Foundations can choose to make grants more directly

i.     Intimate involvement vs. distancing yourself

7)   Time to make grants

a.     Do you want to make recurring gifts or one-time gifts?

b.     Are you going to be hands on?  Do you want to make site visits?

c.      How will you announce the grants on your own website?

d.     Your grants are a big deal – important to treat them as such

8)   Reporting and Follow-up

a.     What will you require from a nonprofit for reporting purposes?

b.     Important to close a grant with documented results

c.      Will nonprofits be allowed to re-apply after their grant is used?

9)   Marketing / Advertising / Communications

a.     How to brand yourself

b.     How to bring exposure to grassroots orgs

c.      How to shake the “Ivy Tower” image

d.     Publicity – important to have rules about that.

e.  How you want your name to be displayed. 

f.   If you want to be visible to help the nonprofit

10)                   Going the Extra Mile

a.     Philanthropy is more than just giving away money

b.     Foundations must act as a “source point of inspiration”

c.      See yourself as a part of the bigger philanthropic community

                   i.     Partnerships, Panels, Exposure


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