Philanthropy Wish List
Personal Needs I want to…
▢ Clarify my vision and goals and align them with my values.
▢ Determine my true comfort around risk.
▢ Build my capacity and skills as an effective philanthropist.
▢ Keep abreast of philanthropic trends, both good and bad, and learn about best practices.
Family Engagement I want to…
▢ Involve my children in our family’s philanthropy, but need guidance on how and when to engage them.
▢ Onboard the future generations of my family through thoughtfully designed family meetings.
▢ Use a personal advocate to help with the challenging dynamics of managing multi-generational wealth and philanthropy.
Partnerships & Field Building I want to…
▢ Add philanthropic guidance to my financial advisory team.
▢ Build networks and connect with other funders and stakeholders in my areas of interest.
▢ Identify gaps in funding a specific issue or area, and bring in new resources.
Grantmaking I want to…
▢ Learn how to allocate my philanthropic assets more effectively — how much to give and when.
▢ Dive into a new programmatic area, but don’t know where to start.
▢ Remain anonymous but stay connected to what I am funding.
▢ Outsource my grantmaking systems and reporting process.
▢ Identify and select grantees through a robust due diligence process.
▢ Apply the following len(ses) to my philanthropy, including: Woman & Girls, Gender, Equality, Climate, Human Rights, etc.
▢ Provide deep support to the grantee organizations I choose, including:
▢ Strategic Planning
▢ Business Planning
▢ Talent Development
▢ Leadership Transitions
▢ Board Development
▢ Communications and Marketing
▢ Partnership Development
Alignment & Assessment I want to…
▢ Learn how to evaluate the organizations I support and understand if my philanthropy is effective.
▢ Assess my current philanthropy so I know what worked well and what adjustments are needed.
▢ Align my investments with my charitable giving.
Download and print the checklist. Check off all that apply to you. Use this page for reflection and conversation with others.