A Guide for Developing your Philanthropic Strategy
Do you want to create a meaningful plan for your philanthropy?
Are you tired of feeling like your gifts aren’t making the desired impact?
Do you feel overwhelmed by donation requests and don’t know how to choose who to support?
Use the Foundation’s Philanthropy Primer to sort through these important questions to create a clear vision for your philanthropy.
What is the Philanthropy Primer?
It is a tool for donors who want to think more deeply and become more strategic about their philanthropy. The primer takes you through various topics to identify what is important to you, how you want to make an impact, and how you envision the execution of this plan. The primer isn’t a comprehensive plan, but rather a starting point and guide to help frame how you think about your philanthropy.
What is Included in the Primer?
The primer includes the six sections outlined below, plus:
- How to Use the Primer
- An introduction by John M. Sobrato
- Notes for Professional Advisors
Section 1 – Motivations & Areas of Interest
Section 2 – Objectives and Giving Vehicles
Section 3 – Governance & Family Involvement
Section 4 – Learning & Improvement
Section 5 – Legacy Planning
Section 6 – Creating your Philanthropy Plan
Questions? Contact info@catholiccf.org