Download the Philanthropy Primer
A Guide for Developing your Philanthropic Strategy
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Your Philanthropic Partner
The Catholic Community Foundation is a resource for your giving and philanthropic planning. We have worked with families in all stages of their philanthropic journey. We can walk with you through the entire primer or partner at any stage, as you see fit.
Reach out with questions or set up a time to discuss ideas – 408.995.5219 info@catholiccf.org
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