Making a Difference: Effective Philanthropy and Social Engagement
“‘What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.”
– Pericles
Philanthropy can be the glue that binds an extended family together, and a cornerstone of a family’s multi-generational legacy
Modern families have changed their approach to philanthropic and societal initiatives. The historical approach of passive “checkbook philanthropy” and bequeathing assets is being replaced by an active, engaged and diverse method of “giving while living”.
Modern philanthropy offers a wide range of opportunities for families to fund activities and actively engage in initiatives. Philanthropic families can make an impact on the world through the causes they support.
Objectives
In this course, you will learn how to develop and implement a tailored approach to philanthropic and social engagements. Draw on a proven step-by-step methodology to sharpen your objectives, focus your investments, measure results and magnify the impact of your efforts. Instructors
In addition to the course materials, you will have access to an extensive catalog of interviews with some of the world’s leading philanthropists.
Instructors
Mark Daniell, Sara Hamilton
- Summary of Philanthropy Strategy To download, right-click on the link above and select “Save link as…”
- Statement of Family Philanthropic Purpose, Vision and Values: Summary of Overall Goals and Targeted Results To download, right-click on the link above and select “Save link as…”
- List of Specific Family Responsibilities To download, right-click on the link above and select “Save link as…”
- Plan of Action To download, right-click on the link above and select “Save link as…”
- Policies on Making Grants and Working with Grantees To download, right-click on the link above and select “Save link as…”
- Metrics to Measure Progress and Maximize Impact To download, right-click on the link above and select “Save link as…”
- Internal and External Communication Plan To download, right-click on the link above and select “Save link as…”
- Foundation Document (for a separate legal entity, if desired) To download, right-click on the link above and select “Save link as…”
- Investment Policy for Funding Future Commitments To download, right-click on the link above and select “Save link as…”
Give Smart: Philanthropy That Gets Results
Your course progress
Course Modules
Course Information
Course Instructor
