“What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.”

— Pericles

Course Overview

Modern philanthropy creates a wide range of opportunities for families to be both funders of activities and actively engaged in initiatives themselves to make an impact on the greater world and their selected causes within it.

Philanthropy can also be the glue that binds an extended family together, and a cornerstone of a family’s multi-generational legacy.

Many modern families have changed their approach to philanthropic and societal initiatives. 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.

The historical approach of passive “checkbook philanthropy” and bequeathing assets is being replaced by an active, engaged and more personal method of “giving while living”.

HEADING COMING SOON

Family philanthropy and social engagement has a history extending back over many centuries, traditionally focused on education, health care and religious causes. Now, the range of interests is much larger and the list of avenues of participation increasing every year.

Beginning with a family’s statement of purpose and extending through to general areas of focus and specific project selection, effective philanthropy is characterized by its professional approach to the selection and management of projects, with a sharp-eyed focus on the creation of tangible results from the funds and time invested.

In addition to effective philanthropy, societal engagement, made up of activities without any significant attached funding, is another area of expanding interest – both for the societal impact it can create and the impact it has on the family itself.

Objectives

In this course, you will learn how to develop and implement a tailored approach to philanthropic and social engagements. Draw on the financial and social aspects of philanthropy. Philanthropic experts Tom Tierney and Josh Fleishman proven step-by-step approach will show you how to “Give Smart” to sharpen your objectives, focus your investments, measure results and magnify the impact of your efforts.

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

Recommended Reading
Book Title Section / Principle Chapters / Examples
Strategy for the Wealthy Family Principle 6 Chapters 29-31 Examples 6, 7
Family Legacy and Leadership Part I Chapter 5
Wealth Wisdom for Everyone Chapter 15
World of Risk: A New Approach to Global Strategy and Leadership Chapter 13, Epilogue
Give Smart: Philanthropy That Gets Results
Sample Course Video

Your course progress

0%
Please note that all net revenues arising from the Philanthropy and Social Engagement Course will be donated to a group of charities selected on an annual basis by the Expert team members presented here
Purchase and Enroll in Full Course
Purchase Individual Course Modules Below
Course Modules
  • Clarifying Role in the Family Legacy, Assessing History and Impact
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1003: CSR and Social Engagement
  • Establishing Your Future Family Purpose, Beliefs and Values
  • Setting the Overall Goal and Targeting Specific Results
  • Defining and Honoring Family Responsibilities and Commitments
  • Designing a Practical Action Plan to Achieve Results
  • Working Effectively with Grantees
  • Measuring Progress and Maximizing Impact

Key Documents and Templates for Completion

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from - Youtube
Vimeo
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google

Consistent with a philosophy of protecting user confidentiality and data security, this website only uses internal cookies to facilitate and enhance usage on this site.

We do not allow advertising and do not communicate any information of any kind to any third parties.

Please let us know if you have any questions (info@raffleslearning.com) or click on the button below to confirm your agreement to this policy.