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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
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
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Clarifying Role in the Family Legacy, Assessing History and Impact
- PSE1002: Importance of Philanthropy and Social Engagement
- PSE1003: CSR and Social Engagement
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Establishing Your Future Family Purpose, Beliefs and Values
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Setting the Overall Goal and Targeting Specific Results
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Defining and Honoring Family Responsibilities and Commitments
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Designing a Practical Action Plan to Achieve Results
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Working Effectively with Grantees
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Measuring Progress and Maximizing Impact
Key Documents and Templates for Completion
- Summary of Philanthropy Strategy
- Statement of Family Philanthropic Purpose, Vision and Values: Summary of Overall Goals and Targeted Results
- List of Specific Family Responsibilities
- Plan of Action
- Policies on Making Grants and Working with Grantees
- Metrics to Measure Progress and Maximize Impact
- Internal and External Communication Plan
- Foundation Document (for a Separate Legal Entity, If Desired)
- Investment Policy for Funding Future Commitments
