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This resource will help you identify and clarify your values, interests and charitable vision and then align them with your philanthropy.

The online donor toolkit is a unique resource we offer our donors. It has several modules to support your giving journey.

  • Craft Your Charitable Giving Vision

  • Family Philanthropy

  • Your Charitable Legacy

  • Your Giving Style

Craft Your Charitable Giving Vision

The first module, your charitable vision statement, helps you identify or refine your values and interests and then translate those into a charitable vision. Our Philanthropic Advisors have learned that many people know what they care about, but aren’t always sure how to articulate it. The online donor toolkit helps donors do just that.

If you have already created your giving vision, you can also use the tool to revisit your values and interests.

How It Works

Values are your most closely held beliefs. Most of us don’t spend a great deal of time talking about our values, but they are often reflected in our priorities and actions, particularly when we are faced with giving decisions. The first exercise helps you articulate your values and then determine which are the most precious to you.

In the second exercise, you identify your strongest interests. Identifying what you’re passionate about is a step toward determining where you might contribute your money, time or energy.

Finally, the module will help you translate the values and interests you identified into a charitable vision, which you can refine and use to guide your future giving,

Throughout the module, we also offer a variety of resources, including books, articles and video recommendations to support you as you think through your giving.

Click on the images below to see samples from the toolkit.

The Benefits

Once you have your charitable vision statement, you can use it to build or refine your giving plan. Your vision statement will not only guide you in achieving your charitable giving goals, but will allow your Philanthropic Advisor to work with you on the plan.

For example, if your charitable vision includes educating students, your Philanthropic Advisor can suggest nonprofits working in that area for you to consider or connect with.

Craft Your Family Philanthropy Plan

Involving your biological or chosen family in giving with you can have many benefits. The Family Philanthropy module is where you can leverage the donor toolkit to identify how your family’s interests can shape a family giving plan.

How It Works

Every person is different, which means not all of the people in your family are going to have the same interests or care about the same issues. The first and second exercises in this module help you identify who you want to include in your philanthropic family, as well as what their giving interests are.

If you are unsure what your family members are interested in, consider walking them through the Values, Interests and Vision section of the toolkit. Or talk with them about what they support, and why.

In the third exercise, you have the opportunity to identify how you all will learn, give and volunteer together. By creating a family action plan, you can strengthen your community while also building energy around your family philanthropy.

Throughout the module, we also offer a variety of resources, including books, articles and online information about how to include children and other family members in your philanthropy. Your Philanthropic Advisor can also work with you and your family to facilitate family conversations and help you create your family giving plan.

Donor Toolkit Family Philanthropy Exercise

A preview of the Family Philanthropy module

Up Next

Next in this series, we will feature our Charitable Legacy module. Legacy gifts provide for the community perpetually and can influence change beyond your lifetime.

To learn more about the online donor toolkit or receive your personalized link to log in, contact your Philanthropic Advisor.

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