Donor Toolkit

Donor Toolkit

What's Your Vision?

Our Donor Toolkit helps you identify and clarify your values, interests and charitable vision, and then align them with your philanthropy.

Our suite of resources is designed to inspire and guide your charitable giving journey. Each section of the toolkit covers a different topic, such as family philanthropy or legacy giving, and the toolkit is available on paper or as an online, interactive experience.

Access the Toolkit

Preview the online donor toolkit, or if you’re a current fundholder, please contact your philanthropic advisor for access.

Donor Toolkit Screeshot

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