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The desire to give is a
powerful, positive ambition.
It can come from a personal passion, a family
focus, or a corporate directive. It can be the result of newfound
wealth, long-term interests, or ongoing corporate commitment. At The
Giving Practice, we have knowledge and experience in each of these
areas, and guide our clients through the philanthropic process at
whatever level is needed and desired. The following scenarios illustrate
the variety and depth of services we provide:
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A retired couple realize that they have
more money than they will need and are seeking advice about how to
give money away now, while they can still fully participate in the
joy of giving. |
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Listen to the desires and goals of the couple and
develop a responsible giving plan; evaluate and recommend potential
grant recipients; and set up a simple system for their financial and
legal advisors to use when managing the paperwork and regulatory reporting
duties, relieving the couple of these responsibilities. |
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A multi-generation family foundation is
concerned about maintaining the focus, and clearly communicating its
goals, to later generations who will take over responsibility, incorporating
involvement by geographically separated family members in both current
and upcoming generations. |
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Facilitate a family retreat to clarify foundation
evolution and goals as well as create new grantmaking procedures;
build participation and consensus among family members; research and
present way in which younger generations can become more actively
involved in foundation activities; review operating practices of similarly
sized family foundations to glean lessons to be learned. |
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A small technology company needs help to
create a business giving program that is aligned with their emerging
core values. |
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Work with company employees and managers to identify
their philanthropic vision and values, recommend methods to communicate
them clearly to stakeholders; develop grantmaking guidelines, application
procedures and, if desired, coordinate selection of initial grant
recipients. |
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A large corporation with a well established
and strategically based corporate giving program wants to insure that
its current guidelines are consistent with the changing needs of the
community and continue to be aligned with the business’ goals. |
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Interview selected recipients to identify and evaluate
the outcomes of grants made through the existing giving program, highlighting
those most closely aligned with business goals; suggest ways to translate
corporate objectives into new giving guidelines that also benefit
the community. |
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For more
information, contact Carol Lewis:
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