GETTING STARTED AND FREQUENTLY ASKED QUESTIONS
Every philanthropic journey is different. Learning about the three broad stages of a philanthropic journey, including which activities are appropriate at each stage, can help you get even better results from your giving.
Monday Morning Checklists
How can you tell whether you’ve wrestled with a philanthropic question sufficiently to move on? If you can check many of these markers off your Monday morning to-do list, then you’re probably well on your way to giving smart!
Frequently Asked Questions About Philanthropy
Nonprofit Due Diligence Guide
Conducting nonprofit due diligence on a potential grantee is a unique process for each situation. Your process for deciding whether to invest in a nonprofit will likely depend on your answers to these questions:
• How large and/or critical to your strategy would this grant be?
• Do you believe that your potential support is very important for this nonprofit?
• Is this grant potentially controversial in any way?
• How familiar are you with the organization?
Deciding the level of nonprofit research your grant warrants will help you focus on the most important questions and be efficient with your time (and the potential grantee’s). Below are a list of documents that focus on varying degrees of research. Start with the "Light-Touch Approach" (below) for grants that are smaller or less critical, then move to a more intensive approach as your grant warrants. (For a tailored research plan, you can take our 10-question diagnostic by clicking the link above.)
At a Glance: Worksheet and Tracking
General Research into a Potential Grantee
Closer Looks into a Nonprofit's Strategy and Results
Closer Looks into a Nonprofit's Leadership
Closer Looks into a Nonprofit's Financials
A Closer Look into a Nonprofit's Organization and Operations
Finding Your Philanthropy Compass
Our toolkit is for philanthropists who are getting serious about their philanthropy: ramping up, becoming more intentional, becoming more strategic.
- Clarifying Your Aspirations
Although many worthy causes exist, you only have limited amounts of time and money to devote to them. Here's how to make hard choices about your focus.
- Defining Success
Your personal definition of success will provide much-needed focus to you and everyone supporting your work. Find out which three criteria will help you create a working definition of philanthropic success.
- Partnering for Results
Even the wealthiest philanthropists need help in solving society's toughest problems. Find out why you shouldn't go it alone.
- Getting Better Over Time
To be a successful philanthropist, you’ll need to make good decisions about how to spend your money, time and influence. Here's advice on how to do just that.
- Saying Goodbye: Exiting Grantee Relationships With Care
Although you may end up giving some grantees more money, you will also, inevitably, have to transition away from others by reducing or ending your support for them. Here's what to think about.
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