Assigning Roles
| CO-PHILANTHROPIST Your partner in philanthropy, helps you set priorities, is a sounding board & involved throughout the process | IMPLEMENTER Helps you research how & where to give & helps you implement |
| THOUGHT PARTNER or ADVISOR Gives feedback on your goals & plans for achieving them | SUCCESSOR Will continue bestowing your philanthropic assets after your passing |
Example:
| NAME: Martha | ROLE(S): Thought Partner |
| STRENGTHS: How would this person help me meet my philanthropic goals? Knows organizations in the local community. Shares my values and interests. | CONCERNS: Why might you hesitate to involve this person? May be busy with other projects. |
| List the topics you would like to discuss with this person: Recommendations for education organizations. | Action steps to move forward: Will ask next lunch. |