Your partner in philanthropy, helps you set priorities, is a sounding board & involved throughout the process
Helps you research how & where to give & helps you implement
|THOUGHT PARTNER or ADVISOR
Gives feedback on your goals & plans for achieving them
Will continue bestowing your philanthropic assets after your passing
How would this person help me meet my philanthropic goals? Knows organizations in the local community. Shares my values and interests.
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.