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.