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The Financial Health Center Philanthropy Coach

Help families achieve their charitable goals by combining strategic thinking with the tools, techniques, and processes provided by Philanthropy Coaching. Families will be able to match their goals with their philanthropic desires. Our process includes the following tools:

  • Philanthropy Focuser - Helps families turn their philanthropic visions into immediate, concrete action steps
  • Family Giving Curriculum - Exercises that help family members of all ages participate in the giving process
  • Color your Newspaper - A discovery exercise for families who claim they are not charitably minded
  • Philanthropy Networking Exercise - An opportunity to help identify and leverage the people who can best help you connect with the charitable world
  • Various form packets for charitable accountability, gift negotiation, and evaluation of charities
  • Processes to negotiate charitable gift agreements, develop a charitable mission statement, and allocate charitable dollars

 

 
 
 
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