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Ever wonder what donor advisors tell their clients when it comes to giving their money away?
Rockefeller Philanthropy Advisors has spent the past 120 years advising one of the worlds most philanthropic families— the Rockefellers. Today they help their clients give away over $200 million annually.
And now, they have shared with the world what they give to their clients — a guidebook for philanthropists titled First Steps in the Philanthropic Journey.
In this pdf, they provide 9 steps they recommend philanthropists take in the process of redistributing their wealth. It’s a fascinating read. I recommend it. But if you don’t have time, here are the 9 steps:
- Do some homework – explore your interests (what do you want to fund?)
- Take your own temperature – think about what you want out of it (how do you want to fund it?)
- Form your kitchen cabinet – a mastermind group to help make final decisions (who will help you?)
- Choose your approach – find the right strategy
- Start visiting – recognize that you are now “exposing yourself”
- Do the due diligence that’s right for you – examine and evaluate some charities
- Give the money – clarify how you want to be treated, what you want, and what you don’t want
- Build the relationship and increase the impact – become a partner
- Assess your giving annually – then check back with your kitchen cabinet to make changes (if necessary)
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>> The number one reason why you aren’t getting your share of dollars from donor advised funds
>> Two Steps to Make the Best of Donor Advised Funds
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Get the book!
Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?
Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?
Want to help more people make impact by facilitating their acts of philanthropy but feel like too many obstacles keep getting in your way?
Then this book is for you.
Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.
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Hi, the links are broken. Is there anyway to get copies of — a guidebook for philanthropists titled First Steps in the Philanthropic Journey?
Amber thanks for letting us know about the broken links! We’ve gone ahead and fixed them (the site we were linking to changed their links slightly breaking ours).
Here’s the book link (also fixed above in the blog post): https://donate.rockpa.org/document.doc?id=66
Thanks again!