Good
philanthropy is planned; it is well thought out and
intentional.
Through its advisory services, Calvin Edwards &
Company provides research-based recommendations to help
donors target organizations that reflect their giving
interests.
Our planning process starts with a
charitable giving assessment. By completing our proprietary
Donor Profile Workbook, we help clients:
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Write a giving
mission statement
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Identify charitable sectors in which
they have a strong interest
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Define the geographic target of gifts
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Review their giving history
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Focus giving on causes about which they
are passionate
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Measure the “degree of engagement” they
desire with nonprofits they support
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Assess acceptable business function of
gifts
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Identify non-financial ways to support
organizations
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Determine a personal “To Do” list
regarding giving
From this, we
create a Donor Profile
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an 10-12 page document that provides a
detailed “picture” of you as a donor and your giving
aspirations.
This
Profile is then used to develop a Giving Plan that
focuses giving in areas where you are most passionate.
Philanthropic planning serves several purposes:
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Provides an
easy-to-understand “roadmap” for giving
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Creates focus around passion and
conviction
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Simplifies decision making regarding
solicitations
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Gets other family members involved
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Aids asset and cash flow management
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Helps tax planning
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Facilitates
clear communication to charities
While generous
givers will allow some room for whimsical, spontaneous
giving, most donations are the result of solid knowledge and
seasoned judgment. The
Giving Plan
identifies organizations
within sectors of interest and amounts to be given,
including
organizations, amounts, dates, and other information about
giving intentions that conform to the
Donor Profile. The plan offers the ability
to track “budget vs. actual” on an ongoing basis.
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Click Here
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to download a 1-page Product Preview PDF file on the
Donor Profile
& Giving Plan.
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A variety of
other products also fall under the category of “Donor
Consulting & Giving Strategies.” These products can be done
separately or in conjunction with the
Donor Profile & Giving
Plan. Click on any product to view a Product Preview
PDF.
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Product
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Function
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Advisory Memorandum
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Provides research and advice focused
on a targeted issue
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Expenditure Responsibility
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Ensures that foreign grant funds are
spent only for the specified charitable purpose
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Gift
Agreement
Letter
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Records terms and conditions and
negotiate with a nonprofit regarding donation
designation to ensure that the donor’s purposes
are achieved
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Informational Memorandum
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Provides well-researched information
on a specific topic related to one’s plan
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