From this, we draft a Donor Profile – a concise 8-10
page description of the donor. Like a “personality test,”
this document typically reveals interesting insights. Then
we meet to discuss and refine the Profile and create a final
version, including short-term goals for current philanthropy
and how those differ from past giving.
Once the donor knows what he/she wants to accomplish,
from that Profile we develop a Giving Plan. The Plan
describes personal giving policies and goals, the charitable
sectors to which the client wants to contribute,
organizations in those sectors, amounts, dates and other
information about giving intentions. The plan is the
client's, but we provide tools and assistance to make it
simple to accomplish.
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Donor Profile and Giving Policy |
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