Good philanthropy is planned; it is well thought out and intentional. And planned philanthropy is the result of deep self-understanding of one’s values and beliefs—what one seeks to achieve as a giver, and the legacy one wants to leave.

Donor Profile
Through its proprietary tools, Calvin Edwards & Company provides clients personal insight into their “donor personality.” Our highly-customized Donor Profile provides a detailed “picture” of you as a donor, and your giving aspirations, including carefully-crafted recommendations to help you target organizations that reflect your giving interests. To create your personal Profile, you complete our proprietary Donor Profile Workbook.

Giving Plan
From the Donor Profile we jointly develop your Giving Plan. It focuses your giving, identifies organizations within charitable sectors of interest, classifies giving by geographic region, tracks dollar amounts and dates, and records other information about giving intentions. The Plan also offers the ability to track “budget vs. actual” on an ongoing basis.

This type of donor consulting helps create sound giving strategies. It serves several purposes:

    Provides an easy-to-understand “roadmap” for giving

    Creates focus around conviction and passion

    Simplifies decision making regarding solicitations and facilitates clear communication to charities

    Gets other family members involved

Click here to view a 1-page Product Preview PDF on the Donor Profile & Giving Plan.

We offer a variety of other products that support intentional and strategic giving. These products can be done separately or in conjunction with the Donor Profile & Giving Plan. Explore further by clicking on a product to view a Product Preview PDF.