The Shift from Donor to Philanthropist

For many individuals and families of wealth, there comes a time when they decide to engage in philanthropy in a larger, perhaps more strategic manner. This often occurs as their relationship with wealth matures, and they realize they have an opportunity (or perhaps feel an obligation) to go beyond writing checks to worthy organizations and move toward a deeper engagement in giving that could make a significant impact on the issues they care about. The shift, which can feel overwhelming, can be one of the most rewarding privileges of wealth.