Understanding Your Philanthropic Purpose, Motivations, and Values

For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective values that guide your philanthropy, and establish clarity around the various priorities and approaches your family will utilize in its giving. Through this worksheet and interactive program session, learn how to refine the “why” behind your philanthropy and connect your philanthropic purpose to the broader change you wish to see in the world. 

For more on this topic, watch the four-minute video on defining your philanthropic purpose. Your answers will illuminate your identity, passion, and desired legacy—and uncover your shared philanthropy purpose.