Becoming a Philanthropist: There's More Involved Than Just Writing Checks

Overview

Just as an individual goes through life cycles, so does a charity. From the start-up phase to adopting a strategic vision to looking at ways to grow the charity, there are many steps to consider at each important phase of the charity’s lifetime. By bringing discipline and focus to your family philanthropy and going beyond just writing checks, your charity has the best chance of making a greater impact.

Advisor Thinking