Publication Date: February 24, 2013
A giving plan can be a powerful tool. It can help personalize giving and make sure one’s contributions are as strategic and meaningful as possible. By tailoring one’s giving plan to your style and personality – or your family’s – you can identify the kinds of gifts that best reflect your vision and values. Whether formal or informal, these plans not only help make your philanthropy satisfying, they can also help guide future generations.
This workbook, along with The Seattle Foundation’s Giving with Goals workshop, is intended to help identify values and the issues you care about, establish goals and strategies for giving, involve family members and evaluate the nonprofits in which you invest.