In Chapter 11, Activate Your Money introduces three strategies to maximize philanthropy: personal giving plans, Giving Circles, and Donor Advised Funds. Tools and resources for adopting these strategies are presented here.

Develop a Personal Giving Plan

Giving Plan Toolkit. Use this toolkit to identify what issues you want to address, choose what organizations to support., and decide on donation amounts and frequency. If you’re not sure which issues matter the most to you, give yourself time to think it over.

Potential Grantees Worksheet. What qualities do you want grantees to embody? Transparency? Strong financials? Gender and racial diversity? Regular updates and reporting on progress? Make a list and decide on your top five.

Your Personal Giving Plan. Once you’re satisfied with the contents of the two previous worksheets, summarize the results in this document. This is your personal giving plan!

Join a Giving Circle

See DIG DEEPER for resources.

Open a Donor-Advised Fund

DAF Provider Toolkit. This document contains instructions and a set of questions that you may want to use as you interview DAF providers.

DAF Provider Comparison Worksheet. Use this worksheet to capture how each DAF provider responds to your questions, then use the responses to help choose your preferred provider.