Tracey Gary, a long-time philanthropist and advisor to philanthropists, in her book, Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy, 3rd Edition, has provided a handy chart of the evolution of an inspired giver.
See where you fit, what you can become, and the steps to get there.
Socially Concerned Person with Resources
- Seeking financial education
- Clarifying values
- Getting organized
- Finding role models, mentors, and peer support
Strategic Donor
- Creating a giving plan and setting a budget for giving
- Connecting to groups
- Participating in philanthropic and education programs
- Working closely with financial and estate professionals
- Exploring identity as a donor
Donor Activist or Donor Partner
- Committing to a philanthropic mission and leadership strategy
- Developing skills
- Going on site visits
- Learning to raise money
- Offering to be a donor partner with specific goals
Leader in Organization or Donor Organizer
- Joining a board
- Attending conferences
- Gaining public speaking skills
- Educating peers
- Participating in leadership training
- Becoming an ally to community leaders and activists
Inspired Philanthropist
*Material reprinted with permission from Jossey-Bass, publishers of Inspired Philanthropy.
Related:
The Many Ways You Can Give to Charity
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