Worksheet: Determining Your Philanthropic Approach – Identifying the “Why, When, Where, What, How, and With Whom” of Your Giving
Determining the key aspects of your personal philanthropy is an evergreen process. The following questions may help you thoughtfully develop a coherent, intentional, and evolving approach to your philanthropy. You may even find that your answers to some questions inform how you answer others.
If appropriate, work through this exercise in partnership with family members, advisors, and other important stakeholders in your philanthropic activities.
