Philanthropy Coach Toolkit

Listed below are a number of the unique tools created especially for the Philanthropy Coach. You may not wish to employ all of the tools, but we guarantee that you will find several that help you create a breakthrough moment with even your most challenging clients.

And if philanthropy is a new venture for you, Philanthropy Coach will be there to provide everything from phone support for your first engagement to complex collaboration on a shared revenue basis.  You’re the expert on your clients’ needs. Tell us what those are, and together we’ll identify the right strategy, engagements and tools.

• News Highlights, a discovery exercise for clients who claim they are not charitably minded
  
  
• Charitable Interview Guide, an in-depth tool for documenting your client’s philanthropic past, present, and future in order to make good decisions
  
  
• Client Giving Analysis, an analytical tool for use with clients who would benefit from a holistic perspective on what their past giving says about their future as a philanthropist (especially good for those who prefer graphics to prose)
  
  
• Processes for developing a Giving on Purpose (charitable mission) Statement
  
  
• Giving Guidelines Questionnaire, a shortcut for developing this important set-up aspect of a client’s philanthropy
  
  
• Philanthropic Portfolio Planner, a shortcut to helping your client focus on an annual philanthropic cycle
  
  
• Sample annual plan, (an obvious follow-up to the Philanthropic Portfolio Planner -- and a potential recurring engagement for you!
  
  
• Annotated sample gift agreements,  providing a head start on the business of negotiating with charities once your client has decided to make a gift
  
  

Reserve your space in the 2009 Class of Philanthropy Coach now.