
Our Approach
Every giving strategy is unique, reflecting the diverse values, goals, desired outcomes, and communities a client brings to the table. Some tools we use to help our clients organize that unique approach include the following.

Two Questions
Impactful and meaningful philanthropy relies on answering two questions: 1. What difference do you want to make in the world?
2. What difference do you want to make for yourself - your legacy, your family, your business culture and brand?

The River
Upstream and downstream giving – what kind of impact you would like to make in the world and why?
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Meeting basic needs
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Empowering people and organizations
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Changing the system

The Swiss Army Knife
What philanthropic tools can you choose from to be most effective in designing impactful approaches?
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Financial support
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Impact investing
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Sharing your time and expertise
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Connecting people and resources
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Advocating for change
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Donating goods, property, services, stocks

The Round Table
How can philanthropy help you build a stronger culture in your family or business and share responsibility and power? Who might join you at the table?
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Family members or employees
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Community members and leaders
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Nonprofit leaders
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Leading thinkers in your fields of interest

The Skills File
How do you know a nonprofit is doing what it says it is doing?
Learn how to:
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Read IRS 990 nonprofit tax forms
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Read annual audits and annual reports
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Conduct site visits
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Ask questions about evaluation tools and metrics

Make it Your Own
You may also contract with PhilanthropyConnect to provide individually-tailored, online or in-person, workshops based on your needs and interests.