Charitable Giving Strategy Workshop [Notion Template]
Are you eager to make a tangible and lasting impact through your charitable giving? The journey of philanthropy can be a powerful one, but it's important to ensure that your efforts are well-informed, intentional, and aligned with your values. That's where the Charitable Giving Strategy Workshop comes in– a comprehensive guide designed to empower you as a purpose-driven donor.
At its core, the Giving Strategy Workshop is a transformative experience aimed at helping you navigate the complex landscape of charitable giving. Whether you're a seasoned philanthropist or just starting out on your giving journey, this workshop provides a structured framework to help you make a meaningful difference in the causes that matter most to you.
Session 1: Identify Your Why
The workshop begins by encouraging you to delve into the heart of your motivations. What drives you to give? What impact do you hope to achieve? By uncovering your core motivations, you set the stage for a giving strategy that resonates deeply with your values.
Session 2: Reflect on the Issues You Care About & Assess Biases
This session challenges you to explore your biases and reflect on your giving preferences. By understanding behavioral biases that may influence your decisions, such as the identifiable victim effect or evaluability bias, you're better equipped to make informed choices that lead to more impactful outcomes.
Session 3: Research the Problem
To create meaningful change, it's crucial to understand the issues you're passionate about. In this session, you'll learn how to conduct thorough research to identify the scale of the problem, effective approaches, and gaps where your contributions can make a significant difference.
Session 4: Define Your Donor Profile
Crafting a clear and concise donor profile is essential for focused giving. In this step, you'll define the specific problem you intend to address and articulate your giving strategy, setting the groundwork for intentional impact.
Session 5: Assess Your Attitude to Risk and Uncertainty
Giving isn't without its complexities and uncertainties. This session guides you through assessing your risk tolerance and choosing between high-impact but higher-risk systems change approaches and more direct methods with tangible effects.
Session 6: Create a Portfolio That Reflects Your Preferences
The final step is about translating your intentions into action. You'll learn how to create a diversified giving portfolio, allocating your resources strategically between different approaches to maximize your impact.
Your Journey to Purposeful Giving
Our "Giving Strategy Workshop" template empowers you to become a thoughtful and strategic giver. By the end of this journey, you'll have not only identified your driving motivations and biases but also cultivated a clear strategy that aligns with your values and preferences.
Charitable giving is a remarkable opportunity to create positive change, and this workshop is designed to ensure that your efforts yield the greatest possible impact. Whether you're driven by social concerns, passionate about specific causes, or dedicated to supporting particular groups, this template guides you toward crafting a giving strategy that reflects who you are and the change you seek to bring to the world.