Philanthropic Roadmap)
Philanthropy Starting Point - Names - correct answer ✔✔Honored obligations; checkbook giving; parry &
spray philanthropy scatter-shot giving; peanut butter philanthropy; reactive giving; faithful giving
- Gifts are small with no connection to a deep passion or strategy
Philanthropic Learning Curve - correct answer ✔✔1. You become a donor
2. You decide to get organized
3. You become a learner
4. You become issue and results oriented
5. Your philanthropy is leveraged
6. Alignment of vision, passion and interest
5 Milestones Cycle (Rockefeller Philanthropy) - correct answer ✔✔1. Why are you giving?
2. What do you want to achieve?
3. How do you think change will happen?
4. How will you assess progress?
5. Who joins you?
Giving Style & Tradition - correct answer ✔✔- Heritage (ethnically or national identity)
- Family (honor ancestors)
- Faith
- Legacy (influence future)
- Experience (memory of being helped - pay it forward)
- Analysis (want objective analysis)
, Direct Relief - correct answer ✔✔Goal: Address urgent needs
Examples: food banks, clinics and shelters
Success Measured By: number of meals served, vaccinations provided or houses built
System Change - correct answer ✔✔Goal: Long-term solutions
Examples: think tanks, universities and advocacy organizations
Success Measured By: breakthrough studies, medical and scientific advances, new public policies
Logic Models - correct answer ✔✔Causal chain connecting inputs with results
4 Stages in a Social Movement - correct answer ✔✔1. Decide to live "divided no more"
2. Form "communities of congruence"
3. Go public with the shared vision
4. Transform system of punishment and reward
Where to start your philanthropy? - correct answer ✔✔- Talk with others who have invested (Examples:
community foundations, staff, academics or bloggers)
- Advertise what you wish to fund through newsletters, trade publications & journals. You can also
request a letter of intent or use a blind email or PO Box to preserve privacy
- Due Diligence
Due Diligence in Supporting an Organization - correct answer ✔✔Method 1: Document Analysis
- Review letters of interest and proposals
Method 2: Site Visit
- Look at the staff and leadership