No matter where you are in your charitable journey, we have the resources to help. Select the guides below that align with your philanthropic interests and expertise.

Guide 1: Find your focus


Find your focus

An introduction to strategic giving


You’ve given to charity, but you want to be more systematic about it. This guide helps you find your focus, identify the values and cause areas most important to you, and use those values to develop a mission.

Guide 2: Involve Others

Involve Others


How seasoned givers expand their reach


You generally know what you want to accomplish, but you’re looking for ways to increase your influence. This guide will help you gather a support team and engage others, especially family members and younger generations, in your charitable projects.

Guide 3: Maximize your impact


Maximize your impact

Advanced strategies for philanthropic experts


You’ve had success with thoughtful philanthropy, and now you want to take your giving to the next level. Choose this guide to learn about a variety of charitable assets and giving vehicles. You’ll also find innovative tips for minimizing taxes, investing charitable dollars, and making the most of each charitable donation.


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