Stanford PACS - Effective Philanthropy Learning Initiative

Philanthropy Toolkit (Cards incl.)

$49.50 ~~$99.00~~

The Stanford PACS Philanthropy Toolkit is a practical, high-quality, step-by-step resource designed to help you, your family, and your advisors engage in thoughtful conversations, be effective in your charitable giving, and anchor your philanthropy around what most deeply inspires you. Whether you are new to philanthropy or more experienced, whether you are a donor or an advisor — we’ve designed this resource to help you focus, reflect, and take your philanthropy to the next level.

The 6 modules in this toolkit will help you:

Identify your core values and focus on the issues you care about
Develop a giving budget and overall philanthropy plan
Engage your family and the next generation
Understand the pros and cons of different giving vehicles (foundations, donor advised funds, giving circles, etc.)
Learn where and how to connect with others in the sector
Understand how to measure and evaluate nonprofits and their strategies

The Toolkit includes:

Worksheets & Activities based on our latest research findings
A card deck of Values & Issues discussion starters and exercises
Your own personal EPLI Philanthropy Planner which you can fill out and use on your own or share with your family and advisors

The best practices reflected in this material are developed from years of Stanford PACS research with thousands of donors, wealth advisors, and philanthropy experts. We hope this toolkit helps you on your path to effective philanthropy.

Note: if you are interested in purchasing 30 or more Toolkits for your family, your company, or your clients, please contact us to discuss a discount. Please also let us know if you are interested in our live trainings and webinars about how to make the most of your Toolkit with your colleagues or clients.

Notice: Due to COVID and its effect on shipping operations, please allow for up to two weeks additional time for orders to arrive.