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The Philanthropy Wheel
Finding the right philanthropic fit for your client
"People have to articulate the passion, style and impact they wish to have before they start giving. Before understanding the realities of the world, the client also has to know themselves."
'From Grantmaker to Leader: Emerging Strategies for 21st century Foundations' by Frank Ellsworth and Joe Lumarda
Asked, "What do you want to give to? What do you feel passionate about? What do you love about your community?", a client may not know immediately how to respond. How can you as an adviser identify what's going to help most?
The Philanthropy Wheel is a tool to help clients understand more about their personal style of giving and their investment preferences.
Would you like to find out more about how to use The Philanthropy Wheel?
We offer one-hour interactive sessions to professional adviser staff and their clients. To find out more contact Clare Brooks.
Commmunity Foundation Network Registered office: 12 Angel Gate, 320-326 City Road, London, EC1V 2PT Company registration number 2651777, registered in England and Wales. Registered charity number 1004630
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