The philanthropy wheel© is a tool to help clients understand more about their personal style of giving and their investment preferences.
"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?