Find Your Philanthropic Focus
Design Your Strategy for Impact

For individuals and couples wanting to clarify your desired impact and outcomes of your philanthropic activities, role and resources.

We help you focus your goals for giving...from the inside out! Two insightful, comprehensive consulting sessions are held with you over the phone, by Skype or in-person if you are in the San Francisco Bay area. During this program the direction of your philanthropic decisions emerges as we guide you to:

• Define the scope of your philanthropic efforts using your values to focus on the interests, people, concerns, and causes where you most want to effect change.
  
  
• Discover a rewarding philanthropic role where you can best apply your unique skills, resources, time and financial contributions.
  
  
• Create a philanthropic mission that communicates your intentions to your family, legal and financial advisors, foundations and non-profit recipient organizations.
  
  
• Identify concrete next steps you will take to create your desired impact.

As a result of having found your philanthropic focus you will be able to plan your next steps to:

• Confidently communicate your goals and the parameters for directing your charitable investments to legal and financial advisors, foundations and non-profit partners.
  
  
• Contribute in a way that is consistent with your values and creates the impact you intend with the peace of mind that you understand where you can best participate.
  
  
• Utilize your philanthropic mission to navigate the philanthropic landscape and map out the giving opportunities you want to pursue.
  
  
• Match your donor interests, resources and participation with the project, program, or organizations that are serving in your highest priority areas of giving and concern.

What you can expect:

• A values-based private conversation that will clarify the impact you desire to impart through your philanthropic decisions and the role you wish to play using the time and resources you already have.
  
  
• Define a scope for your efforts and resources that targets the interests, people, concerns, and causes where you most want to effect change.
  
  
• Language and tools for use in your conversations with financial planners, foundations and non-profit partners that provide a clear goal and parameters for directing your charitable investments.
  
  
• Next step actions for you to move forward to implement your philanthropic strategy.
  
  
• Opportunity to further develop your philanthropic goals and strategies.

Although these services are typically accomplished within one or two sessions, the exact time and fee schedule may vary depending upon the individual circumstances and level of complexity.  My approach is carried out with thoughtful questions and deep listening to capture the underlying importance of your philanthropic interests and intended results.

There’s no need to continue feeling overwhelmed by the thousands of giving opportunities and organizations out there. The Find Your Philanthropy Focus program guides you to discover where you can have your desired impact. Email me and we'll take the next step together.

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Be sure to get your free Philanthropic Assessment tool, articles, books and other valuable free resources on our Resource page.

Pathmaker Coaching acts solely as a planner for its clients who are individuals who pay for these services directly or through referral from a foundation or nonprofit organization which is paying Pathmaker to provide the individual services.   All information discussed is kept confidential.  Your information will not be shared without your consent.