Define the mission
Define the cause, annual budget, desired control and time horizon.
IMPACT
Philanthropy
Begin with purpose, then choose the asset, timing, and giving vehicle.
Choose assets deliberately
Compare direct gifts, donor-advised funds, appreciated assets and charitable trusts by actual need.
Verify eligibility and records
Write a grant policy and measurement standard before creating permanent complexity.
FLIGHT CHECK
Questions before acting.
Giving intent
Priority causes
Assets
Control needs
Documentation
THE ACTUAL SOLUTION
Leave with a decision—not another article.
Define the cause, annual budget, desired control and time horizon.
Compare direct gifts, donor-advised funds, appreciated assets and charitable trusts by actual need.
Write a grant policy and measurement standard before creating permanent complexity.
Assign an owner, review date, trigger, and written decision rule so complexity remains coordinated.
Coordinate the operating system
OPEN →YOU ARE DONE WHENGiving has a budget, vehicle, decision process and evidence of impact.
OPTIONAL DEEP DIVES