Effective Philanthropy Learning Initiative - Advisor’s Corner

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class="page-subhead"><a href="https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative/">Effective Philanthropy Learning Initiative</a></p> <h1 class="section-heading page-heading">Advisor’s Corner</h1> </div> </div> </div> </div> </div> <div class="row"> <div class="columns small-12"> <div class='share-container'> <div class="addtoany_shortcode"><div class="a2a_kit a2a_kit_size_26 addtoany_list" data-a2a-url="https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative/advisors-corner/" data-a2a-title="Advisor’s Corner"><a class="a2a_button_facebook" href="https://www.addtoany.com/add_to/facebook?linkurl=https%3A%2F%2Fpacscenter.stanford.edu%2Fresearch%2Feffective-philanthropy-learning-initiative%2Fadvisors-corner%2F&linkname=Advisor%E2%80%99s%20Corner" title="Facebook" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_twitter" href="https://www.addtoany.com/add_to/twitter?linkurl=https%3A%2F%2Fpacscenter.stanford.edu%2Fresearch%2Feffective-philanthropy-learning-initiative%2Fadvisors-corner%2F&linkname=Advisor%E2%80%99s%20Corner" title="Twitter" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_email" href="https://www.addtoany.com/add_to/email?linkurl=https%3A%2F%2Fpacscenter.stanford.edu%2Fresearch%2Feffective-philanthropy-learning-initiative%2Fadvisors-corner%2F&linkname=Advisor%E2%80%99s%20Corner" title="Email" rel="nofollow noopener" target="_blank"></a></div></div></div> </div> </div> <a id="body-top"></a> <div class="page-hr"></div> <div id="main" class="page-body-section new-layout-section"> <div class="row"> <div class="columns small-12"> <p class="has-large-font-size"><meta charset="utf-8"><strong>Welcome to the Advisor’s Corner!</strong></p> <p>We have curated and developed the materials below to help advisors like you learn about effective philanthropy, and support your clients in elevating their philanthropic practice. You might use this information to refresh your memory about a workshop you attended with us, or maybe you want to share some of these materials in your presentations with your clients.</p> <p>We love hearing your feedback on how to improve these resources, or ideas for what else might support you in your work.<br><meta charset="utf-8"><strong>Send suggestions to: <a href="mailto:contact-epli@stanford.edu" target="_blank" rel="noreferrer noopener">contact-epli@stanford.edu</a></strong></p> <p><strong>NOTE: </strong>All of our materials are under Creative Commons license, so we welcome you to use and adapt all EPLI materials found on our website, with the following attribution:</p> <ul class="wp-block-list"> <li>If you wish to cite the <strong><em>Guide</em></strong>, please use the following attribution language:<br>This work is a derivative of “<a href="https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative/donor-guide/" target="_blank" rel="noreferrer noopener">The Stanford PACS Guide to Effective Philanthropy</a>” by Stanford Center on Philanthropy and Civil Society, copyright 2020 Board of Trustees of The Leland Stanford Junior University, used under <a href="https://creativecommons.org/licenses/by/4.0/" target="_blank" rel="noreferrer noopener">Creative Commons Attribution 4.0 license</a>.</li> <li>If you wish to cite the <strong><em>Toolkit</em></strong>, please use the following attribution language:<br>This work is a derivative of “<a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/" target="_blank" rel="noreferrer noopener">The Philanthropy Toolkit: an Introduction to Giving Effectively</a>” by Stanford Center on Philanthropy and Civil Society, copyright 2020 Board of Trustees of The Leland Stanford Junior University, used under <a href="https://creativecommons.org/licenses/by/4.0/" target="_blank" rel="noreferrer noopener">Creative Commons Attribution 4.0 license</a>.</li> <li>If citing both or some of our general resources, please use the following language: This work is a derivative of “<a href="https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative/donor-guide/" target="_blank" rel="noreferrer noopener">The Stanford PACS Guide to Effective Philanthropy</a>” or “<a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/" target="_blank" rel="noreferrer noopener">The Philanthropy Toolkit: an Introduction to Giving Effectively</a>” by Stanford Center on Philanthropy and Civil Society, copyright 2020 Board of Trustees of The Leland Stanford Junior University, used under <a href="https://creativecommons.org/licenses/by/4.0/" target="_blank" rel="noreferrer noopener">Creative Commons Attribution 4.0 license</a>.<br></li> </ul> <div style="height:100px" aria-hidden="true" class="wp-block-spacer"></div> <p class="has-text-align-center has-large-font-size"><strong><strong>Videos</strong></strong></p> <div class="wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow"> <figure class="wp-block-video"><video controls poster="https://pacscenter.stanford.edu/wp-content/uploads/2021/10/what_is_ep.png" src="https://pacscenter.stanford.edu/wp-content/uploads/2021/04/what_is_Effective_Philanthropy.mp4"></video></figure> </div> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow"> <figure class="wp-block-video"><video controls poster="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/resource_overview.png" src="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/Standford-University-02-final.mp4"></video></figure> </div> </div> <p class="has-text-align-center">For a complete list of our short videos on the core concepts of effective philanthropy and various Toolkit modules, check out our <a href="https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative/media-library/">media library</a>.</p> <div style="height:100px" aria-hidden="true" class="wp-block-spacer"></div> <p class="has-text-align-center has-large-font-size"><strong><strong>Handouts</strong></strong></p> <div class="wp-block-columns is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow"><div id="box-grid-block-block_ce6efd033d157718c07048b0727f54a7" class="box-grid-block"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Resource Index" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2021/06/resource-list@4x-e1635201958420-768x468.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Resource Index</h4> <p class="news-ex"><p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/07/Stanford-Effective-Philanthropy-Resource-Index_July2021_Current.docx" target="_blank" rel="noopener">The Effective Philanthropy Resource Index</a> </p> </p> </div> </div> </div> <div id="box-grid-block-block_569f904b48af6b33ac4a69951a9bdbf7" class="box-grid-block"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Infographics" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2021/11/five_orgs@4x-768x432.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Infographics</h4> <p class="news-ex"><p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/five_orgs@4x.png" target="_blank" rel="noopener">Five Ways to Find Effective Organizations</a></p> </p> </div> </div> </div> <div id="box-grid-block-block_53323e6a7ae14ef5121f8fb515ac8a00" class="box-grid-block"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Finding Your Focus Exercises" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2021/10/Artboard-1@4x-3-768x472.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Finding Your Focus Exercises</h4> <p class="news-ex"><p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/10/Stanford_FindingYourFocus_ExercisesABDE.pdf" target="_blank" rel="noopener">Find Your Focus Exercises PDF</a></p> <p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/Find-Your-Focus.pptx" target="_blank" rel="noopener">Find Your Focus PowerPoint</a></p> </p> </div> </div> </div> <div id="box-grid-block-block_7444b63cb6ae5d0702759fde3361611a" class="box-grid-block"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2021/11/wealthadvisors-768x408.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients</h4> <p class="news-ex"><p><a href="https://pacscenter.stanford.edu/publication/helping-wealth-advisors-increase-philanthropic-impact-for-high-net-worth-clients/" target="_blank" rel="noopener">Access the Article</a></p> </p> </div> </div> </div></div> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow"><div id="box-grid-block-block_90fb9e405b8cce2b948191eff5ad8df0" class="box-grid-block"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Advisors Case Study" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2021/10/advisors_casestudy-768x555.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Advisors Case Study</h4> <p class="news-ex"><p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/07/Stanford-Advisor-Case-Study_April2021s.pdf" target="_blank" rel="noopener">The Toolkit in action: How one wealth advisor is using Stanford PACS’ Philanthropy Toolkit resource with clients</a></p> </p> </div> </div> </div> <div id="box-grid-block-block_fdd49d170742d05e02d1c9616114ac86" class="box-grid-block"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Tables & Charts" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2021/10/red_table_flag@4x-768x552.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Tables & Charts</h4> <p class="news-ex"><p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2020/05/red_flag_table-1.pdf">Due Diligence Chart</a></p> <p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/10/GivingVehiclesChart.pdf">Giving Vehicles Chart</a></p> <p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/due_diligence@4x.png">Due Diligence Essential Questions</a></p> <p> </p> </p> </div> </div> </div> <div id="box-grid-block-block_7a0468350986dc5859c277932e9e2825" class="box-grid-block"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Effective Philanthropy PowerPoint" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2021/10/ep_presentation@4x-768x429.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Effective Philanthropy PowerPoint</h4> <p class="news-ex"><p><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/10/Stanford-Effective-Philanthropy-Presentation_GeneralAudience_Sept2021_Current.pptx" target="_blank" rel="noopener">Presentation for a General Audience</a></p> </p> </div> </div> </div> <div id="box-grid-block-block_1155c3f3aae6ed87a30bdfc21526eb55" class="box-grid-block"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Stanford PACS Pathways to Philanthropic Giving" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2022/01/pathways_infographic-768x499.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Stanford PACS Pathways to Philanthropic Giving</h4> <p class="news-ex"><p><a href="https://pacslms.fairnorth-dev.com/wp-content/uploads/2022/01/2021-12-17-Stanford-PACS-Pathways-to-Philanthropic-Giving-—-Source-Sans.pdf">Philanthropic Pathways Infographic</a></p> </p> </div> </div> </div></div> </div> <div class="wp-block-columns is-layout-flex wp-container-core-columns-is-layout-3 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow"></div> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow"></div> </div> <p class="has-text-align-center has-large-font-size"><strong><strong>FAQ’S For Advisors</strong></strong></p> </div> </div> <div class='advanced-content-block' data-type='wysiwyg'> <div class='row expanded collapse white' style=''> <div class='columns small-12'> <div class='row margin-center'> <div class='columns small-12'> </div> </div> </div> </div> </div> <div class='advanced-content-block' data-type='collapsible_blocks'> <div class="row"> <div class="columns small-12"> <ul class="accordion flat-list accordion-repeater" data-accordion data-allow-all-closed="true" data-multi-expand="true"> <li class="accordion-item accordion-repeater-item" data-accordion-item>  <a href="#" class="accordion-title collapsible-block-title">How to use the Stanford Toolkit with Clients?</a>  <div class="accordion-content" data-tab-content> <p><span style="font-weight: 400">The Philanthropy Toolkit is composed of six modules, each module addresses different aspects of philanthropic planning process. We encourage you to make this toolkit work for your client’s unique needs. You do not have to go through the modules in order—feel free to use the toolkit modularly.Your client can work through each module with you during your meetings, or on their own and use your meetings to discuss completed modules. Additionally, you can cover multiple modules in one meeting, or focus on one module over several meetings. You can also involve family members in the process if your client so desire.</span></p> <p><span style="font-weight: 400">Once you have clarified your client’s interest in philanthropy, you can ask whether they are interested in having focused, structured conversations about giving in your meetings. When you present this toolkit to your clients, highlight how it can provide structure and tailored guidance for each step of the decision-making process, and that the toolkit also includes references for additional resources and networks that support an individual’s philanthropic learning and giving journey.</span></p> <p><span style="font-weight: 400">Before walking a client through the toolkit, we encourage you to go through each module yourself, applying the questions to your own philanthropic practice. In doing so, you will understand the content and the user experience more deeply. The </span><b> Toolkit Primer </b><span style="font-weight: 400">(</span><a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/primer/" target="_blank" rel="noopener"><span style="font-weight: 400">found here</span></a><span style="font-weight: 400">) will also help you navigate the toolkit in response to specific philanthropy-related questions.</span></p> <p><span style="font-weight: 400">Once you feel comfortable with the toolkit, identify a few clients who might be interested in incorporating philanthropic planning and this toolkit into their financial planning process.  You may want to consider clients who have previously raised questions about their giving, or clients who have recently experienced a pivotal moment and for whom philanthropy may now be a higher priority—such as new empty nesters, recent retirees, or people managing greater wealth as the result of selling their business or receiving an inheritance.</span></p> <p> </p> </div> </li> <li class="accordion-item accordion-repeater-item" data-accordion-item>  <a href="#" class="accordion-title collapsible-block-title"> How did we develop the Toolkit?</a>  <div class="accordion-content" data-tab-content> <p><span style="font-weight: 400">We created this toolkit in collaboration with hundreds of advisors across the United States in response to the philanthropic questions, challenges, and opportunities their clients face every day. High-capacity individuals are increasingly requesting guidance on their philanthropy, and often engage an ecosystem of advisors who are uniquely positioned to provide this support—including wealth advisors, tax and estate lawyers, etc. Clients want to navigate philanthropic planning with advisors who are already familiar with their circumstances.</span></p> <p><span style="font-weight: 400">Too often, the philanthropic conversation is overlooked or left to the last few minutes of a client-advisor meeting. Many advisors feel uncomfortable raising the subject of philanthropy because they don’t have a clear framework to use with their clients to walk them through the process. Advisors are trained to focus on tax optimization and ease of use in charitable planning, but this does not necessarily lead to the most values-based, effective approach for the clients. Despite these challenges, there are many benefits for advisors who are ready to engage in more meaningful, informed philanthropic discussions with their clients.</span></p> <p><span style="font-weight: 400">Advisors are well positioned to help clients balance the natural tension between the fear of running out of money and the desire to have an impact during their lifetime. In many cases, clients don’t realize how much they can give and end up looking back over lost opportunities. </span></p> <p><span style="font-weight: 400">As a trusted advisor, you can encourage your clients to reflect on their motivations and goals, prepare them to engage the nonprofit sector, and help them develop a robust, value-aligned giving strategy that fits their unique needs.</span></p> <p><span style="font-weight: 400">In an increasingly competitive landscape, the ability to provide philanthropic advice can help you:</span></p> <ul> <li style="font-weight: 400"><span style="font-weight: 400">deepen your personal relationships with clients and their families</span></li> <li style="font-weight: 400"><span style="font-weight: 400">differentiate your practice by offering philanthropic guidance that is in high demand and low supply, giving you a comparative advantage over advisors who are not providing this service</span></li> <li style="font-weight: 400"><span style="font-weight: 400">retain current clients and their next generations</span></li> <li style="font-weight: 400"><span style="font-weight: 400">expand your client base to include other high-capacity individuals who want to integrate philanthropy and wealth planning</span></li> <li style="font-weight: 400"><span style="font-weight: 400">help your clients make the world a better place according to their values</span></li> <li style="font-weight: 400"><span style="font-weight: 400">share in the pride of maximizing your clients’ philanthropic impact</span></li> </ul> <p><span style="font-weight: 400">Our research indicates that high-capacity donors find tailored, philanthropic conversations with their wealth advisors extremely helpful.</span></p> </div> </li> <li class="accordion-item accordion-repeater-item" data-accordion-item>  <a href="#" class="accordion-title collapsible-block-title">CONVERSATION STARTERS</a>  <div class="accordion-content" data-tab-content> <p>When proactively starting the conversation, you may want to gauge your client’s interest in philanthropy with a few opening questions. These questions allow you to get to the deeper values and motivations behind your clients’ philanthropy.</p> <p>If using these starting questions seems intimidating, consider role-playing the conversation with a colleague to prepare for a client meeting. Experiment with these questions until you have identified which questions, or how to revise these questions, so they feel natural to you.</p> <p><strong>1. Is philanthropy (charitable giving) important to you right now, or is it something you’d like to revisit in the future?</strong></p> <p><strong>2. Tell me about your family’s values.</strong></p> <p>– What are some values that you and your family share?<br /> – What values do you want to pass along to your family?<br /> – How might these values inform your wealth planning process or your charitable giving?<br /> – Is this something you would like to explore further in our meetings?<br /> – Are you aware of any organizations that are working on these issues?<br /> – Are you involved with any of these organizations?</p> <p><strong>3. What issues are you (and your family) passionate about? Why? (Tell me more.)</strong><br /> – Have you given to any organization that you are excited about? If so, why?<br /> – Is this something you would like to explore further in our meetings?</p> <p><strong>4. Tell me about some important life experiences that have affected you.</strong><br /> – How might these experiences inform your wealth planning and/or your charitable giving?<br /> – Is this something you would like to explore further in our meetings?</p> <p><strong>5. What aspects of your identity are important to you?</strong><br /> – How does this affect how you view your wealth planning or your charitable giving?<br /> – Is this something you would like to explore further in our meetings?</p> <p><strong>6. Have you thought about what kind of legacy you want to leave? </strong><br /> – Is this something you would like to work on now, or something you’d like to revisit in the future?</p> </div> </li> <li class="accordion-item accordion-repeater-item" data-accordion-item>  <a href="#" class="accordion-title collapsible-block-title"> Questions for Donors to Ask Advisors</a>  <div class="accordion-content" data-tab-content> <p><span style="font-weight: 400">Here are some questions we recommend donors ask their advisors.</span></p> <ol> <li><span style="font-weight: 400">Share your </span><span style="font-weight: 400"><a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/finding-your-focus/">focus statemen</a>t</span><span style="font-weight: 400"> with your wealth advisor, and then ask them these 4 questions: </span><span style="font-weight: 400"><br /> </span><span style="font-weight: 400">As I figure out how much to give, should I base my philanthropic budget on my assets, income, or other sources? </span><span style="font-weight: 400"> </span></li> <li><span style="font-weight: 400">Can we review the </span><span style="font-weight: 400">Stanford Giving Vehicles</span><span style="font-weight: 400"> comparison chart and discuss which ones best fit my philanthropic goals?</span></li> <li><span style="font-weight: 400">Based on my impact goals and charitable tax-deduction goals, how much can I contribute to traditional 501c3 charities versus 501c4 advocacy groups or political entities? </span><span style="font-weight: 400">When and how should I think about charitable giving through estate planning</span><span style="font-weight: 400">,</span><span style="font-weight: 400"> trusts, and bequests?</span></li> </ol> </div> </li> <li class="accordion-item accordion-repeater-item" data-accordion-item>  <a href="#" class="accordion-title collapsible-block-title">Can I hire Stanford to teach my group, company, or clients?</a>  <div class="accordion-content" data-tab-content> <p>Thank you for your interest in introducing your group, company, or clients to effective philanthropy.  There are a number of options for you to consider:</p> <ul> <li>We invite you and your colleagues to join us for the <a href="https://www.advisorsinphilanthropy.org/events/EventDetails.aspx?id=1510427&group=" target="_blank" rel="noopener">Effective Philanthropy for Advisors Workshops</a> which we offer a number of times a year with our partners at Advisors In Philanthropy. Group discounts are available.</li> <li>To request a custom engagement, please:<br /> – review our <a href="https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative/education/#advisor-workshops" target="_blank" rel="noopener">Education offerings</a>, page or <a title="https://pacscenter.stanford.edu/wp-content/uploads/2021/10/StanfordPACS-EffectivePhilanthropy_CustomEngagementBrochure_v5-final-1.pdf" href="https://pacscenter.stanford.edu/wp-content/uploads/2021/10/StanfordPACS-EffectivePhilanthropy_CustomEngagementBrochure_v5-final-1.pdf" target="_blank" rel="noopener">custom engagement brochure</a><br /> – Fill out our <a title="https://form.jotform.com/200657384427156" href="https://form.jotform.com/200657384427156" target="_blank" rel="noopener">Event Request Form</a><br /> – Once we receive your event request form, we will contact you to discuss.</li> </ul> <p>Please note that we generally deliver our educational programs to small, medium, and large audiences aligned with our mission, which focuses on high-capacity <strong>donors</strong>, <strong>donor support entities </strong>(community foundations, family offices, etc.), <strong>advisors </strong>(financial services, estate and trust planners, philanthropic advisors), philanthropic or <strong>social impact associations</strong>, <strong>companies </strong>with strong track records of employee philanthropic engagement, and <strong>conferences or events </strong>reaching such groups.</p> <p>We look forward to hearing from you!</p> <p> </p> </div> </li> </ul> </div> </div> </div> <div class='advanced-content-block' data-type='box_grid'> <div class='row'> <div class='columns small-12'> <h2 class='subsection-heading subsection-heading-bg'>Core Concepts</h2> </div> </div> <div class='row'> <div class='columns small-12'> <div class='row' data-equalizer data-equalize-by-row='true'> <div class="small-12 medium-6 large-4 columns"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Find Your Focus" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2020/03/focus.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Find Your Focus</h4> <p class="news-ex"><ul> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/Standforf-University-03-final.mp4" target="_blank" rel="noopener"><span style="font-weight: 400;">Video: Finding Your Focus</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/finding-your-focus/" target="_blank" rel="noopener">Online Toolkit Module</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/07/Stanford-Effective-Philanthropy-Resource-Index_July2021_Current.docx" target="_blank" rel="noopener"><span style="font-weight: 400;">Reading List</span></a></li> </ul> </p> </div> </div> </div> <div class="small-12 medium-6 large-4 columns"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Involving Family" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2020/03/family.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Involving Family</h4> <p class="news-ex"><ul> <li style="font-weight: 400;" aria-level="1"><em><span style="font-weight: 400;">Video: Involving Family (Coming Soon) </span></em></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/involving-family-2/" target="_blank" rel="noopener">Online Toolkit Module</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/07/Stanford-Effective-Philanthropy-Resource-Index_July2021_Current.docx" target="_blank" rel="noopener"><span style="font-weight: 400;">Reading List</span></a></li> </ul> </p> </div> </div> </div> <div class="small-12 medium-6 large-4 columns"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Engaging Others" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2020/03/engaging.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Engaging Others</h4> <p class="news-ex"><ul> <li style="font-weight: 400;" aria-level="1"><em><span style="font-weight: 400;">Video: Collaborating with Others (Coming Soon) </span></em></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/engaging-others/" target="_blank" rel="noopener">Online Toolkit Module</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/07/Stanford-Effective-Philanthropy-Resource-Index_July2021_Current.docx" target="_blank" rel="noopener"><span style="font-weight: 400;">Reading List</span></a></li> </ul> </p> </div> </div> </div> <div class="small-12 medium-6 large-4 columns"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Structuring Your Giving" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2020/03/structure.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Structuring Your Giving</h4> <p class="news-ex"><ul> <li style="font-weight: 400;" aria-level="1"><em><span style="font-weight: 400;">Video: Structuring Your Giving (Coming soon)</span></em></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/structuring-your-giving/" target="_blank" rel="noopener">Online Toolkit Module </a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/07/Stanford-Effective-Philanthropy-Resource-Index_July2021_Current.docx" target="_blank" rel="noopener"><span style="font-weight: 400;">Reading List</span></a></li> </ul> </p> </div> </div> </div> <div class="small-12 medium-6 large-4 columns"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Finding and Vetting Organizations " class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2020/03/vetting.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Finding and Vetting Organizations </h4> <p class="news-ex"><ul> <li style="font-weight: 400;" aria-level="1"><em><span style="font-weight: 400;">Video: Finding & Vetting Organizations (Coming Soon) </span></em></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/finding-and-vetting-organizations/" target="_blank" rel="noopener">Online Toolkit Module</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/07/Stanford-Effective-Philanthropy-Resource-Index_July2021_Current.docx" target="_blank" rel="noopener"><span style="font-weight: 400;">Reading List</span></a></li> </ul> </p> </div> </div> </div> <div class="small-12 medium-6 large-4 columns"> <div class="universal-alt-card" data-equalizer-watch> <div alt="Making & Tracking Gifts" class="universal-image" style="background-image:url('https://pacscenter.stanford.edu/wp-content/uploads/2020/05/making_gifts-1-768x1097.png');"></div> <div class="uni-box-meta"> <h4 class="research-heading">Making & Tracking Gifts</h4> <p class="news-ex"><ul> <li style="font-weight: 400;" aria-level="1"><em><span style="font-weight: 400;">Video: Making & Tracking Gifts (Coming Soon) </span></em></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/the-philanthropy-toolkit/making-and-tracking-gifts/" target="_blank" rel="noopener">Online Toolkit Module</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://pacscenter.stanford.edu/wp-content/uploads/2021/07/Stanford-Effective-Philanthropy-Resource-Index_July2021_Current.docx" target="_blank" rel="noopener"><span style="font-weight: 400;">Reading List</span></a></li> </ul> </p> </div> </div> </div> </div> </div> </div> </div> <div class='advanced-content-block' data-type='multiple_columns'> <div class='row expanded collapse white' data-equalizer> <div class="columns small-12"> <div class="row margin-center"> <div class='columns small-12'> <h2 class="non-collapse-title">Education</h2> </div> <div class='small-12 medium-6 align-self-middle columns' data-equalizer-watch> <h2>Introduction to Philanthropy for Advisors</h2> <p>In partnership with Advisors in Philanthropy, this virtual live workshop covers the principles and practices of effective philanthropy based on our Philanthropy Toolkit. The 5-hour, 2-day program is designed for a range of advisors such as financial planners, tax and estate attorneys, and donor relations staff. C/E credit and group discounts are available.</p> <p><a class="btn btn-new-layout" href="https://www.advisorsinphilanthropy.org/page/AiP-EPLI-Workshop" target="_blank" rel="noopener">Register Now</a></p> </div> <div class='small-12 medium-6 align-self-middle columns' data-equalizer-watch> <p><img fetchpriority="high" decoding="async" class="wp-image-30889 size-medium aligncenter" src="https://pacscenter.stanford.edu/wp-content/uploads/2021/04/Artboard-1@4x-2-300x298.png" alt="" width="300" height="298" srcset="https://pacscenter.stanford.edu/wp-content/uploads/2021/04/Artboard-1@4x-2-300x298.png 300w, https://pacscenter.stanford.edu/wp-content/uploads/2021/04/Artboard-1@4x-2-1024x1018.png 1024w, https://pacscenter.stanford.edu/wp-content/uploads/2021/04/Artboard-1@4x-2-150x150.png 150w, https://pacscenter.stanford.edu/wp-content/uploads/2021/04/Artboard-1@4x-2-768x764.png 768w, https://pacscenter.stanford.edu/wp-content/uploads/2021/04/Artboard-1@4x-2-1536x1527.png 1536w, https://pacscenter.stanford.edu/wp-content/uploads/2021/04/Artboard-1@4x-2-292x290.png 292w, https://pacscenter.stanford.edu/wp-content/uploads/2021/04/Artboard-1@4x-2.png 1539w" sizes="(max-width: 300px) 100vw, 300px" /></p> </div> </div> </div> </div> </div> <div class='advanced-content-block' data-type='multiple_columns'> <div class='row expanded collapse white' data-equalizer> <div class="columns small-12"> <div class="row margin-center"> <div class='columns small-12'> </div> <div class='small-12 medium-6 align-self-middle columns' data-equalizer-watch> <p><img decoding="async" class="aligncenter wp-image-34050 size-medium" src="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/custom_engagement-300x298.png" alt="" width="300" height="298" srcset="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/custom_engagement-300x298.png 300w, https://pacscenter.stanford.edu/wp-content/uploads/2021/11/custom_engagement-150x150.png 150w, https://pacscenter.stanford.edu/wp-content/uploads/2021/11/custom_engagement-768x763.png 768w, https://pacscenter.stanford.edu/wp-content/uploads/2021/11/custom_engagement-292x290.png 292w, https://pacscenter.stanford.edu/wp-content/uploads/2021/11/custom_engagement.png 1000w" sizes="(max-width: 300px) 100vw, 300px" /></p> </div> <div class='small-12 medium-6 align-self-middle columns' data-equalizer-watch> <h2>Custom Engagement Opportunities</h2> <p>EPLI offers trainings, workshops, and educational opportunities for donors and other philanthropy professionals. Contact us to introduce  your group, company, or clients to effective philanthropy.</p> <p><a class="btn btn-new-layout" href="https://form.jotform.com/200657384427156" target="_blank" rel="noopener">Connect with Us</a></p> <p> </p> </div> </div> </div> </div> </div> <div class='advanced-content-block' data-type='multiple_columns'> <div class='row expanded collapse white' data-equalizer> <div class="columns small-12"> <div class="row margin-center"> <div class='columns small-12'> <h2 class="non-collapse-title">Other Curated Resources</h2> </div> <div class='small-12 medium-6 align-self-middle columns' data-equalizer-watch> <h2><strong>The Australian Toolkit</strong></h2> <p> </p> <p>EPLI has partnered with Perpetual Asset Management Australia to create an Australian version of the Toolkit available for free online<strong> here.</strong></p> <p><a class="btn btn-new-layout" href="https://www.perpetual.com.au/financial-advice/philanthropy-with-impact" target="_blank" rel="noopener">Link to Perpetual</a></p> <p><a class="btn btn-new-layout" href="https://pacscenter.stanford.edu/wp-content/uploads/2021/10/Perpetual-Philanthropy-Toolkit_FINAL.pdf" target="_blank" rel="noopener">Download the PDF</a></p> <p></p> </div> <div class='small-12 medium-6 align-self-middle columns' data-equalizer-watch> <div class="wp-block-image"> <figure class="aligncenter size-large is-resized"><img decoding="async" class="aligncenter wp-image-33933" src="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/australia_tk@4x-300x225.png" alt="" width="600" height="450" srcset="https://pacscenter.stanford.edu/wp-content/uploads/2021/11/australia_tk@4x-300x225.png 300w, https://pacscenter.stanford.edu/wp-content/uploads/2021/11/australia_tk@4x-1024x768.png 1024w, https://pacscenter.stanford.edu/wp-content/uploads/2021/11/australia_tk@4x-768x576.png 768w, https://pacscenter.stanford.edu/wp-content/uploads/2021/11/australia_tk@4x-1536x1152.png 1536w, 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