TOOLS

With thanks to the Women's Foundation of CA for reformatting our tools, here's a way to get moving ahead on your giving plans and transformational goal and giving actions this year.
Transformational Philanthropy: A Practical Guide and Worksheet (*.pdf format)

Exercises   •   Worksheets   •   Appendices   •   Other Worksheets   •   Use Policy

• Youth Giving Tools
• 12 Steps of Inspired Planning (pdf)
• Landscape of Legacy Planning and Education (pdf)
• Program Activity Map (pdf)

• Inspired Legacies Guidestone Report

Exercises from Inspired Philanthropy 3rd Edition (pdfs)

• Exercise 2.1 Stereotypes
• Exercise 2.2 Gratitude
• Exercise 2.3 Vision and Values
• Exercise 2.4 Indicators of Your Values
• Exercise 2.5 Making Choices
• Exercise 2.6 Time, Talents, and Treasures
• Exercise 3.1 Review of Your Recent Giving
• Exercise 3.2 Characteristics of the Groups You Support
• Exercise 3.3 Reflections
• Exercise 3.4 Thinking About Change
• Exercise 3.5 Imagining a Better World
• Exercise 3.6 Million-Dollar Visioning
• Exercise 3.7 Steps for Building a Comprehensive Giving Strategy
• Exercise 4.1 Writing Your Mission Statement
• Exercise 4.2 Mission Matching
• Exercise 5.1 How Much Money Do You Really Have?
• Exercise 5.2 How Much Should You Give?
• Exercise 5.3 How Much Will You Give During Your Lifetime?
• Exercise 6.1 Your Funding Areas
• Exercise 7.1 Your Giving Plan
• Exercise 8.1 Giving Methods
• Exercise 10.1 Levels of Engagement
• Exercise 11.1 Checklist for Assessing an Advisor
• Exercise 11.2 Becoming a Legacy Mentor
• Exercise 11.3 Who Are You Planning For?
• Exercise 11.4 Current Wills, Legal Documents, and Titling of Assets
• Exercise 11.5 How Advisors Can Help
• Exercise 12.1 Mentoring
• Exercise 13.1 Giving from Assets

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Worksheets from Inspired Philanthropy 3rd Edition (pdfs)

• Worksheet 6.1 Evaluating a Group for Possible Funding
• Worksheet 7.1 Your Giving Plan
• Worksheet 7.2 Multiyear Giving Record
• Worksheet 7.3 Giving Intention
• Worksheet 7.4 Results and Impact
• Worksheet 7.5 How You Did as a Donor
• Worksheet 10.1 Inspired Philanthropist's Checklist
• Worksheet 10.2 Preparing for Site Visits

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Appendices from Inspired Philanthropy 3rd Edition (pdfs)

• Appendix A Tools for Partnering Effectively with Advisors for Your Inspired Legacy
• Appendix B Partnering with Clients for Inspired Outcomes: Notes to Advisors and Nonprofits
• Appendix C Creative Ideas for Giving
• Appendix D Celebrity Philanthropy
• Appendix E Sample Letters
• Appendix F Breaking Barriers to Effective Giving
• Appendix G Loans to Friends
• Appendix H Comparison of Giving Options
• Appendix I Resources

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Other Worksheets (pdfs)

• Inspired Legacies brochure
• Client Questions for Advisors to Ask
• Interview Advisors
• Definition of a Legacy Mentor
• Are You a Legacy Mentor Questionnaire
• 10 Ways to Intentionally Leave a Legacy
• Sample Shopping List: A Sample list of gifts, full of ideas for you to use.
• My Shopping List: A list for you to use!
• This self-assessment worksheet can help you evaluate where you are and begin crafting a plan for next steps.
• Consider the differences between Change and Charity
• Are you an Engaged Donor? This list of questions can help you decide.
• Here are some tools for Families in Transition that ask the tough questions we need to discuss within our families when different ideas about what matters to us gets in the way of our love or acceptance for each other.

Use Policy:
We encourage you to use our materials. We would like to know that you are using them, so please fill out our contact form or email your proposed use and full contact information. Feedback is encouraged. Please also make a donation to Inspired Legacies compensate for the value you find in its use. This helps us cover costs and create more tools for you and the world.

Download flyer to purchase of Inspired Philanthropy: Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy, the Expanded Third Edition.

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