Fillable Create your charitable plan (Vanguard Charitable)

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Create your charitable plan (Vanguard Charitable)

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Create your charitable plan
Here are some questions that can help you craft your philanthropic plan.
MISSION STATEMENT
Considerations
What is the purpose of your wealth?
Why do you want to give to charity?
How do you want to be remembered?
What impact do you hope to achieve with your giving
legacy?
GIVING GOALS
Considerations
What social issues, charity, or area of charitable interest
do you want to support? Is there a specific program or
initiative you want to help fund?
What is your timeframe?
Do you want your heirs to continue your giving legacy?
If so, how? How and when will you communicate with
them?
How important are taxes vs. philanthropic goals?
Philanthropy can be about your time, talents, and
treasure. What does that look like for you? How do you
want to experience your philanthropy?
Responses
Responses
FINANCIAL RESOURCES, INVESTMENTS AND GIVING OPTIONS
Considerations
What financial resources will you use? Cash, stock, art,
real estate, complex assets, etc.?
What are the tax and legal implications associated with
those various resources?
What investment options are appropriate?
What is your investment timeline for your granting and
investment risk tolerance?
What additional giving tools (direct giving, charitable
trust, private foundation, etc.) might you use to
supplement your donor-advised fund?
Which financial advisors or other professionals should
be involved in creating and maintaining your plan?
IMPLEMENTATION
Considerations
What are the specific steps required to set up your
plan?
Responses
Responses
Considerations
How will you monitor commitment to your mission over
time?
How will you measure success?
When and how often will you review your plan and
consider making changes to it?
Responses
ONGOING PLAN REVIEW AND MEASUREMENT
© 2018 Vanguard Charitable Endowment Program. All rights reserved.
CACP012018
For more resources about philanthrophy
visit vanguardcharitable.org/resourcecenter.
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Create your charitable plan (Vanguard Charitable)

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Completed 24 April 2021

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