FINANCIAL RESOURCES, INVESTMENTS AND GIVING OPTIONS
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?
What are the speciﬁc steps required to set up your
How will you monitor commitment to your mission over
How will you measure success?
When and how often will you review your plan and
consider making changes to it?
ONGOING PLAN REVIEW AND MEASUREMENT
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