Setting your Strategy as a Giver

As we step into a new year, it’s common to see people setting resolutions and goals. This is also a great time to look at your charitable giving strategy for the year and make sure you have a plan for your giving, rather than just responding to requests.

Here are our top tips and some great articles from around the web we’ve found to help support you with your giving strategy.


Setting your Philanthropy Roadmap

This excellent guide from Rockefeller Philanthropy Advisors helps you to ask 5 key questions to set your giving strategy. Although its filled with examples from the USA and well known names, you don’t have to be a Rockefeller giver to use it! Givers of any size will find the questions helpful. Download the guide here.


Choosing Effective Charities

A good starting point for setting your vision is one of our most popular blogs on how to choose effective charities. Read it here.


Fidelity Charitable - The Gift Trust blog

Boosting your giving IQ

Recent research tells us that generosity is hardwired in our brains. But we aren't born knowing how to have the greatest impact with our giving. Click here to read more about these 4 steps to smarter giving.


If you would like to talk to The Gift Trust about how we can support your giving or if you need support setting up your strategy, please contact us below. We would love to speak to you.

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