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"A bit of fragrance always clings to the hand that gives roses."
--Chinese proverb
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  Your Executive Summary

 
The Philanthropic
Journey to Significance™
 
Developing a Strategy for Improving Your Philanthropy
 
Executive Summary For James Q. Sample
  Special Note:
 

The following are the summarized observations and conclusions of the inventories you recently took. This portion of the report is meant to give you only a quick glimpse into your unique giving characteristics, rather than all of the specific details associated with each report category.

In Section II of the Comprehensive Donor Report, that will be sent to you shortly, you will have the opportunity to dig deeper into the practical implications of these initial findings. Through a series of questions and discussion starters, you will gain a better understanding of how these findings will impact your unique giving program and make you a more strategic and joyful giver.

Your responses to the various surveys say:

   
 
From the PDP Survey
From the Core Values Survey
From the Giving Interests Survey
From the Joyful Giving Survey
From the Philanthropic Barriers Survey
From the Philanthropic Motivating Factors survey
Your Overall Giving Satisfaction Level
Taking the Next Steps
   
 

"Your process was invaluable for gaining an understanding of how our personalities, passions and experiences can work in harmony with our philanthropy. We are excited about meshing these elements together and utilizing your plan for implementation. Leveraging modern technology to facilitate this process was very efficient; the output extremely powerful. Everyone should go through this process, regardless of net worth and past charitable activity, and should have an interest to do so. The lasting impacts from more effective stewardship are tremendous!"
-- Jason Huntley, Chief Investment Officer, Cornerstone Capital Management, Inc.

See Testimonials from those who have completed the process.
Nothing contained in this document, or any other document provided to you by The Gordon Loux Company, LLC, is intended to be, or should be construed as, legal, accounting, tax or investment advice, and each donor should consult with his or her own legal, accounting, tax or investment advisor concerning the suitability of any contributions.