Your Executive Summary

"Whatever you spend is gone. What you keep, someone else gets. What you give is yours forever."
--Dr. Wil Rose

Developing a Strategy for Improving Your Philanthropy

From the Philanthropic Barriers Survey

You are currently evaluating the impact that your giving is having and what needs to occur to make any future philanthropic investments would have.

You are currently experiencing an average level of concern or security with what charities expect from you and how they are treating you.

You are experiencing an average level of concern or feelings of security as it relates to your financial situation.

You are experiencing an average level of concern or feelings of security as it relates to your ability to trust others. You have had both positive and negative experiences in this area and are not taking anything for granted in the future.

You are feeling moderately secure with your family's ability to make wise decisions and you are pleased that they are pursuing the same value system that you have. This is allowing you the ability to positively evaluate the impact that you're going to make with a philanthropic impact.

You are feeling moderately secure with your family's present relationships and overall situation. You feel that there will be minimal problems or deteriorating relationships in the future which is allowing you the ability to look at possible ways for increasing your philanthropic impact.

The following graph shows the level of intensity you are experiencing in each area. RED = Critical Evaluation, ORANGE = Moderate Concern, BLUE = Average Concern/Security, YELLOW = Moderate Security, and GREEN = High Security.

Poor Return on Investment		Moderate Concern (69%)
Exploitation/Exposure		Average Concern/ Security (53%)
Financial Loss		Average Concern/ Security (44%)
Trust		Average Concern/ Security (41%)
Generational Loss of Values		Moderate Security (28%)
Family Fights or Deteriorating Relationships		Moderate Security (25%)
Critical Evaluation Level:		(93%)

To understand more about these barriers refer to Chapter 5 of the Comprehensive Donor Profile that will be mailed to you shortly.

See Testimonials from those who have completed the process.


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