Giving Methods & Vehicles
Focus Areas
Donor Journey
Sector
100

This type of gift allows organizations to allocate resources to their most pressing need rather than funding to specific programs or projects.

What is an unrestricted grant?

100
Long-term shifts in temperatures and weather patterns.

What is climate change?

100

A tool that advisors can use to engage donors on their WHY and can help drive decision-making along the giving journey  

What is a values deck?

100

An organization that serves as a philanthropy advisor, helping foundations and individuals build a better world through effective philanthropy.

Who is Geneva Global?

200

The minimum distribution amount for a private non-operating foundation.

What is 5% (of its previous year's assets)?

200
While not quite a focus area, this area of interest or belief system, represents the largest percentage of philanthropic donations in 2023.

What is religion?

200
A group of people with shared interests and values pool together their resources, knowledge, and networks to collectively support a cause chosen by the group.

What is a giving circle?

200

A network of philanthropic families committed to a world that is vibrant, equitable, and resilient.

Who is National Center for Family Philanthropy (NCFP)?

300

This method creates an opportunity for donors to create social and environmental change while also generating financial gains. 

What is impact investing?

300
A focus area that encompasses acknowledging, embracing, supporting, and accepting those of all racial, sexual, gender, religious, and socioeconomic backgrounds.

What is Diversity, Equity, and Inclusion (DEI)?

300

A vessel that helps donors facilitate their giving and achieve their philanthropic goals.

What is a giving vehicle?

300

An annual convention that brings together social entrepreneurs, innovators, funders, storytellers, and leaders to collaborate on addressing global challenges and drive social and environmental progress.

What is the Skoll World Forum?

400

A charitable investment account that allows donors to contribute assets, receive tax benefits, and recommend charitable donations over time. 

What is a donor advised fund?

400
A focus area that envisions a world where healthy mothers deliver healthy babies and receive quality care from skilled health workers & midwives.

What is maternal, newborn, child nutrition, and health (MNCNH)?

400

The manner by which a donor wishes to be acknowledged after they make a gift. 

What is a stewardship plan (or stewardship preferences)?

400

A collaborative network of global philanthropy advisors working together to move money more impactfully towards efforts that can change the world.

What is P150?

500

A group of funders with a shared interest who work together to increase their impact.

What is a donor collaborative?

500

This relatively new issue area focuses on the impact of social media and technology on the emotional well-being of teenagers and young adults. 

What is youth mental health?
500

The act of preparing how a donor will distribute their assets upon death. 

What is legacy planning?

500

This firm touts MacKenzie Scott as one of its major clients? 

Who is Bridgespan?