A Giving Roadmap is an important tool on your philanthropic journey, helping to guide your decision-making and keep you on course.

Think back to a time when you used a roadmap to plan a family trip. It shows you your starting point, your destination, and the route you’ll take to get there. This sense of direction provides both control and confidence. 

Similarly, having a giving roadmap or strategy for your family’s philanthropic journey will empower you to make a meaningful impact and reach your giving goals. When you have a clear understanding of your vision, it shapes your approach to philanthropy and sets the path for your family. 

Our planning process is designed to help you identify your North Star, the ‘what’ and ‘why’ behind your generosity. Think of it as a compass that keeps you grounded, inspiring and motivating you with a sense of purpose. 

To assist you in this reflection, a worksheet is provided below to help define your purpose and goals, ultimately shaping your North Star, the vision that drives your generosity.

  • Section 1: Discovering Your Purpose

    1. What inspired your family to begin this giving initiative? 

    2. What lasting impact do you hope to create for future generations? 

    3. What are your family’s core values? 

    4. What does success look like for your giving plan? 

  • Section 2: Defining Your Purpose

    1. What is your long-term vision for family giving? 

    2. How does this vision align with your family values? 

    3. Who or what are you passionate about supporting? 

    4. What makes your family uniquely equipped to realize this vision?

  • Section 3: Goal Setting

    1. Outline your short-term (6 months to 2 years) and long-term (3 to 5 years) goals for giving. 

    2. How will you track your progress toward these goals? 

    3. What obstacles might you encounter in achieving these goals? 

  • Section 4: Family Engagement

    1. How will you involve different generations in your efforts? 

    2. How can your family’s legacy continue over time? 

    3. How can members discover personal meaning and growth in this work?

  • Section 5: Taking Action

    1. What immediate actions can you take in the next six months? 

    2. Who are potential partners or collaborators to consider? 

    3. What regular reflection and learning will you incorporate into your journey?

Final Reflection:

In one to two sentences, summarize your North Star, capturing your core purpose, vision, and mission. This structure will provide clarity and direction as you begin on your philanthropic journey.