EPLI conducts applied research to understand the nuances of philanthropic practice and improve its outcomes. We examine the realities of philanthropy for high-capacity donors, as well as for members of the donor-support–ecosystem. We then develop practical tools, resources, and education programs designed to increase the effectiveness of giving.
What motivates high-capacity donors and next generation donors to improve their commitment to solving social problems? How do we inspire them to become more strategic philanthropists?
What are the current needs of those practicing philanthropy? How are available resources addressing those needs? What are the unmet needs? What experiences, resources, and information help donors clarify their goals and increase their impact?
How can intermediaries in the donor support ecosystem (e.g., advisors, wealth managers, estate planners, and accountants) expand their understanding of philanthropic best practices and help increase donors’ philanthropic impact?
Below are two of the Effective Philanthropy Learning Initiatives latest editions of their primary tools for Donors & Advisors
The toolkit contains worksheets, an interactive discussion card deck, and the EPLI Philanthropy Planner which donors can fill out and use on their own or share with their family and advisors. Whether you are new to philanthropy or more experienced, whether you are a donor or an advisor—we’ve designed this toolkit to help you focus, reflect, and engage in meaningful conversations and action.
By Judy Park & Kavya Shankar
By Nadia Roumani and Julie Aleman
By Paul Brest and Nadia Roumani
Nadia Roumani, Paul Brest, and Olivia Vagelos
Paul Brest, Nadia Roumani, Jason Bade
curated by Paul Brest