The Effective Philanthropy Learning Initiative

Tools & Prototypes

Tool Design and Development

an illustration of three figures sketching out ideas on a white boardA core function of EPLI is to use what is learned from the research to design, develop, and prototype resources that help HNW donors – and the intermediaries who support them – increase the effectiveness of their giving. All tools designed by EPLI will eventually be available through a Creative Commons license. Until then, you can find a selection of some of our completed tools below.





Select Tools & Prototypes

Philanthropist Resource Guide (PRG)

The PRG is an online tool that comprises of approximately 200 organizations across the United States that work to support the philanthropic activities of high net worth (HNW) donors.

Go to the PRG

Online, interactive strategic philanthropy course

An online course by Professor Paul Brest that teaches the essentials of nonprofit and philanthropy strategy. At the end of the course you will have a strong foundational understanding of philanthropic planning and evaluation.

Go to the course

Giving Compass online platform of curated tools for HNW donors

EPLI led the research that resulted in the Giving Compass, an accessible online resource for high net worth donors who are seeking materials on effective philanthropy.

Learn more

Millennial giving calculator

The calculator was designed for millennials to calculate their annual giving contribution as a percentage of their disposable income.

Learn more

High Net Worth Donor Guide

A practical guide for HNW donors that covers all aspects of being a philanthropist (in development).

Wealth Advisor Toolkit

A practical resource for wealth advisors to help their HNW clients develop and implement their philanthropic plan.

Learn more

Follow The Leader

An interactive database that aggregates data on select grantees of the largest private US foundations (in development).