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 Directory (PRD)

The PRD is an online tool that comprises of approximately 250+ organizations across the United States that work to support the philanthropic activities of high net worth (HNW) donors.

Go to the Directory

Online course materials on strategic philanthropy

Online interactive resources for learning the strategic frameworks underlying any social program and the methodologies of effective philanthropy. 

Access 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

Guide to Effective Philanthropy

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

Learn More

Wealth Advisor Toolkit

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

Access the Toolkit