Start Your Philanthropic Journey
LET’S GET STARTED
Your Philanthropy Journey Begins
We’re Layo Philanthropic Partners. We’re a philanthropic advisory group that helps people of color create a Joy-Based Giving Strategy and connects them to grassroots and nonprofit organizations committed to making an impact and creating equity and prosperity for all.
We created this workbook to aid you in the first steps of your journey as a philanthropist. Use it as your guide through your planning and our Philanthropy 101 Workshop.
Take a Moment to Reflect
The best journeys start with intention. Use this space to reflect on your journey as a philanthropist and your current experiences.
Q1 What would you give freely of yourself simply because it creates joy for you and others?
Q2 What motivates you to begin this philanthropic journey?
Charitable Giving vs. Philanthropic Efforts
There will always be a need for charitable giving , when we feel a connection to an organization or cause, the moment when disaster strikes and emergency measures are necessary, or to fulfill our duty to a fundraiser or campaign effort. However, with philanthropy, we’re building longterm investment into a cause or organization that leads to sustainable impact and change. We build deeper connections, we prepare for and prevent disaster, and become leaders of change. The best philanthropists have built a strategy.
In this exercise, we want you to reflect on where you’ve given charitably in the past and may still continue to in the Charitable Giving Column. In the Philanthropic column, we want you to write the areas where you’d like to see long-term change or build a commitment. If you’re already committed to a cause, write them below.
Charitable GivingPhilanthropy
I’ve donated quarterly to Women for Women International. They’re often my go to for disaster relief.Women’s Rights
Charitable Giving Impact Philanthropic Strategy
Social Justice
Your Motivation Check-In
What motivates you? Check all of the boxes that are your core motivations for beginning your philanthropic journey.
Social Responsibility
Activism
Community Engagement
Empathy
Compassion
Altruism
Personal Story or Family Legacy
Career or Personal Brand
Personal Fulfillment
My Motivation
Core Beliefs and Memories
Gratitude
Religious or Spiritual
Values
Wealth Management
Tax Benefits
Collective Advisory
Asset Optimization
Transfor or Wealth
Corporate Matching
Do Today
Clarify Your Philanthropic Goals
Consider the scale of impact you can have with a strategic partner helping you reach your goals. Take a few moments to dream up the local, national, and global impact you plan to have through your philanthropic work.
GLOBAL 03
To
LOCAL 01 NATIONAL 02
Build Your Team To Do Today
As you build out your philanthropic strategy, you’ll want a few people by your side. We recommend consulting with a tax advisor or Certified Public Accountant, a Trust & Estates Attorney, and your immediate family.
This quick list can help you take the next steps in connecting with them as we build your strategy. If you don’t currently have a team, we can take the next steps to refer you.
We’ll work with you to clarify your goals, and motivations, and build a comprehensive philanthropic joy-based strategy that creates the impact you want to see in the world and a long-lasting legacy.
LAYO PHILANTHROPIC PARTNERS
01
TAX ADVISOR/CPA 02 TRUST & ESTATES ATTORNEY 03 TRUSTED FAMILY OR FRIENDS 04
Q3
Take a Moment to Reflect
Let’s consider the impact that generosity can have on ourselves and others. With every JoyBased Giving Strategy, we take the time to consider your personal story and the hope for your legacy. In this exercise, consider a moment when someone’s generosity impacted your life in a positive matter. Subsequently, consider what the experience of generosity is like for you.
Q4
Describe a moment of generosity and the impact that it had on your life.
What will your impact be?
What causes are you committed to?
PHILANTHROPY REDEFINED LET’S WORK TOGETHER
We believe that every great philanthropic strategy starts with a heart full of joy and a mind of intention. Schedule your free initial consult with Layo Philanthropic Partners to get started building your Joy-Based Giving Strategy today.
Ready to build your legacy? Get started with a free consultation at LayoPartners.com