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TOOLS & RESOURCES
All the tools created for this site, plus additional resources to assist as you continue on your journey to give smarter.

Charitable Giving Tools

Tools to help you plan and get more joy out of giving.

Mission statement worksheet

Create a personal mission statement to guide your giving.

Action plan worksheet

Develop your giving goals and action plan.

Nonprofit checklist

The questions you should ask every nonprofit.

Charitable planning calculator

Run the numbers on your giving to increase your charitable impact.

Securities donation calculator

See the tax advantages of contributing long-term appreciated securities.

Charitable Giving Resources

Additional organizations that offer information to help donors give effectively.

Bolder Giving

Bolder Giving is a national nonprofit that inspires and supports people to give at their full lifetime potential toward a just and sustainable world.

The Bridgespan Group

The Bridgespan Group is a nonprofit resource for mission-driven organizations and philanthropists.

The Center for Effective Philanthropy

The Center for Effective Philanthropy is a nonprofit organization with a mission to provide data and create insight so philanthropic funders can better define, assess, and improve their effectiveness and impact.

The Center for High Impact Philanthropy

The Center for High Impact Philanthropy is a multidisciplinary nonprofit that provides independent analysis and decision-making tools to ensure that philanthropic funds have the greatest possible impact.

Exponent Philanthropy

Exponent Philanthropy is a vibrant membership organization that provides the resources and connections that help funders make the most of the minutes they have and the dollars they give.

Foundation Center

Through data, analysis, and training, the Foundation Center connects people who want to change the world to the resources they need to succeed.

Find to Fund

Find to Fund provides a web-based forum where serious philanthropists and their advisors can consider a wide range of curated philanthropic initiatives.

National Center for Family Philanthropy

The National Center for Family Philanthropy is the only nonprofit resource dedicated exclusively to families who give and those who work with them.

Research on Giving and Generosity

Additional reading on the growing body of research examining the biology, psychology, and sociology of generosity.

The Science of Generosity Initiative

The Science of Generosity initiative at the University of Notre Dame aims to bring together diverse approaches in order to create a field for the study of generosity in all its forms.

Greater Good Science Center

The Greater Good Science Center at University of California-Berkeley studies the psychology, sociology, and neuroscience of well-being, and teaches skills that foster a thriving, resilient, and compassionate society.

Giving and Planning Report

The Giving and Planning survey report explores Fidelity Charitable donors’ yearly giving objectives and long-term philanthropic plans, and how these approaches vary across age, life stage, gift size, and gender.

TAKE THE FOUR STEPS TO SMARTER GIVING

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