Aligning Philanthropic Vision with Your Mission and Values

Judy Saxe, AEP®, CAP®
April 11, 2017

Earlier this month, we were pleased to introduce our three-part video series about strategic philanthropy. In Part I, we learned what it means to be strategic and how to begin to engage in the process. Then, in Part II, we explored some of the most common methods of giving and examined some of the things that can sometimes go wrong during a giving campaign. In Part III, our series...

Earlier this month, we were pleased to introduce our three-part video series about strategic philanthropy. In Part I, we learned what it means to be strategic and how to begin to engage in the process. Then, in Part II, we explored some of the most common methods of giving and examined some of the things that can sometimes go wrong during a giving campaign.

In Part III, our series concludes with a discussion about alignment—specifically, how to align your philanthropic strategy with your own or your family’s mission, vision and values. This is not always an easy thing to do, which is why we recommend going back and watching Part I and Part II before beginning the third video, an advanced and final session in this series.

In addition, we will answer the following questions:

  • When does strategic philanthropy start to get “tough” for families?
  • When and how do you say “no” to requests from friends and family that don’t align with your values?
  • What is the difference between “outputs” and “outcomes”?
  • How do you pass down your vision to the next generation? Can you “rule from the grave”?
  • Is the work ever truly done?

Joining me once again is Janet Atkins, founder and CEO of Ridgeway Philanthropy and a recognized expert in helping individuals, families and their charitable entities develop strategic and values-based methods of giving.

At CIBC Atlantic Trust, we are focused on helping our clients not only manage and preserve financial wealth, but also to engage in family legacy planning to determine the purpose of that wealth and the values, goals and history that should be shared across the generations.

To watch Part III, click the button below:

For Parts I and II, see below:

We thank you for watching our strategic philanthropy video series. For additional resources, visit cibcatlantictrust.com or contact a CIBC Atlantic Trust advisor today.

Judith A. Saxe, AEP®, serves as director of research and education for the Wealth Strategies group at CIBC Atlantic Trust. In this role, she leads firmwide education initiatives concerning various topics related to trusts, estates, multi-generational legacy planning and more.