Philanthropic Roadmap® Workbook — Strategic Philanthropy, Ltd.

Philanthropic Roadmap® Workbook

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Client Information
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Vision & Goals
2
Values
Select up to 6 values. Selecting a value reveals a question below.
3
Focus Areas
#OrganizationAmountPurpose of gift
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Mission Statement
Use the template below to draft an initial mission statement, then refine it in the field beneath.
We believe that . We seek to for by funding and supporting in .
5
Giving Strategy
Grant size preference
Fewer, larger gifts vs. many smaller gifts?
Stage of organizations you want to support
Seed / startup, proven ideas needing scale, or established / ongoing work?
Direct service vs. systems change
Work that directly helps people, or addressing root causes and promoting policy change?
Beyond-the-grant engagement
Technical assistance, board service, advocacy, collaboration with peer funders?
6
Next Steps & Reflections

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