(PRIVATE INDIVIDUAL DONOR)
MOVING FROM HUMAN ATM TO INTENTIONAL GIVING.
Client
(PRIVATE INDIVIDUAL DONOR)
Services
Giving Well Experience
Create Impact Giving Strategy
Design & Manage Giving Process
Identify High Impact Opportunities
Evaluate Gifts Annually
A 'no' can mean a better 'yes'.
Problem:
This philanthropist felt like a human ATM, giving to anyone who asked and feeling guilty for saying, “no.” She wanted to give more effectively and develop a legacy she could be excited about.
Solution:
Vario helped her discover her passions and how to focus on the difference her wealth could make in the world. Together we developed a clear strategy to make her giving (time, talent and wealth) more meaningful and effective.
Results:
Her giving has become more focused and intentional because each “yes” and "no" is more meaningful, and easy to convey. She says her giving now brings her great joy and she is confident that it is making the impact she desires.