Your Philanthropy Roadmap
Giving away money is simple. Giving away money effectively is an entirely different matter.
Our goal at Rockefeller Philanthropy Advisors is to help donors – individuals, families, trusts and foundations – create thoughtful, effective giving programs. Those programs can focus on local community issues, global concerns, or anything in between.
The Philanthropy Roadmap Series
Rockefeller Philanthropy Advisors recently launched the Philanthropy Roadmap, a multifaceted, international campaign to engage and educate donors in planning, implementing and sustaining effective philanthropy programs – with a long-term goal of creating a new culture of great giving.
Funded by a grant from the Bill and Melinda Gates Foundation, The Philanthropy Roadmap program encompasses a suite of tools to guide donors through the processes and practices of thoughtful, effective giving. Such tools include a series of guides on issues that donors might face in their philanthropy, profiles of real-life individuals/families whose giving serves as examples and inspiration (which can be viewed on our Great Givers page), and other resources to help donors.
If you are interested in receiving hard copies of any of these guides, please email info@rockpa.org

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Your Philanthropy Roadmap
Rockefeller Philanthropy Advisors' Your Philanthropy Roadmap is the first in a series of guides to engage and educate donors - notably new and emerging donors - in planning, implementing and sustaining effective philanthropy programs. Part of our Philanthropy Roadmap resources to support effective giving by donors worldwide, this guide sets up the framework for the topics in the series, as well as introduces the approach RPA has been using successfully for some time to guide donors along their philanthropic journey. [Read More]
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Latest Guides in the Series
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The Rockefellers: A Legacy of Giving
This guide reflects on the ideas, values, rituals and legacy of the Rockefeller family's seven generations of giving. [Read More]
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Diversity, Inclusion and Effective Philanthropy
This guide provides a fresh perspective on how social diversity and inclusiveness can be used as practical considerations to achieve more impactful results in philanthropic giving. [Read More]
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Women and Giving
Women and Giving addresses specific considerations for women donors as they approach their philanthropy. [Read More]
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Investing in Leadership
Investing in Leadership focuses on the importance of looking at an organization's leadership as part of the grantmaking process, and offers questions to pose to organizations before giving. [Read More]
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Making Change Happen
Making Change Happen offers guidance on creating an outcome-based giving strategy and monitoring its progress along the way. [Read More]
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Giving in Challenging Times
Times of economic hardship can provide unique challenges and opportunities for philanthropy. This guide looks at important considerations donors should face when giving during challenging times. [Read More]
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Setting a Time Horizon
Setting a Time Horizon discusses some of the main ways to evaluate and decide on the lifespan of a giving program, from spending down a foundation to endowing in perpetuity. [Read More]
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Finding Your Focus in Philanthropy
Finding Your Focus in Philanthropy offers guidance in framing and narrowing issue areas, allowing givers to explore and express motivations and issue areas. [Read More]
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Talking to Your Family About Philanthropy
Talking to Your Family About Philanthropy reviews why you might consider talking with family members about philanthropy and when it might be appropriate. It also looks at how to prepare for such a dialogue and what topics might be covered. [Read More]
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Giving as a Couple
This guide sets out key considerations for donors who give as a couple, and poses questions to help donors examine how they might approach this particular form of partnership. [Read More]
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Assessing Impact
Assessing Impact offers an overview of the very complicated topic of evaluation in philanthropy. It looks at why assessment is important and offers guidance on the development of an appropriate and effective assessment strategy. [Read More] |
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The Giving Commitment: Knowing Your Motivation
Knowing Your Motivation explores the ways through which donors can identify what motivates their philanthropy, and offers suggestions on creating or refining a meaningful giving strategy. [Read More]
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Upcoming Titles
Check back frequently for new Philanthropy Roadmap tools. Here's what's coming up:
| Choosing a Nonprofit WiselySocial EntrepreneurshipImpact InvestingNaming Opportunities and Major GiftsFamily Business PhilanthropyLaunching a Major Project |
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Additional Resources
Philanthropy is in a period of remarkable ferment, and there are many organizations dedicated to studying effective giving. If you're interested in learning more, here are a few good places to start:
Bolder GivingBridgespan The Center on Philanthropy at Indiana University's Million Dollar List