SVP is bold and bright—and we look a little bit different in each community. We invite you to get engaged in a personal way as you explore this website by selecting your own colors!
Effective engaged philanthropy neither begins nor ends with writing a check; it requires research, self knowledge, authentic relationships, and prudent selection of the right vehicle to achieve the goal. While it is often necessary to respond in the moment to requests for donations or other needs, donors can maximize impact with a little effort given to early planning and proactive consideration of all the ways they can provide meaningful support for needs.
This course aims to start to start the conversation about how to build giving into a financial plan. This course is best taken by participants who are new to wealth planning interested in executing engaged philanthropy.
Resources are below. To see all available courses, visit the SVP Philanthropy Curriculum main page.