Services To Individual Donors and Families Private benefactors frequently look to me for help with the following issues: Matching philanthropy to the donor’s personal values and interests. Setting vision, mission, and goals, choosing between general or focused giving, and establishing operational policies and funding guidelines. Determining the best way to direct philanthropic dollars among choices ranging from annual checkbook giving, creating a foundation, using an alternative vehicle such as a community foundation. Considering the most effective giving structure to establish; supporting legal and tax advisors in establishing those structures. Providing for involvement and governance by donor family members. Mentoring and coaching individuals and family members new to philanthropy, including younger family members. Planning inter-generational giving strategies and establishing family funding collaboratives. Establishing procedures for due diligence, resource stewardship, and adherence to applicable laws and regulations.