A collaboration with Fidelity Charitable, this primer was created to help clarify your philanthropic identity with reflections and tools around your passions and priorities and to translate your philanthropic identity into effective practices with an overview of giving philosophies, strategies and approaches.
Authors: Elaine Martyn, senior vice president, Private Donor Group, Fidelity Charitable. Tobias Becerra, director, philanthropic strategies, Private Donor Group, Fidelity Charitable. Jason Franklin, founder and principal, Ktisis Capital. Michael Pratt, senior associate, Ktisis Capital.