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Nine Goals for Your Philanthropy Experience

Smart Goals

As I prepare for the annual Community Foundation staff and board retreat next week, I have been thinking about goals.

Goals for community impact, board engagement, Community Foundation growth, and Fundholder satisfaction are foremost in my mind. As a staff today, we talked about SMART goals: goals that are Specific, Measurable, Achievable, Realistic, and Timely. How do they apply to you? What are your giving goals? What do you want to achieve when you work with the Community Foundation. Have you clearly defined what and why you are giving? Do we measure up to your expectations when you first joined the Community Foundation? Is it time for a review of your giving plan?

My goals for Community Foundation fundholder experience are as follows:

  1. You feel good, really good, and have a deep sense of well-being and optimism after joining the Community Foundation as a Legacy Society member or making a gift to create your charitable fund.
  2. You are treated kindly and with respect.
  3. You spend your time with us doing what you like best. It could be participating on a scholarship selection committee, going on a site visit with your philanthropic advisor, involving your family in grant decisions and charitable values and causes, bringing your life skills to a group collaborative community project, or socializing with fellow fundholders, Board and staff.
  4. Your time is valued.
  5. You are carefully listened to, and your questions are answered.
  6. Together, we accomplish your complex charitable gift planning in a smooth and efficient process.
  7. You receive philanthropic advising services from the Community Foundation at no or very low cost to you.
  8. Your philanthropy makes an indelible positive impact, as you envisioned.
  9. You and your family are welcomed with open arms and hearts, respected, and remain close to the Community Foundation now and forever.
Your philanthropy experience through the Community Foundation of Northern Nevada is about you, how you are treated, and how your giving accomplished your individual goals and impacts our community.

Do we measure up? How can the Community Foundation achieve the goals above to make your giving experience the best it can be? Are we supporting you as a Professional Advisor? What are your expectations? As we begin the year with a Board retreat, I invite you to a personal “retreat” to discuss your Fundholder or Advisor experience and goals.

Please contact me at 775-333-5499.

Chris Askin, President/CEO

Connecting people who care with causes that matter