Anne McKune - How to Create a Mission Statement to Focus Your Philanthropy and Charitable Giving
Investing, Philanthropy and Values Part II
HIGHLIGHTS
- An introduction to the Community Foundation of Louisville (CFL) and Anne’s role within the organization
- Anne’s background and what led her to her current work with CFL
- Working with donors to help them create a mission statement for their philanthropy
- Challenges people face in the process of customizing their mission statement
- High level questions to help clarify for the fundholder their thoughts on philanthropy and charitable giving
- An exploration of how “Money Messages” have informed assumptions about money and wealth
- Examples of the differences in approaching the process with an individual, a couple or a family group
- Philanthropy and Investing - bringing values to both
- How Anne brings values into her personal money life
RESOURCES MENTIONED IN THIS EPISODE
- Smart & Soulful Money® Podcast Episode 003: Trisha Finnegan: http://smartandsoulfulmoneypodcast.libsyn.com/episode-003-smart-soulful-money-podcast-trisha-finnegan
- Money Messages Tool: http://technogoober.net/pdf/money_msg.pdf
- Carrie’s ‘Smart & Soulful Money Values Circle’: https://static.wixstatic.com/ugd/6a1b05_c12f46149c64459eba72a06a327632e3.pdf
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