Try This One Simple Task to Start Your 2023 Planning
Creating a plan for the upcoming year may seem intimidating, but we’re here to help you along the way. Many people start the new year with ambitious plans, budgets and goals for the year ahead. Before setting these goals, revisit your strategy and grantmaking priorities.
Take Inventory of Your Charitable Giving
While evaluating what was or wasn’t effective with your giving for this year, ask yourself these questions:
- What has changed in the foundation’s target funding community?
- What is needed to address the new landscape?
- Does the foundation have what it needs in its philanthropic toolbox to respond to these evolving community needs?
- To what extent is the foundation able and willing to incorporate new activities into its work?
To help you stay on track with your giving goals all year long, we’ve developed Impact Planning. This tool allows you to easily collaborate with other foundation members to create a plan and track your foundation’s progress in real time throughout the year.