When I was in business school, I took a class on investment strategy. One day, my professor wanted to illustrate what a balanced portfolio looked like, so he shared a screen shot of his personal Vanguard portfolio with the class.
For the three minutes that slide was up, the entire class furiously recorded our professor’s investment choices. After all, he was a professor of investment—I felt like we were being let in on the secret to riches.
It turns out there were no ground-breaking investment revelations on that slide. What that lecture did teach me, was the value in seeing an example of an actual person’s investment portfolio. It made me feel one step closer to being able to create one that met my needs and situation.
That’s why this Giving Tuesday, I’m sharing my giving portfolio with you. Similar to an investment portfolio, a giving portfolio is a collection of organisations you give to; in this case over the course of the past year. It’s a great way to take stock of which causes and organisations you supported over the year, and an even better way to plan your giving for the following year.
So, where did our family donate money in 2018? Here’s the breakdown:
But giving isn’t just about donating money, it’s also about giving time and other resources. When looking at your giving portfolio, it’s important to acknowledge these expenditures, too. Here are some of mine:
I hope that by sharing our family’s giving portfolio, you’ll be inspired to jot down your own. It’s a great opportunity to reflect on your giving goals for the new year, or just appreciate what you were able to do in 2018.
If you or your clients need help designing a giving portfolio that fits with your values, do get in touch by emailing email@example.com.
Happy Giving Tuesday!
I am passionate about helping people become informed, empowered and enthusiastic donors. After more than 10 years in the nonprofit/charity sector, I embraced my fear of spreadsheets and got an MBA so that I could help citizens like myself become more strategic givers. Today, I use my unique experiences in both sectors to help people who care deeply about using their money to make the world a better place.