Doing good, well.

LGT’s Guide to Strategic Philanthropy is designed for anyone who wants to use their resources to have a positive impact in the world.

You may already be giving financially, investing in line with your values or volunteering at organisations you have come across through friends or travel, or that have impacted you and your family.

You may have accumulated or inherited wealth and want to use some of it to do good. You may be at an inflection point, such as selling a business or your children leaving home, which leaves you with more free time.

Or perhaps you have reached a personal milestone, or are looking at the world or an issue you care about and want it to be different, better, less unjust or more equitable.

This Guide is written for philanthropists and is designed to support you on your philanthropic journey, whether you are just starting out, refreshing your approach, engaging new family members in your giving or seeking to leverage your impact after many decade

This Guide is written for philanthropists and is designed to support you on your philanthropic journey, whether you are just starting out, refreshing your approach, engaging new family members in your giving or seeking to leverage your impact after many decades.

It aims to help you identify causes you care about, add value and have the most impact you can with the resources at your disposal. The idea is to encourage you to be bold and brave without causing harm, to focus and to develop confidence, skills, and expertise.

The aim of this guide is to help you move beyond reactive giving, which leaves you unsure if you have made a difference, towards proactive problem solving, strategic programming and, hopefully, sustainable, and scalable strategic interventions.

This Guide is cause-neutral. Philanthropists choose the issues and the organisations they support for good and often personal reasons. You are influenced by your life and family experience, by your religious, spiritual, political, and moral beliefs.

You may want to give where you think the need is greatest, where you feel you can have the biggest impact, or can get the best social and environmental return. There is no right or wrong way to make these choices, what is important is that your philanthropy feels right for you and your family.

Over four chapters, LGT shares its experience of social and environmental impact gained from working with philanthropic leaders and families, non-profit organisations, social enterprises, communities, multilateral agencies, and governments across 70 countries.

• Chapter 1 encourages you to focus on what you can bring into your philanthropy; we want you to consider your motivations and values, explore your philanthropic focus and aspirations, and we highlight some of the different ways you can structure and manage your giving.

• Chapter 2 explore how social and environmental change occurs through the lens of a strategic philanthropy framework, the importance of understanding root causes and the system within which the problem you seek to address happens, and the many different approaches you can use to achieve change. It also touches on measuring and evaluating your impact and focus on learning and supporting systems change.

• Chapter 3 considers some philanthropic frames and approaches that can help you make your interventions sustain- able and scalable. It also explores some of the different ways you can bring leverage to increase the positive impact on the issues you care about.

• Chapter 4 considers more advanced ways in which you can grow and use your leadership and influence to involve your family and align your business and investments with your philanthropic aspirations.

There is also a simple strategic framework developed by Philanthropy Insight (Pi) to help you identify your philanthropic goals and values as well as other exercises and tools, techniques, and tips. For deeper focus, there are suggestions of additional reading materials and case studies profiling a diverse range of philanthropists.