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Instructions:
The Role of a Philanthropic Advisor to A High‐Net‐Worth Individual
5 pages of discussion and 2 pages of excel with the calculations.
This paper requires you to assume the role of a philanthropic advisor to a high‐net‐worth individual interested in donating $1 million to charity. You have done some initial diligence on the sector and have narrowed your client’s choices to three equally reputable 501c3, non‐profit organizations. Your assignment is to pick one and convince the philanthropist to invest all $1 million in your choice (the philanthropist has requested one organization vs. splitting the money). You also will let the philanthropist know how this $1 million should be directed (i.e., restricted donation, unrestricted, endowment, program specific, time specific).
Theme: Women’s Empowerment
You decided you would like to donate to an organization focused on women. You want to make sure that your client’s money will be going to a worthy organization making real impact in this sector. You have $1 million to allocate. Understanding that organizations working in this area might approach women’s empowerment through highly different means ‐‐ grantmaking, women’s education or hands on programs that work with women directly ‐‐ you have narrowed your search to three organizations you think are all doing what they do extremely well (at least at first glance!). You also care about each of their missions equally. Using what you have learned in the course so far (and logic you have learned being on the planet for the past 23+ years), conduct a critical analysis of each organization and, based on your findings, choose one to invest the $1 million. To do so, you must thoroughly analyze each of the three organizations and backup your decision to go with one vs. the others with concrete data ‐‐ not personal opinions ‐‐ including strong analysis of the organizations’ financial health. Your work will be evaluated for objectivity, clear analysis, and a well‐supported argument for the organization you selected.
The three organizations are:
Global Fund for Women (www.globalfundforwomen.org)
Women for Women International (www.womenforwomen.org)
Barnard College (www.barnard.edu)
Information you will need including each organization’s 990 (use most recent year ‐ 2014), Annual Reports & Financial Statements, and program specifics can be found online. Note: Some might have a formal, downloadable Annual Report and others might have equivalent information on their website). You may use any other sources you like as well. 1 1 Note: No need to cite information provided by the organizations via their websites or on their annual report, etc. If you use other sources such as newspaper articles, readings from the Course, please reference in footnotes or endnotes.
There is no right answer. You simply must defend your choice.
GUIDING QUESTIONS Each of the three organizations has a distinct mission and approach to empowering women. In considering where to invest your $1 million, please assess whether each group is meeting its mission (i.e., has the appropriate programs/services, measures impact), whether it has resources available and whether it has the management and organizational capacity to fulfill its mission now, and in the long term. You may use the following questions as a guide. Note: Do not just focus on one organization in your answer, reference all three.
RUBRIC |
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Excellent Quality 95-100%
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Introduction
45-41 points The background and significance of the problem and a clear statement of the research purpose is provided. The search history is mentioned. |
Literature Support 91-84 points The background and significance of the problem and a clear statement of the research purpose is provided. The search history is mentioned. |
Methodology 58-53 points Content is well-organized with headings for each slide and bulleted lists to group related material as needed. Use of font, color, graphics, effects, etc. to enhance readability and presentation content is excellent. Length requirements of 10 slides/pages or less is met. |
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Average Score 50-85% |
40-38 points More depth/detail for the background and significance is needed, or the research detail is not clear. No search history information is provided. |
83-76 points Review of relevant theoretical literature is evident, but there is little integration of studies into concepts related to problem. Review is partially focused and organized. Supporting and opposing research are included. Summary of information presented is included. Conclusion may not contain a biblical integration. |
52-49 points Content is somewhat organized, but no structure is apparent. The use of font, color, graphics, effects, etc. is occasionally detracting to the presentation content. Length requirements may not be met. |
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Poor Quality 0-45% |
37-1 points The background and/or significance are missing. No search history information is provided. |
75-1 points Review of relevant theoretical literature is evident, but there is no integration of studies into concepts related to problem. Review is partially focused and organized. Supporting and opposing research are not included in the summary of information presented. Conclusion does not contain a biblical integration. |
48-1 points There is no clear or logical organizational structure. No logical sequence is apparent. The use of font, color, graphics, effects etc. is often detracting to the presentation content. Length requirements may not be met |
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The Role of a Philanthropic Advisor to A High‐Net‐Worth Individual |
The Role of a Philanthropic Advisor to A High‐Net‐Worth Individual