Philanthropy is more than just writing checks—it’s about making intentional, values-driven decisions that create lasting impact. Inspire Impactful Giving is a highly interactive, 3-hour workshop designed for next-gen leaders in family offices, foundations, and DAFs who want to define their unique giving identity and learn how to maximize their resources for meaningful change. This intimate, high-impact session is designed for those who are ready to move from passive giving to purposeful philanthropy. The workshop fee is $5,000 per participant, reflecting the personalized experience, real-world applications, and exclusive networking opportunities provided.
+ Next-gen leaders in family offices, foundations, and Donor-Advised Funds (DAFs) preparing to engage in strategic philanthropy.
+ Young inheritors looking to define their personal approach to giving and align it with their family’s legacy.
+ Individuals seeking to maximize impact by leveraging their voice, money, time, and expertise for social good.
+ Defining philanthropy: “What does giving mean to you?”
+ Interactive discussion: “If you had $1M to give tomorrow, what cause(s) would you support?”
+ Live polling: Identifying personal values and current family giving strategies
+ Exploring the four types of philanthropic capital:
– Voice: Advocacy, influence, and policy change
– Money: Strategic philanthropy & impact investing
– Time: Volunteering & mentorship
– Expertise: Skills-based giving & supporting social entrepreneurs
+ Self-assessment activity: Identifying strengths and giving preferences
+ Breakout discussion: How to expand your giving approach
+ Defining your legacy: Motivational values & personal philanthropy philosophy
+ The Philanthropy Algorithm: Filtering giving opportunities through values-based decision-making
+ Breakout discussion: Applying values to real-world philanthropy decisions
+ Building connections with peers who share similar philanthropic goals
+ Identifying one person in your community to engage with on giving
+ Final action step: Defining a commitment for the next 30 days
+ Closing reflections & Q&A
By the end of the workshop you’ll be able to:
+ Define Your Giving Identity: Understand your personal approach to philanthropy and how it aligns with your family’s values.
+ Explore Ways to Give: Learn how to create impact through voice, money, time, and expertise.
+ Make Strategic Giving Decisions: Develop a framework for choosing causes and deploying resources effectively.
+ Take Immediate Action: Identify one concrete step to apply your learnings in the next 30 days.
Carrie Rich is a social impact leader who has deployed many millions of dollars in funding for both professional and personal causes.
Under Carrie’s direction as co-founder and CEO of The Global Good Fund, a non-profit organization that catalyzes social impact, GGF has supported 200+ social entrepreneurs from more than 50 countries, providing them with personalized coaching, mentorship, targeted funding, and leadership development resources to help them expand their organizations’ impact. Carrie is also the CEO of The Global Good Fund Consulting and the Managing Director of The Global Good Fund’s sister company, Global Impact Fund, a venture capital fund that invests in purpose-driven businesses, 80% of which are led by women and people of color.
Carrie also is co-author of the Wall Street Journal and Amazon bestseller, Impact The World: Live Your Values and Drive Changes as a Citizen Statesperson, which was published by Wiley in 2022. She is a mom of three and an avid traveler.
This course is designed for next-gen leaders in family offices, foundations, and Donor-Advised Funds (DAFs) who want to take a more strategic approach to philanthropy. It’s ideal for young inheritors and individuals who want to align their giving with their values and maximize their impact beyond just financial contributions.
Unlike traditional philanthropy workshops, Inspire Impactful Giving is a highly interactive and personalized experience. Through real-time discussions, self-assessments, case studies, and guided exercises, participants develop a personalized philanthropy blueprint that aligns with their unique values and family legacy. This is not a passive lecture—it’s a hands-on, transformative experience.
The investment is $5,000 per participant for the 3-hour interactive workshop. This includes:
+ A personalized philanthropy blueprint tailored to your values and impact goals
+ Exclusive access to peer networking opportunities with like-minded next-gen philanthropists
+ Real-world case studies and frameworks for making strategic giving decisions
+ Expert insights and coaching to help you apply what you’ve learned immediately
No prior experience is required! This course is designed to meet participants where they are—whether you’re just beginning to explore philanthropy or already involved in giving and want to make your approach more strategic and impactful.
By the end of the workshop, you’ll have:
+ A clear giving identity aligned with your personal and family values
+ A strategic framework for making philanthropic decisions
+ A personalized action plan with concrete steps to apply in the next 30 days
+ A network of like-minded peers to continue learning and collaborating with
Through live discussions, case studies, and guided reflection exercises, participants will:
+ Explore their personal and family giving values
+ Discover how to create impact through voice, money, time, and expertise
+ Develop a personalized philanthropy blueprint to guide future giving
+ Leave with a clear action plan to immediately apply their insights