The GiveWisely series was created as a way to assist donors in developing their own approach to their personal philanthropy—by thinking strategically and learning from a group of like-minded peers.


The goal of GiveWisely is to empower individuals to discover their core values and help them think critically about how they give. GiveWisely offers participants an opportunity to look deeper into what motivates them to give, so they leave the class with a clearer idea of which issues they want to support, the knowledge of how they can go about doing so, and the ability to say “yes” or “no” powerfully, depending on whether an opportunity is aligned with their own focus. 

Grant Requirement:
Course attendees will participate in a facilitated off-site visit of a local non-profit.

A $500 tax-deductible contribution to CFT is required of each participant. They will direct the gift to the nonprofit of their choice at the end of the class.

Class Fee:

CFT fund holders will not be charged a fee for participation. Individuals who are not current CFT fund holders will pay a fee of $150 per individual for the 1-Day Course.

Session Topics Include:

  • Identifying Your Values
    What are your core values? How do they show up in your giving- or do they? Discussing values, personal giving statements and charitable budgets.
  • Pinpointing Your Passions
    This session will guide you through further identifying your philanthropic values, goals and legacy- and effectively communicating your giving philosophy with family, friends and the nonprofit community.
  • Evaluating Effectiveness 
    Understanding community needs and assessing nonprofits to bring your personal perspective to bear on solving community problems. 
  • Beyond the Class: Keeping Focus and Impact in Your Giving 
    Finalize your personal giving statements and your charitable budget for the year ahead in this workshop session.

Read about how Christine and Dana Allen participated in GiveWisely 


Elizabeth Liser
Donor Services Director


Our Key Programs:

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