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GIVE WELL

Philanthropic Discovery Path

Giving is an incomparable boost of restoration and true purpose. It begins when you grow tired of the grind for more, more, more. It begins when you realize the grind is not feeding you, but feeding on you—depleting you.

First, you feel it: a hunger for more meaning instead of more cars. Life is finite. You want yours to count. Start here.

Eastport’s Philanthropic Discovery Path is a guided process of self-knowledge, passion, and action. We take you from a shapeless desire for legacy to a plan that will get you there—incorporating your personal history and interests, the structure of your assets, and a plan to measure your impact.

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Here's how the process works.

Impact DNA

1/ IMPACT DNA

First, we capture your backstory. How do your family, personal history, and values impact how you got to where you are today, and your goals for the future?


Then we identify your pillars of impact to create a blueprint for your choices going forward. How, and why, will you ignite a habit of giving into your life? What would give you joy and catharsis?

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2/ IMPACT CAPACITY

Next, we ask the question that will underwrite your giving strategy: not How much money can you give, but How much money do you need?


A Lifestyle Cap rewires your grip on money—or, rather, it rewires money’s grip to you, unlocking resources and aligning your pursuit of money with your personal and spiritual values or faith.

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3/ IMPACT TARGETING

To target your money, leadership, network, influence, or expertise, we orient towards your heart—exploring your focus channels.


What organizations share the same ideals and see the same issues? How are they set up to make the greatest possible direct change? Do you want to build a partnership or new organization to meet an unmet need?

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4/ IMPACT PLAN

Now, the brass tacks: structuring and directing your assets to make it count, both giving and growing your wealth and impact at the same time.


The Impact Plan outlines the pace, style, quantity, and quality of your giving over time, stretching the money you give to its maximum effect and designing to shift as you evolve in your philanthropic goals.

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5/ IMPACT UTILITY CHECK

To chart impact, we embark on a loop of observation. The more you give of your wealth, influence, leadership, and expertise, the more you’ll learn.


The Impact Utility Check is measurement, building in status reports and follow-up to see good change through to fruition—or to make adjustments for the greatest possible effect on a problem or need.

 

 

The Nine Truths of Giving Well

The pursuit and protection of money can swallow you whole, trapping you in fear. The way out is to reconsider the utility of wealth. Once you have what you need (and even what you want), and in every colour—what does your wealth add to the story of you? This is the starting point of your philanthropy.

 

A philanthropic plan is an investment policy for impact.

Giving isn’t only quantitative—a percentage of your wealth—but also qualitative. A plan isn’t complete without consideration of how you want (your assets) to show up in people’s lives.

 

You can’t know when to say yes unless you know when to say no.

It’s not only about money. It’s about influence, leadership, expertise, and access to networks, and matching the right challenges with the right people.

 

Giving does not equal impact unless you first translate your passion into action.

Don’t just figure out how to disseminate assets. Plan well to multiply their effect. Think a basket of apples versus seeds for an orchard.

 

Philanthropic assets need a place to live, and unique shelters.

To fund good work, we need clarity in the heart as well as clarity on a cause’s maturation—organizational zeal, public awareness, change readiness. Choosing the right destination for our funding is as important as knowing our purpose.


Let’s get started

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