The Wealth & Giving Forum® was founded in 2003 to promote greater generosity among individuals and families of significant means and to make more resources available for good causes. Through its invitation-only gatherings, regional and topical programs, and publications, the Forum provides a thoughtful, private meeting ground for individuals and families to reflect with their peers on how best to allocate their wealth.

The Wealth & Giving Forum is directed by and for wealth holders who want to discern for themselves and help inspire others about the best way to deploy their resources.

The Wealth & Giving Forum is a unique opportunity for an exchange of ideas among families who are dedicated to making intelligent decisions about their philanthropy.

It is for experienced donors who seek to accelerate and optimize their own giving. And it is for emerging donors who wish to embark on the noble journey of using their wealth to make a difference.

Goals

• To increase annual giving by accelerating the movement of money into philanthropic vehicles and initiatives
  
• To provide greater opportunities for impact thorough collaboration and leverage

Approach

• To establish and maintain a community of individuals and families of great capacity
  
• To provide vehicles for the ongoing discourse and reflection on generosity and the real-time sharing of best practices in philanthropy and social enterprises

Programs and Activities

• Two to three major gatherings annually
  
• Local and topical seminars for the exchange of ideas, experiences, and opportunities
  
• Real-time follow-up to requests for direction, assistance, and support
  
• Secure interactive website
  
• Select publications and regular communiqués

How We Are Different

• Peer-led and directed
  
• By invitation only
  
• Organic networking
  
• Private, safe, and confidential
  
• Creative, unmatched programming