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Element 5 of 10 Philanthropy & Social Engagement Level II · Core

Making a Difference

Effective Philanthropy and Social Engagement — the disciplined approach to giving while living, and to shaping what you leave woven into the lives of others.

What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.

Pericles

Funeral Oration, 431 BCE

Fully onlineSelf-pacedOn demandEstimated duration 6–8 weeks

Course overview

Modern philanthropy has changed. The passive era of checkbook giving is being replaced by active, engaged, more personal giving — "giving while living" with intent, focus, and measurable impact.

This Core course teaches you a professional approach to philanthropy and social engagement — from clarifying purpose and selecting causes, to working with grantees, to measuring real impact. Philanthropy can also be the glue that binds an extended family together, and a cornerstone of multi-generational legacy.

Who will benefit from this course

For every family member who shapes what is given — and those who help carry it out.

Family Leaders: Current & Future
NextGen Members
All Other Family Members, Spouses & In-Laws
Family Office Professionals & Advisors

The journey you will take

Eight steps. From intent to impact.

By the end of the course you will have a complete philanthropic plan — purpose articulated, initiatives selected, grantee relationships professionalised, programs of social engagement defined, and progress measurable.

Click any icon to see what you will learn

Module 01

Supporting course materials

Everything you will get from us to succeed in this course.

Course instructors

Mark Haynes Daniell

Mark Haynes Daniell

Founder & Chairman

Full bio →
Sara Hamilton

Sara Hamilton

Family Office & Ecosystem

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What you create here

Real intent. Real impact.
And a family bound together by what it builds.

By the end of this course your family will have a complete philanthropic framework — purpose, action plan, grantee policies, and the metrics to magnify your impact and pursue it deliberately for generations.

Purpose & plan

The Statement of Philanthropic Purpose, Vision and Values, overall goals and targeted results, family responsibilities and the working plan of action that turns intent into deployment.

Practice & impact

Working policies for making grants and managing grantee relationships, the metrics that measure progress, the communication plan that keeps the family aligned, and the investment policy that funds future commitments.

Philanthropy is increasingly the glue that binds an extended family together across generations — the cause that gives the next generation something meaningful to inherit beyond capital.

Give well, give while living

Build the professional philanthropic framework that turns intention into impact — and binds your family around what it builds together.

CHF 2,500 lifetime access

Get it now →

Enrollment is open year-round. Access to the CourseBook and templates is immediate.