Effective Personal and Family Grantmaking

Unit Code: HPI604

Credit Points: 12.5 Credit Points

> Related Course/s
> Teaching Methods
> Assessment
> Aims & Objectives
> Generic Skills Outcomes
> Content
> Reading Materials

Related Course/s:

Aims & Objectives:

This unit introduces students to the planning and operational aspects of social investment from individuals or families. Individual givers are located within a number of philosophical frameworks to account for their philanthropic behaviour. The complex and sensitive personal and cultural dimensions of private giving are explored to enable the identification of appropriate means for incorporating these into operational arrangements. The governance and legal obligations of alternative structures are analysed.

Teaching Methods:

A combination of presentations, discussion, practical activities and where appropriate, experiential activities.

Assessment:

Reflective journal, Analytical report and participation

Generic Skills Outcomes:

On completion of this unit, students will be able to: analyse the issues that support or constrain private and family giving; identify social theories that effect family and private giving; enumerate decision-making process and models; and provide management models for family and private social investment,

Content:

• Definitions, issues and debates concerning personal and family grantmaking and giving
• International models of personal giving
• Giving and its motivation
• Family philanthropy in history
• Family culture and dynamics
• Consensus, cohesion, power sharing and diversity
• Succession and intergenerational issues
• Priority setting in management and administration
• The role of the founder, outsiders and generations
• Philanthropic structures-legal framework and governance
• Investment issues for foundations and charitable trusts
  

Reading Materials:

A set of current and relevant reading is being developed.