Family Philanthropy Case Study: Initial Meeting with Couple

This case study gives you practice in navigating a couple’s differing philanthropic goals in your first meeting with them. The Philanthropic Initiative (TPI) developed it for community foundations in 2007.

The role play exercise requires at least four people – a facilitator, two people to play the couple, and one person to play the foundation staff member. It also requires the staff member’s familiarity with TPI’s Giving Together: A Workbook for Family Philanthropy or similar tools and processes.