What Is a Charitable Mission?

Simply put, a charitable mission is the reason for your philanthropic activity, whether that activity consists of making financial contributions or providing nonfinancial resources such as your knowledge, network, or time spent volunteering. What is the need in the world that your activity is seeking to meet?

It should be noted that some philanthropists and nonprofit boards prefer to articulate a separate “vision” statement that acts as the North Star. In that case, the “mission” would describe the work you are doing and the strategy you are pursuing, and the “vision” would be the future state that would exist if you succeeded at your mission. However, the two terms frequently are used interchangeably.

Preparing to Create a Mission

If you have decided to craft a mission to guide your charitable activities, consider these preliminary questions:

What is the purpose? Which of the mentioned benefits is most compelling to you? If you are creating a mission statement primarily to guide your own lifetime giving, your process and the audience will be very different from those of someone who is creating a mission statement to help her children figure out what grants to make.

Who should be involved? You can certainly write a mission statement by yourself – in fact, many donors do. However, in that case, it is important to understand that the next set of leaders may never feel ownership, and they may feel more tempted to change the mission when they assume control. Thus, many individuals choose to take a different approach and pitch a big tent and engage the next generation. In their book “Generation Impact: How Next Gen Donors Are Revolutionizing Giving,” Sharna Goldseker and Michael Moody observe that multigenerational teams are becoming the new norm: “People are living longer, with multiple generations of adults active at once. Family funds and foundations today can involve as many as four generations.” If you want your children or others to help guide your giving, consider engaging them in crafting the mission. If part of the reason you established a foundation is to create a project that will bring together your family or to provide an educational training ground for your grandchildren, consider the enormous potential inherent in creating a mission statement together.

How long will this process take? Acknowledge the length of the process. Creating a charitable mission is a multipart process. It is unlikely that you will have a completed mission after one conversation, so create meaningful time and space to focus on the project without other distractions.

Once you have answered these preliminary questions, you can dive into the process of creating your mission (discussed next in this article). Although it involves an investment of time, articulating the meaning behind your charity can result in greater impact over the long run and ensure that your efforts are moving you closer to your North Star.

Mission in Three Steps

1.  Look Back

Successful philanthropists understand the “why” – or the motivational values – behind their giving.¹ Values – or what is most important – often have deep roots that trace back to childhood, including memories of people and events from our early years. To determine how to move forward with your philanthropic mission, it is important to first look back and understand why you give.

The formative experiences of early life often inform charitable intent. For example, one client, a first-generation American, benefited from a full scholarship to college, which led her to a successful and lucrative career. Her giving centers on access to education, and she started a scholarship fund at her alma mater that she and her family continue to fund each year. While growing up, her children heard many stories about the sacrifices their mother made to secure her education, including a colorful array of part-time jobs to pay for her living expenses while at school. Education always came first in their home. As a result, the second generation focuses on education funding as part of the family’s philanthropic mission, even though they did not directly experience the same financial struggles that their mother did.

The experiences that drive mission do not always come from early life; they can also derive from life-changing experiences later in adulthood, such as having a child with a health issue or exposure to a foreign country. Start discovering your own stories, and the resulting philanthropic values, by answering some of the following questions:

• Why is it important to you to give? What has inspired you? Think of specific moments, stories and memories that help you describe your philanthropic motivation.
• What is the most satisfying gift have you ever made? It does not have to be a charitable gift or a gift of money. What about the outcome made you feel good?
• What is the most important gift that you have received? What impact did it have on your life?

2.  Look Forward

Once you have articulated why it is important for you to give, the next step is to consider how your philanthropy can be impactful for others. How does your purpose align with a positive change you want to make in the world? While a separate vision statement is not always necessary, articulating a vision of success can be helpful in focusing your mission. In other words, when you achieve the desired impact, what would have changed?

If the mission is too expansive, it will not provide sufficient direction for giving. Many foundations, even very large ones, often seek to narrow their focus to increase their impact. Mission sometimes starts with a particular social issue, a place, or a population in need, and then is further refined or limited by other criteria. For example, an issue-based mission might focus on environmental conservation, which then would further prioritize a specific region – or even a specific body of water or variety of tree.

A place-based or geographic focus generally prioritizes improving a city, region, or community, and possibly includes multiple facets of the targeted community. For example, the Frey Foundation, a substantial multigenerational foundation in Grand Rapids, Michigan, prioritizes “investing collaboratively in West Michigan to create a better place to live by strengthening its communities, protecting its natural environment, enhancing the arts, and transforming the lives of individuals and families.” In this foundation’s grantmaking, one would expect Western Michigan to be a prerequisite for every grant, even while benefiting multiple social issues and individuals throughout the region. The Frey Foundation mission narrows its grantmaking to specific issues of interest in Western Michigan.

Start with what resonates most with you and your family: an issue, place, or population. Then, use the other categories to further refine your objectives. For example, the purpose of the Couch Family Foundation (included nearby) is to create opportunities for children and families – a wonderful people-focused mission, but too big to accomplish without further refinement. The second sentence of the mission defines where: the Upper Valley Region of New Hampshire and Vermont. Reducing the geographic reach of the mission makes it more viable for a family foundation to tackle. The final sentence gives the foundation a more specific focus on early childhood development without prohibiting grants benefiting children and families outside that space.

3. Write It Down

As a result of the time and reflection dedicated to the first two steps, a few clear ideas should be taking shape. Putting pen to paper can be daunting, but it is important to capture your thinking so it can be revisited and revised as you find the right words and make refinements.

Best practices for drafting a charitable mission statement:

Want to get started creating your charitable mission?

BBH has helped countless families with their philanthropic interests. Our Building Your Charitable Mission Statement worksheet offers a step-by-step guide to creating a mission that reflects your values. To learn more about the tools and resources available, contact your relationship manager or email us at cw&w@bbh.com.