Consider the following advice, which appears on the Web site of Fidelity Charitable(italics are mine):

“First, determine what’s most important to you. Then figure out what you hope to accomplish. … What three experiences have you found most rewarding? Who did you admire most as a child? Who do you admire now? Why? If you could take small steps to make the world better, what would you do first?”

Fidelity is not alone in urging donors to let their personal values, interests, and concerns guide...


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