Happy Friday! This week I want to share a favorite tool for the holidays: Creating Your Giving Portfolio.

Many of us like to be generous this time of year as we feel the gratitude for all that we have been given.

And it is a wonderful time to pause and reflect on where we contribute financially and with our energy or skills as a volunteer, and to freshen it up!

Read on for a guide to help you discern where you feel invited to donate or volunteer to nurture goodness and healing in our world.

I love this practice and it brings me joy to check in on the places where we have donated this year and to discern new priorities with my children. This year I am inspired by Tree Sisters and Training + Mentorship for Nicaraguan Women Entrepreneurs.

I hope you enjoy this giving portfolio guide and would love for you to share your favorite inspiring causes or organizations below and please share the guide with a friend! Warmly, Courtney

What is A Giving Portfolio?

In the same way that we can (and should) create a portfolio to diversity our investments.

The Giving Portfolio lets us contribute in a whole range of ways to the causes which move us and in support of the changes we desire in our world.

You can approach creating your giving portfolio systematically – like deciding to allocate percentages to certain causes. (For example giving half to issues which are “global” and half to “local” needs.)

Or you can just let it unfold organically.

We tend to do a bit of both in our family – trying to balance between human and green/planet causes as well as local and global issues.

Plus we want to leave room for inspiration or to give just because it feels right.

Here is an example of our current Giving Portfolio. Normally we support three or four at a time, sometimes more.

350.org — a global, green-energy movement to respond to climate change.

NPR  — so grateful for this news source.

Oxfam — we started giving to Oxfam when we were newly married and first returned from the Peace Corps. For us, this donation is a lifeline and a foundation of our family culture. No matter what season of our life and how much or little money we felt we had to spare (in grad school for example, or when our children were small and we dropped to one income for a season) we knew we wanted to be consistent with this one. Oxfam works to end the root causes of poverty. If you are looking for somewhere to give money to aid in the Mexico earthquake relief (or any natural disaster) they are a beautiful option because they are equipped both for immediate relief efforts and the long term support needed for the rebuild.

Tree Sisters is something I have newly learned about and I love the inspiring video (worth a watch!) and approach to greening the world and responding to climate change by nurturing tropical forests. 

and Training + Mentorship for Nicaraguan Women Entrepreneurs is led by a colleague and leader from Nicaragua who sees that empowering women entrepreneurs is the best way to help Nicaraguans navigate this time of political and economic crisis.

You can create a giving portfolio as a family or as part of a book club or other committed small group.

(You can read more about this and the origin of the giving portfolio practice in my life here.)

Now in some moments or seasons of life we don’t need to give more. In fact It is also super important especially for women to remember that giving is only part of relating consciously to money.

First actually comes the earning, then the saving/investing, then the giving. Which doesn’t mean that you can’t give before you have earned and saved a ton – far from it! But it does mean that if we are comfortable in our relationship to the first two aspects of money we will actually be equipped to give more. And from a place of giving well first to ourselves. 

Setting these contributions up as regular donations makes me feel like I am consciously putting my money and life energy toward causes I hold most dear. I feel like these donations are out working for me on the days where all I can hold my arms around is my own health, biz and family. This brings comfort and joy.

Now over to you.

What is in your Giving Portfolio?

Is your Giving and/or Volunteering wanting to grow or shift toward new passions?

Can you let yourself also choose to rest as part of a broader cycle of renewal or do you always feel like you “should” be doing more?

Leave me a comment below.

I’d love to hear! Courtney

Courtney Pinkerton is a certified life coach and the author of the Amazon bestseller, The Flourish Formula: An Overachiever's Guide to Slowing Down & Accomplishing More.

Courtney is an inner life coach and Enneagram mentor. She helps conscious women (and a few amazing men!) to pursue their most salient creative, professional and quality-of-life dreams and to discover more pleasure in their everyday.

She has dual master’s degrees from Harvard Divinity School and Harvard Kennedy School, is a certified Wayfinder life coach and has been studying the Enneagram with master teachers for over a decade. After selling their house and all their belongings and spending a year in Nicaragua tutored by their neighbors in the art of slowing down and living more, Courtney and her husband and their three children now make their home in a co-housing community in Asheville, North Carolina.


Want to get the latest from Courtney?

Sign up here and receive a digital copy of The Flourish Formula... Which has earned Amazon best-seller status in Meditation, Time-Management and Life Skills!!