（1）Introduction to the DAF-SPT Project 

The DAF- Strategic Philanthropy Training (SPT) Project (hereinafter the ‘DAF-SPT Project’) is a training project established by the DAF Family Legacy Office with the DAF Charity as the donor. The Training Project targets professionals, with relevant courses, taking strategic philanthropy planning as the main training content, with the purpose to provide professionals with knowledge in the field of strategic philanthropy and promotes their philanthropic planning abilities, fulfill social responsibility, and create social value.

In the initial stage of the Project, the DAF-SPT Project will combine excellent educational resources in the field of strategic family philanthropy in a non-profit form and will start from creating, enriching, and promoting the video/audio courses in the field of family strategic philanthropy, and proceed to organize various forms of charitable training in this area, thereby advocating the concept of family strategic philanthropy and helping the development of family philanthropy affairs. 

（2）Objectives of the DAF-SPT Project

The DAF-SPT Project is aimed at achieving following objectives:

a) To Professionalize Philanthropy: To teach learners the basic expertise in guiding clients in allocating strategic charitable assets, such as domestic and overseas family development strategy and management, family trust, charitable trust, family tax planning, family business management, legal compliance and risk of family affairs, and so on;

b) To Strategize Philanthropy: To impart the concept of strategizing philanthropy to learners and equip them with necessary skills, in order to enable them to guide their clients in designing strategic philanthropy framework;

c) To Advocate Building Accountability Through Professionalism: To encourage learners to join in charitable affairs, improve their expertise in philanthropy, advocate building accountability through professionalism, and support Chinese non-profit organizations in building up their accountability;

d) To Add Charitable Tools to the Management of Relationships with Clients: To explore a new type of philanthropic mission-based relationship between learners and their clients; to help professionals guide their clients in opening DAF charitable accounts so that the contribution of charitable assets can become an important part of the strategic allocation of donors’ overall assets; to explore ways to manage, stabilize, and maintain their relationships with clients through charitable tools.

（3）The relationship between the DAF-Pro Bono Training Project and the DAF-SPT Project is as follows:

① Differences between the Two Training Projects

    (a) Different strategic goals: The ‘DAF-SPT Project’ has a different strategic goal to the ‘DAF-Pro Bono Training Project’. The ‘DAF-SPT Project’ provides professionals with knowledge in the field of strategic philanthropy and promotes their philanthropic planning abilities, assisting professionals so that they can help individuals, families, and corporations achieve their strategic philanthropy planning goals, fulfill social responsibility, and create social value. The ‘DAF-SPT Project’ intends to practice the ‘Quality Completeness Strategy’ by covering all the knowledge in the field of strategic philanthropy required by the learners in the planning of the Training Project Curriculum System and the design of the training content.

    (b) Different content of the training courses: The content of the training courses of the ‘DAF-SPT Project’ is different to the content of the training courses of the ‘DAF-Pro Bono Training Project’. The ‘DAF-SPT project’ mainly focuses on courses related to strategic philanthropy planning. The early stages of the ‘DAF-SPT project’ aims to integrate excellent educational resources for public welfare and conduct training in the field of strategic family philanthropy with the business starting point of producing video/audio and optimizing courseware in the field of strategic family philanthropy.

② Connections between the Two Training Projects

    (a) The ‘DAF-Pro Bono Training Project’ and the ‘DAF-SPT Project’ have the same or similar operation model: The ‘DAF-Pro Bono Training Project’ and the ‘DAF-SPT Project’ have the same or similar operating model in terms of organizational structure, curriculum planning, video/audio course production, recruitment of learners, special training, study visit program, externships, closing ceremony, and so on.

    (b) The ‘DAF-Pro Bono Training Project’ is the basis of the ‘DAF-SPT Project’: The ‘DAF-Pro Bono Training Project’ trains and prepares outstanding professionals for the ‘DAF-SPT Project’ by empowering professional volunteers, in order to promote the construction of professionals’ strategic philanthropy planning capabilities.

    (c) The ‘DAF-SPT Project’ is a more personalized and in-depth extension on some parts of the ‘DAF-Pro Bono Training Project’: In terms of training content, the ‘DAF-Pro Bono Training Project’ covers part of the content of the ‘DAF-SPT Project’. The ‘DAF-SPT Project’ is a more personalized and in-depth extension of part of the content of the ‘DAF-Pro Bono Training Project’, while courses of the ‘DAF-SPT Project’ are more specific and practical. The courses planning of the ‘DAF-SPT Project’ currently focuses on four main principles:

        Learner-orientation Principle: The overall planning of the ‘DAF-SPT Project’ courses will be oriented to the needs of the learners, and the courses will be gradually added and improved according to the needs of the learners in specific business areas.

        Contextualization Principle: The ‘DAF-SPT Project’ will gradually lead into systematic and professional training courses domestically and internationally, such as the Society of Trust and Estate Practitioners (STEP), Family Legacy Coach, and so on. The ‘DAF-SPT Project’ will customize and adapt these original courses to meet the needs of learners in different situations and to truly enable them.

        Foundation-building Principle: The core of the ‘DAF-SPT Project’ is to provide learners with courses related to ‘strategic philanthropy’ to achieve the goal of empowering learners to carry out strategic philanthropy planning. In order to further help learners strengthen their foundation, the ‘DAF-SPT Project’ will also broaden their ‘knowledge map’ around the topic of ‘strategic philanthropy’ by offering courses on family development strategy and governance, family trusts, charitable trusts, family tax planning, family business management, family compliance and risk, and governance of non-profit organizations. Through the learning of these courses, learners will deepen their understanding of ‘strategic philanthropy’ and strategic philanthropic planning will no longer be ‘water without a source and wood without a foundation’.

        Incubation and Integration Principle: Through the empowering training of the ‘DAF-SPT Project’, professionals can eventually combine philanthropy, business and mission to achieve business development, resource pooling and organizational incubation.

Considering that the ‘DAF-Pro Bono Training Project’ is the basis of the ‘DAF-SPT Project’, during the initial stage, the DAF Family Legacy Office and the DAF Charity will set the launch of the 'DAF-Pro Bono Training Project’ as priority, while preparing for the ‘DAF-SPT Project’ at the same time.

For more information of ‘DAF- Strategic Philanthropy Training (SPT) Project’, please refer to ‘Official Website of the DAF Family Legacy Office’-‘Introduction’-‘Business Documents’, acquire the Memorandum Regarding the DAF- Strategic Philanthropy Training (SPT) Project.