Assignment: Using the information from Janet Bodnar’s book, “Money Smart Women:
Everything You Need to Know to Achieve a Lifetime of Financial Security,” Jack Kapoor’s
book, “Personal Finance”, Tracy Gary’s book, “Inspired Philanthropy: Your Step by Step Guide
to Creating a Giving Plan,” and other readings and data which have been shared from the units,
lectures, class presentations, and other assignments throughout this class, compose a 10-15 page
doubled-spaced compilation paper describing key thought processes, recommendations,
strategies and behaviors that contribute to being a “Money Smart, Inspired and Strategic
Philanthropist and an Emboldened Professional.”
Format of Compilation Paper: Specifically, the elements of the compilation paper should
include the following: a title page including the course name “CADS 3700″ student’s name,
headers on each page, page numbers. The paper should be 10-15 pages in length, typed, double-
spaced, 12-size font with 1-inch margins on all sides. Appropriate documentation must be used
for all references and quotations. Points will be deducted if appropriate format in
references/quotes/sources is not used. See this link for acceptable formats:
https://fp.auburn.edu/writing/writing-center/student-resources/citation-and-research.
Grading Rubric Graphic for Compilation Paper: Note: Students will earn points based on the
inclusion of the following themes in the compilation paper.
Compilation Paper Possible
Points/Percentage
Points
Earned
How do gender roles/distinctions manifest throughout various
life phases and what implications does this have on smart
financial and philanthropic practices?
10 points
What are the key financial strategies and consistent habits that
should be considered and implemented / used consistently
throughout the various phases in life (including events such as
starting out single, pre-marriage, married, raising children,
investing, planning for and living in retirement, getting
divorced, caregiving, widowhood, etc.)
20 points
What is your giving / philanthropic strategy and the key
philanthropic strategies and consistent habits that should be
considered and implemented/used consistently throughout your
various phases in life?The compilation paper should include your values, vision for
change, philanthropic mission statement, giving and
volunteering strategies and how you intend to utilize the 4 T’s
of philanthropy. You can refer to the exercises you completed
from “Inspired Philanthropy.” You should refer to the
philanthropists and nonprofit organizations who / that have
influenced your personal philanthropic quest(s). You should
also include your plan to establish your philanthropic legacy for
future generations. This can include anything from establishing
a donor advised fund, endowment, cash gifts, family foundation,
etc. and/or to leaving assets in your will specifically for
nonprofits and/or causes you believe in.
10 points
The compilation paper should include your thoughts, ideas,
plans and commitment to being an EMBOLDENED
professional. Describe how the knowledge you have learned in
this course undergird your commitment to being an
EMBOLDENED professional and how you will be successful in
your quest to be an impactful professional person.
10 points
What are the financial and philanthropic consequences for
women/men who are NOT “Money Smart” and “Inspiring
Philanthropists?”
10 points
What are various strategies and resources that are available to
assist and guide you to influence others to be “Money Smart
Women/Men?” (This can include organizations such as the
College of Human Sciences Cary Center for the Advancement
of Philanthropy and Nonprofit Studies and its programs such as
the Women’s Philanthropy Board/Camp iCare/REAL Cents
REAL Change, nonprofit groups, the Kiplinger webpage, etc.
for educating others and your offspring about wealth
management and philanthropy.)
10 points
What are your thoughts about students taking this course?
Should all students be required to take this course? What are
your thoughts on establishing a Life eFolio and being a part of
the AU ePortfolio initiative?
10 points
