Selection Criteria

Background and task group purpose:

Following consultation with a Maggie’s Giving Group Criteria Selection Task Group that met in early April, 2018, a decision was made to make the annual selection of two worthy charities to research and select become a bit more compassionately organized and focused:

  1. Rather than having all eligible charities that are nominated by Chicory Wealth clients be equally considered by that year’s board, …
  2. We will use three distinct “buckets/categories” of charities that will still fall into the broad overall criteria of having a high likelihood of appealing to a significant number of the people making nominations, and
  3. Each rotating year we will give BONUS points and thus emphasis to JUST ONE of those categories of charities.

ANY charity can still be nominated, but clients and the Maggie’s Giving Group board will be inspired to give certain types of charity more attention in some years. This gives some charities that historically never get selected more of a chance.


Listed below are the categories and their planned focus years:

2018 & 2021 — People

2019 & 2022 — Animals

2020 & 2023 — Environment/Sustainability


Continuing criteria for any/all non-profit nominations:

  • Must be an IRS 501(c)3 qualified charity
  • Serves a vulnerable/underserved population
  • Appeals to a broad demographic
  • Has a clear and compelling mission
  • Money will make a real impact on individuals, animals, or environment
  • Is local to metro Atlanta or is a small global organization
  • Directly provides services with tangible results
  • Is well-managed
  • Is a sustainable organization
  • No repeat beneficiaries
  • Two different types of organizations will be chosen each year
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