With so many great causes, and a variety of ways to support them, more and more families are planning their philanthropy together. Not only to establish a family legacy but as a means to develop shared values and teach children about social responsibility.

Our Guide to Family Philanthropy is a simple workbook intended to help your family create a flexible philanthropic plan tailored to your priorities and preferences. It can help you identify the things that matter most to your family and build a meaningful plan that reflects your collective values and giving goals.

It can be a very rewarding and engaging activity for you and your family to discuss philanthropy together and it’s never been easier to get started!  Simply download and share our guide (below) with each family member and set-up a time to get everyone together to start the planning process. Have fun!

Alternatively, one of our staff members can also join your family meeting and help facilitate a discussion and completion of this guide. Don’t hesitate to give us a call to find out more.