March 11, 2018

Awareness: Links and Tools

Establishing the need for conversations about family wealth and the importance of philanthropy in successful wealth transfer.
March 11, 2018

Exploring: Philanthropic, Conversation, Questions

Understanding a Family’s Background and Values Describe two or three events during your younger years that most impacted your view of life? What people helped shape your values and most influenced who you are today? Have your perceptions of your parents changed since you were a child? How? During childhood, most of us learned about money either through the teaching or example of our parents. Which of these money lessons from your parents have carried over into your adult years, specifically related to giving? As you think about past gifts can you tell us about a gift or two that […]
March 11, 2018

Tools: Additional References

How to assess needs, opportunities, and options for use of charitable tools
March 11, 2018

Action: Further Resources

Practical steps for families to become inspired givers