Defining Your Philanthropic Purpose: Family Road Map

Along with the guidance of “Defining Your Philanthropic Purpose,” this Road Map workbook will provide donors and their family members with the ability to chart and gain a better understanding of their family’s hope and plans for collaborative, meaningful, and effective philanthropy. As a Road Map, it can become a framework for shared strategies and decision making while strengthening the family engagement in philanthropy.

Family members should also consider their Road Map as a living draft to test as they practice philanthropy together and learn more about their motivations, values, priorities, preferred giving styles, and shared philanthropic purpose.