Defining Your Philanthropic Purpose: Family Road Map

Overview

With the guidance of “Defining Your Philanthropic Purpose” and this Road Map, donors will be able to chart and gain a better understanding of their family’s hope and plans for a collaborative, meaningful, and effective philanthropy. As a framework for shared strategies and decision making, family members should 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.

Advisor Thinking