Discussing values and money may not always be a comfortable conversation. Introducing philanthropy as a topic for discussion is a useful tool to begin these conversations within your family.
- Discuss and discover—Discuss and discover your values, family history and personal experiences.
- Demonstrate—Transition values discussed into ideas.
- Devise and deliver—Work with your financial advisor to help devise a strategic plan using the charitable giving vehicles that best meet your goals, objectives and unique circumstances.
Discussing and discovering values with all generations of your family will help you build a shared vision, create a family legacy and guide you to take a more meaningful and strategic approach to charitable giving.
It will also help create family cohesion and increase the likelihood that you will successfully transfer your wealth and values through generations.