Executive Summary

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.

Key Points

  • 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.


Sharing Values Through Philanthropy