Sharing Values Through Philanthropy

Discover how philanthropy could bring your family together

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 to 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 you will successfully transfer your wealth and values through generations.


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Sharing Values through Philanthropy

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