Step 2: Make it a Family Affair

By engaging the entire family in developing your philanthropic plan, you help create a legacy that will extend into the next generation and beyond. Intergenerational discussions about your philanthropic goals creates a bond between all family members and provides an opportunity for those youngest members of your family to participate in financial planning activities. Engaging younger generations is an excellent way to help teach them about shared family values, financial stewardship, and that philanthropy is a tool that can help make the world a better place.

Resource Tip: For more information, visit the National Center for Family Philanthropy


Begin Creating Your Family’s Legacy with These Simple Tools

BackNexT: Step 3