Three Steps to Increase your
Family’s Charitable Impact

Learn how to Create Your Family Giving Plan Today!

Exploring your family’s charitable interests is a journey, just like taking a road trip. You can map out your ideas while you discover common goals and strengthen your family bond. A family giving plan can be the roadmap you need to help you achieve your goals. Here are a few things to try:

Share your giving stories

Gather family members to share their experiences about supporting their favorite nonprofits. Mention anything you would have done differently or would like to try in the future.

Explore your values

Write down each family member’s values on a piece of paper and share why they are so important to you.

Name the areas where you want to help

Explore what you are most concerned about and how you would like to make a difference together.

When you’re ready to plan your family’s charitable giving roadmap, we can steer you in the right direction.