A Guide to Help Families Focus on GivingA Guide to Help Families Focus on Giving
Help clients create a strategy for their family's charitable giving.
July 24, 2019
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Sponsored by Fidelity Charitable
Your clients are likely discussing charitable giving with their families each year. Equip them with the tools they need to create a unified strategy for their family’s philanthropic efforts. The FamilyForward planning guide is packed with the insights and hands-on exercises your clients need to focus their family conversations and build an effective approach to philanthropy.
This workbook will guide your clients through:
Identifying their family values and developing a giving mission statement
Setting goals related to the family’s charitable giving
Creating a customized, long-term plan to help them give strategically and with greater satisfaction
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