An “Outside” Purpose:

● To create positive change in the world through charitable giving.

An “Inside” Purpose:  

● To function as a vehicle for strengthening family ties, educating younger family members, and transferring family values from one generation to the next.

“Don’t ask what the world needs; ask what makes you come alive and then go and do that.  Because what the world needs is more people who have come alive.”  -- Howard Thurman

The Purpose for a New Vision for Family Philanthropy

●          Instill Values and Traditions

●          Maintain Family Ties

●          Deepen Social Consciousness

●          Increase Personal Fulfillment

●          Train Future Generations

●          Preserve Family History

The Family Philanthropic Adventure ~ Connecting Families, Changing Lives

“How wonderful that no one need wait a single moment to improve the world.”  -- Anne Frank

Are you ready for a real adventure?   

The Family Philanthropic Adventure has been built to equip you and your family for an adventure into the transforma­tional world of philanthropy—the art and science of intelligently giving money and other resources to worthwhile causes in your community—or around the world.  

This toolkit will guide your family along a learning journey with seven steps and seven optional enrichment activities.  You’ll pro­ceed at your own pace.  The whole process could be completed in as little as a couple of hours or you could take several weeks.

Along the way, you’ll learn about yourself and the other members of your family group.  You’ll discover there are many outstand­ing organizations in your area that are doing wonderful things and who need your help to do even more.  You’ll apply a prov­en process to assure that your charitable dollars are wisely and thoughtfully invested.  

Most importantly, you’ll find the joy that comes from giv­ing from the heart and looking outside yourself.  You’ll come alive to new possibilities for making a difference.   

This adventure is certain to enrich your life.  Again and again.  

Note: even though this is designed for families, the process will work for almost any type of group.  Experiment and see how much fun giving can be!    

Teaching Your

Kids and Grandkids About Money & Values

Personal  Asset Advisors

To learn more and to purchase tools for your own Family Adventure in Giving, please visit:


A New Vision for Family Philanthropy