Personal  Asset Advisors

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

Teaching Your

Kids and Grandkids About Money & Values


A New Vision for Family Philanthropy

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!