A focused Family Philanthropy Strategy Session

For individuals, couples, and families who give generously but feel their philanthropy is scattered, reactive, or unclear.

Together, we explore:

• your values;

• priority causes and communities;

• your current giving;

• giving goals;

• an appropriate giving budget;

• possible philanthropic vehicles;

• family participation;

• and the legacy you want your philanthropy to begin building.

You leave with:

Your Practical Viable Philanthropy Plan

A practical first roadmap for making your giving more intentional.

Plus:

Your Family Legacy Snapshot

A short reflection on three questions:

• What do we want our wealth to make possible?

• What values do we want to carry forward?

• What traditions of generosity already exist in our family?

Turn generosity into a family strategy.

For individuals and families ready to move from individual charitable decisions toward a more deliberate philanthropy practice.

Together, we develop a written strategy connecting:

• family values and philanthropic purpose;

• giving priorities;

• annual giving parameters;

• philanthropic vehicles;

• nonprofit selection and due diligence;

• decision-making principles;

• impact expectations;

• family participation;

• and legacy.

Family Stewardship Plan

We also help you consider:

• Who should participate in philanthropic decisions?

• How will decisions be made?

• What responsibilities can younger generations gradually assume?

• What financial and philanthropic skills should they develop?

• What stories and values do you want them to understand?

• Which communities, traditions, or places remain meaningful to your family?

The result is not simply a list of organizations to support.

It is a framework your family can use to make better philanthropic decisions over time.

Turn your strategy into a family practice.

Ongoing philanthropy advisory for families who want a dedicated thought partner throughout the year.

Your priorities may evolve.

Your children may become more involved.

Your wealth may change.

New opportunities will emerge.

FundRaiz helps your philanthropy evolve thoughtfully with them.

Depending on your needs, ongoing advisory can include:

• philanthropic portfolio reviews;

• nonprofit research and due diligence;

• grant and gift decisions;

• family philanthropy meetings;

• next-generation participation;

• family learning activities;

• impact review;

• annual strategy refinement;

• coordination with professional advisors;

• legacy conversations;

• and cross-border philanthropy considerations when relevant.

A simple family practice:

Give → Discuss → Decide → Learn → Reflect

Over time, philanthropy becomes more than a series of charitable transactions.

It becomes one way your family practices stewardship.