The way to fulfillment in philanthropy—and by and large as a family—is the degree to which you are driven by purpose and shared values. In other words, why you give matters just as much, if not more, than what you give. Whether you are talking about preserving wealth or giving it away, it’s important to be clear on the family and individual values that drive that decision. Yet, how many people have voiced their own values, less held a conversation with loved ones about the values they share? My guess? Not many.