Clearly defined motivations and values are the underpinning of an effective family philanthropy strategy—they articulate a purpose, provide direction, and serve as a measure of accountability. They are also a dynamic and ever-evolving tool to guide donors and their family through the lifecycle of their philanthropic effort.
This Content Collection highlights webinars, blog posts, and other resources that discuss the importance of values and motivations, shares experiences of giving families, and provides sample policies and tools.
For additional perspectives about philanthropic families and healthy money narratives, see the Content Collection, Money and Values.
Starting the Conversation: Questions to Guide Your Discussions
Webinars
Required Reading
Core Values of a Splendid Legacy
Book Chapter
The Founder’s Hopes: From Values to Vision
Book Chapter
Living Your Values: Stories from Families
Sample Policies and Practices
