Two-Part Family Philanthropy Case Study: Couple and Family Meetings

This two-part case study first gives you practice in navigating your first meeting with a couple and then managing a second meeting with the couple and their two children. The Philanthropic Initiative (TPI) developed it for community foundations in 2007.

The role play exercise requires at least seven people – a facilitator, four people to play the family members, and two people to play the foundation staff members. It also requires the staff members’ familiarity with TPI’s Giving Together: A Workbook for Family Philanthropy or similar tools and processes. You can break the case study into two or three parts depending on the time you have available.