Module 1: Unit 3
Wealth creation
What is the spirit and inspiration behind your family's philanthropy? Understanding the source of philanthropic resources is a fundamental component for appreciating family history and leadership.
In this unit, you will find articles and resource to help you better understand your family’s wealth generation and tools to help youth answer the question, "How is this wealth relevant to me?"
(5 minutes)
Wealth as a value
This short guide provides key questions that may arise in family discussions about money and values.
(5 minutes)
Engage the Next Generation in Giving
This resource, explores how today’s donors are creating a culture of family giving, from sharing the family’s history to engaging in service projects and volunteerism, teaching financial literacy to facilitating discretionary giving. It also highlights resources to help you engage your family’s children and young adults and set the stage for a lifetime of giving.
(90+ minutes)
Wealth in Families ($$)
A preeminent resource on understanding and managing wealth in the family context. Authored by Charles Collier, former senior philanthropic advisor at Harvard University and a nationally recognized expert on family philanthropy and family wealth advising.