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Invite others to travel

Involving family

R E S O U R C E S  F R O M

Fidelity Charitable logo


Philanthropy can be a powerful way for families to pass along their shared beliefs and values. It can also provide unique opportunities for families to spend time together, collaborate and learn more about one another. Integrating philanthropic conversations and activities into family life is an excellent way to encourage healthy attitudes about helping others and instill financial responsibility among younger generations. And giving together can be a bonding experience for family members of all generations.

Issue funds with expert management

R E S O U R C E S  F R O M

Giving Compass logo


“Philanthropic issue funds are philanthropy products that package together nonprofit organizations into “fund” portfolios. These types of products have long existed in the financial services market for managing investments (e.g. mutual funds), but are now also emerging in the philanthropy market space.  They offer unique ways for donors to learn about and support an issue or cause through a portfolio approach, rather than giving to an individual organization.”

Getting help


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Tell us what’s working and what’s not!

We want to know how to best support you in your philanthropic journey.