Engaging your family
The Private Donor Group is committed to fostering family engagement in philanthropy. Philanthropy is a powerful way for families to pass along shared beliefs and values. It also provides unique opportunities for family members of all generations to spend time together, collaborate, and bond.
Family Philanthropy Institute
Our framework supports your family’s philanthropic journey with customizable tools and resources designed to help you learn and give together.
Our approach
Family resources
Access our curated library of research, including case studies, thought leadership articles, and educational materials on multigenerational philanthropy. Utilize our tools and workbooks to bring your family together and get organized.
Customized guides
Benefit from tailored coaching and advice with our unique guides and exercises. We help your family collaborate, develop a focused giving plan, implement that plan, and navigate major life changes.
Programs and events
Join exclusive events, workshops, and programs designed to deepen your interests and build a community with other philanthropic families.
Guiding your family’s philanthropic journey using the institute’s insights and strategies.
Get started
- Articulate a shared vision, mission, and values for your family’s philanthropy
- Identify a focus for your giving, including the people, places, and problems you want to impact through your philanthropy
- Determine the right governance structure for your family’s philanthropy
Get organized
- Define a long-term strategy and key milestones for your family’s philanthropic efforts
- Craft an annual plan and budget to ensure progress on your shared goals
- Develop family systems and practices to operationalize your plans
Learn and grow together
- Understand and reflect on your family’s philanthropic impact
- Adapt your family’s strategy, plans, and structure as you learn
- Expand your learning through unique educational opportunities and the latest research
- Connect with and learn from other philanthropic families
Family resources
5 steps to help instill positive values in your kids through service
How to add positive values like kindness, generosity, and empathy to your family routine through giving back and volunteering.
The power of family giving
Giving together can unite your family across the miles and generations, and pass on healthy attitudes about money and helping others.
Parenting and philanthropy: Growing the next generation of givers
When it comes to parenting, charitable giving can act as a catalyst for instilling kindness, empathy, and the value of philanthropy in the next generation.
Is giving together the secret to happiness?
A study finds that when it comes to charitable giving, most couples find common ground.
Charitable children make for happier adults
More adults who were raised to be charitable report being very happy today, compared to those who were raised without an emphasis on philanthropy.
Family giving traditions study
Philanthropy can be a powerful way for families to pass along their shared beliefs and values.
Programs and events
Next Gen Fellows program
Fidelity Charitable hosts a Next Gen Fellows program designed for emerging philanthropists (ages 18–45). Next Gen Fellows provides the next generation of donors with insight into their charitable goals, passions, and values while teaching them how to be more impactful with their giving. Private Donor Group members and their families are invited to participate in this exclusive program.
Learn more about the program from Next Gen Fellow, Gabriela Citrone.
Customized guides
Managing Family Dynamics
This guide provides advice on how your family can set expectations, anticipate potential challenges, and build strategies and processes to guide your philanthropy, even as you deal with conflict and change.
Engaging the Next Generation
This guide explores how your family can inspire a philanthropic legacy and engage the next generation in its philanthropy.
Family Governance
Use this framework to apply guiding principles and general policies to make the most of your family’s giving.
Transitions in Family Philanthropy
This guide provides advice about how your family can discuss and prepare for the transitions that will in-variably affect your shared philanthropy.
More about the Private Donor Group
Your Philanthropic Strategist
Your Philanthropic Strategist is your first call for philanthropic guidance, assistance in developing a legacy plan, and so much more.
Ready to get started?
Opening a Giving Account is fast and easy and there is no minimum initial contribution.
Or call us at 800-262-6039