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Family having conversation

Engaging your family

The Private Donor Group team 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 resources

As a member of the Private Donor Group, you have access to many resources to engage your family in your giving.

Your Philanthropic Strategist is available to:

  • Help you determine the right way to use the Giving Account with your family, based on your individual circumstances
  • Help you develop your philanthropic legacy plan
  • Help you craft a family mission statement
  • Review your family’s philanthropic goals and accomplishments
  • Provide valuable resources addressing family dynamics, transitions within families, and how to engage the next generation in philanthropy
  • Facilitate philanthropic discussions with your family and heirs

Additional resources

Fidelity Charitable provides additional articles and tools about family philanthropy and intergenerational giving.

Learn more about family philanthropy

Family philanthropy guide

FamilyForward: Create a Legacy of Giving helps you create an actionable plan that will allow your family to experience greater confidence, joy and satisfaction in giving.

Download guide

Next Gen Fellows program

Fidelity Charitable hosts a Next Gen Fellows program designed for emerging philanthropists (aged 18–40). Next Gen provides the next generation of donors 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.

Learn about her experience

Thought leadership

We collaborated with the National Center for Family Philanthropy to create a suite of four papers to help you navigate your family’s philanthropy, whether you’re just getting started or have been giving together for years.


Family Governance and Family Philanthropy: Principles and Policies to Make the Most Of Your Family's Giving

Learn more about family governance

Engaging the Next Generation: How to Inspire a Philanthropic Legacy for Your Donor-Advised Fund

Learn more about involving the next gen

Giving Together: A Guide to Managing Family Dynamics

Learn more about family dynamics

Transitions in Family Philanthropy

Learn more about family philanthropy

More about the Private Donor Group


Your Philanthropic Strategist

Your Philanthropic Strategist is your first call for philanthropic guidance, assistance developing legacy plans, and so much more.

Learn more

Philanthropic network

In addition to your Philanthropic Strategist, you have access to a nationwide network of philanthropic advisors.

Learn more

Ready to get started?

Establishing your Giving Account is easy and only takes 5 minutes.

Open a Giving Account

Or call us at 1-800-262-6039