Sponsored by Fidelity Charitable
Your clients are likely discussing charitable giving with their families each year. Equip them with the tools they need to create a unified strategy for their family’s philanthropic efforts. The FamilyForward planning guide is packed with the insights and hands-on exercises your clients need to focus their family conversations and build an effective approach to philanthropy.
This workbook will guide your clients through:
- Identifying their family values and developing a giving mission statement
- Setting goals related to the family’s charitable giving
- Creating a customized, long-term plan to help them give strategically and with greater satisfaction