Family
Philanthropy
Give together. Impact forever.
Giving together as a family can be one of life’s most rewarding and enriching experiences. It offers a way to strengthen bonds across generations, pass down values, and create a legacy that reflects what matters most to you. But meaningful giving also requires intention, open conversations, and thoughtful planning.
Through personalized support, we guide families in developing a shared philanthropic vision, identifying causes that align with their values, and designing a structure that invites all voices to the table.
Family Philanthropy is an easy and natural way to open the discussion with the next generation on family values, inherited wealth, family legacy and succession.
-National Center for Family Philanthropy
Programs
Our Services Span Generations
Mission and Values Statements
Strategic Planning
Annual or Semi-Annual Meetings
Customized Nonprofit Research
Grant Review and Evaluation
Storytelling
Volunteer Opportunities
Legacy Planning
Educational Events
Your family’s philanthropic journey starts here
For more information or to schedule a time to meet, please contact Kim Montez, Senior Director of Gift Planning and Family Philanthropy.
