Family Forward Planning Guide

A practical guide to help families focus on giving

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 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


About Fidelity Charitable®

Fidelity Charitable® is an independent public charity that has helped donors support more than 250,000 nonprofit organizations with more than $28 billion in grants since its inception in 1991. As the largest donor-advised sponsor with more than 25 years of experience, we have the charitable planning expertise to help you provide value-added advice to your clients and grow your business.