Services
We’ll help you set up or manage your giving roadmap so that you can:
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Personalize your giving
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Inspire family connection
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Maximize your impact
What We Do
At Family Giving by Design, we work with your family to create a unique and meaningful charitable giving roadmap. We take the time to understand your specific needs and help you develop a giving strategy that involves and engages your whole family.
We team up with your financial and legal advisors to support and complement your existing team. While we don't provide tax advice or manage assets, we specialize in helping you decide where to give to make the biggest impact based on your family’s values.
Our Offerings
Giving Dream Program
A quarter-long project that includes an in-depth analysis of your current giving. The Deep Dive Discovery meeting helps us understand your values and donor preferences. Then, we embark on the Road Mapping Journey, tailored specifically for your family.
What’s Included
1:1 personalized consulting
Historical giving audit and value mapping
4 ninety minute discovery sessions
Strategic, tailored planning sessions
Financial literacy education
Customized worksheets and activities designed to help meet your giving goals
System, support, and accountability
Reflection & Celebration Session
Generosity Milestone Program
Already have your roadmap started with Family Giving by Design? Let's add another milestone to that route. This program consists of three sessions designed to outline the next steps on your family’s generosity journey.
What’s Included
1:1 personalized consulting
3 ninety minute discovery sessions
Strategic, tailored planning sessions
Customized worksheets & activities designed to help meet your giving goals
Financial literacy education
System, support, and accountability
Reflection & Celebration Session
Impact Strategy Add On
Seeking more support than our traditional offerings?
Opt for our Impact Strategy Add On (hours estimate based on goals), where we assist with researching nonprofits, setting up meetings with Development Directors, and finding specific organizations that align with your giving goals.
What’s Included
Personalized searches based on your values and goals
Financial research
Impact assessment
We connect you directly with the organization to create a personal relationships and have an observation
Help facilitate family gatherings to help engage your family, if requested
Multi-Generational Add On
Planning to involve extended family in your giving journey?
Opt for our Multi-Generation Add On (hours estimate based on family involvement), where we provide dedicated support for engaging different generations. We assist with organizing family meetings, facilitating discussions to align giving priorities, and creating a shared philanthropic vision that resonates across generations.
What’s Included
Expand on what we have already create in your personalize Giving Dream program
Make this accessible for every age that is participating, and ensure everyone feels included and engaged
Set guidelines and guardrails to ensure your intentions are clear
Help facilitate family gatherings to help engage your family, if requested
“Most charitable assets are invested without regard for mission. Approximately $1 Trillion has been set aside for gifts to charity in donor advised funds and private foundations. Only 10% is given each year.”
— Impact Foundation
FAQs
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At Family Giving by Design, we are delighted to work with families of every size and age.
We can help you with your little ones and help you set a plan to raise them with a heart for generosity.
And we can also work with your adult children to help create a plan that will include your values and help set up a legacy of generosity for generations to come.
While we gladly brainstorm options with any donor blessed with resources to give, our services are most suited toward a client who plans to donate an average of $75k or more per year.
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No. We work with your financial planner or you to help create your own roadmap of generosity.
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We don't set them up; however, we can work with your financial planner to set them up. If you don't have a financial planner, we have a few places we can recommend to help set up your donor-advised plan.
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You do! You will get the full tax write-off for the nonprofits that you decide to support. We will help you decide and discover who those lucky nonprofits will be.
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Each new family starts with the Giving Dream Program. As we explore your ultimate giving goal, we can discuss if any of our Impact Strategy add-ons are a good fit for your family.
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We help you create goals and then create a system to support these goals. Knowing each family is busy, we can work at your pace to help you reach your ultimate goal.
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This depends. While working with your family, we create a system where your family has the tools and questions to help see if a nonprofit is right for you. If you are too busy, as an add-on, we can vet the nonprofits for you and propose those that match your values and giving intentions.
