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.
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:
This guide provides advice on how your family can set expectations, anticipate potential challenges, and build strategies and processes to guide your philanthropy, even as you deal with conflict and change.
This guide explores how your family can inspire a philanthropic legacy and engage the next generation in its philanthropy.
Use this framework to apply guiding principles and general policies to make the most of your family’s giving.
This guide provides advice about how your family can discuss and prepare for the transitions that will in-variably affect your shared philanthropy.
Legacy is a fundamental consideration in the practice of effective family philanthropy.
Find guidance and strategies, as well as stories from giving families and questions for your own reflection.
Fidelity Charitable provides additional articles and tools about family philanthropy and intergenerational giving.
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.
Fidelity Charitable hosts a Next Gen Fellows program designed for emerging philanthropists (aged 18–45). 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.
Your Philanthropic Strategist is your first call for philanthropic guidance, assistance in developing legacy plans, and so much more.
In addition to your Philanthropic Strategist, you have access to a nationwide network of philanthropic advisors.
Opening a Giving Account is fast and easy and there is no minimum initial contribution.
Or call us at 800-262-6039
