Are you interested in engaging the next generation in philanthropy? Giving together is a way for families to share their interests and values while making a positive impact in the community. Involving children in giving, even at modest levels, creates a charitable legacy and while sharing the importance of contributing to your local (or global) community.
CFMT has been assisting families in navigating this process for more than 30 years. Here are more defined ways CFMT can help you determine and execute on your family’s charitable goals.
- Defining values: CFMT can help you identify and refine your values, principles, goals, and interests. They can also help families develop a personal or family focus for their charitable intentions.
- Creating a plan: CFMT can work with your family to create a customized giving strategy that matches your values and goals. We can also help design creative ways to engage the next generation such as through family meetings or workshops.
- Exploring options: CFMT can help your family explore different planned giving options, such as gifts of real estate, stock, or personal property, or establishing specific fund vehicles. They can also help you ensure you maximize tax benefits with your gifts.
- Monitoring effectiveness and ongoing support: CFMT will be your support partner in evaluating the effectiveness of your philanthropic plan, and help navigate changes in your family’s giving.
