激励几代人的慈善事业

Private WealthManagement Inspiring Philanthropy Conversations with the next generation about philanthropy shouldn’t bea one-way street. It’s important to encourage children and grandchildren IntroductionWhile next-generation family members, such as children and grandchildren, often have a natural interest in the family’s charitable endeavors, ensuring the family’s philanthropiclegacy is maintained and strengthened across multiple generations requires a thoughtful For Wealth Creators—Families Leading Philanthropy Instill a Spirit of Philanthropy in the Next GenerationCreating a family-giving strategy that aligns with both Work TogetherThe best way for parents and grandparents to teach personal and collective family values is important, asit serves as a focused purpose for the family’s charitableintentions. Families may benefit from a roadmap when younger generations about the value of charitable givingis by modeling this behavior themselves. When peopleparticipate in philanthropy, it provides an opportunityfor children to observe and truly understand the value Start Talking About and Modeling Philanthropy EarlyEncouraging children to be compassionate and charitable not only benefits the world around them but also helpsthem grow into empathetic and responsible individuals.A Fidelity Charitable study shows that more than 80% of Involving the next generation in charitable activities,such as volunteering, attending foundation meetings,or having conversations about charitable goals, creates Create a Clear Strategy to Lay the Groundwork70% of intergenerational wealth transfers fail due to a lack of communication and preparedness, accordingto Wharton Executive Education.2Set aside timeto outline the main elements of the philanthropic plan,including defining causes that reflect family values, Encourage the Freedom to Explore InterestsGiving the next generation the freedom to explore their interests helps create a strong, personal connectionto giving. When children are old enough to start receivingan allowance, they are old enough to volunteer and Set aside resources and time for the next generation toexplore organizations, foster genuine connections to a A successful plan should also incorporate flexibility andregular check-ins to adapt as family priorities and externalconditions evolve. By creating this structure early on,it allows the next generation to engage more naturally,understanding their roles and responsibilities without 1Fidelity Charitable. “Study shows that more than 80% of parents find success inmodeling phiulanthropic behavior for their children—growing the next generationof givers.” https://www.fidelitycharitable.org/about-us/news/study-shows-that-more-than-80-percent-of-parents-find-success-in-modeling-philanthropic- behavior.html2Wharton Executive Education. “Managing Family Wealth: Make it Last.” https://executiveeducation.wharton.upenn.edu/thought-leadership/wharton-at- For Wealth Creators—Families Leading Philanthropy Talking about philanthropy as a family shows the next generation that givingback to communities is a critical component of the family’s long-term vision.Connecting wealth stewardship with giving back reinforces the idea that wealth Integrate Philanthropy Into Wealth TransferConversations Set Aside Time to Foster Family UnityFamily philanthropy can serve as a unifying force, bridging generations around shared values and goals. Having sharedobjectives can strengthen family bonds and create long-term traditions. Hands-on volunteering opportunities canbe powerful in helping children or grandchildren graspnot only the needs of others but also their contributions’ A successful wealth transfer ensures that assets arepassed on to the next generation smoothly and efficiently.Fundamental family values are instilled and passed downto children and grandchildren by discussing philanthropyas part of the wealth transfer conversation. Talking aboutphilanthropy as a family shows the next generation that Discuss how a wealth transfer includes both financialstewardship and a responsibility to invest in society. Framephilanthropy as part of the family’s legacy during these For Next-Generation Wealth Inheritors—Finding Purpose Individuals who have valuable talents that can be applied to their family’sphilanthropic effort or a nonprofit to optimize operations and bolster their effect.Philanthropy is about much more than just giving money—gifts of time, energy, Identify and Lead With Meaningful CausesNext-generation inheritors have the power to shape their Consider What Skills Can Create ImpactHow can someone’s expertise or skills help make a difference in their philanthropic impact? There are valuabletalents that can be applied to one’s family’s philanthropiceffort or a nonprofit to optimize operations and bolster theireffect. Philanthropy is about much more than just givingmoney—gifts of time, energy, and expertise can be asinfluential as monetary gifts. By discussing st