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PDP Services
Minneapolis, Minnesota

Doris Rubenstein
612-861-7429

© Copyright 2005, PDP Services. All Rights Reserved.

 

 


Presentation: Leaving Your Family a Legacy of Values Through Strategic Philanthropy

Doris Rubenstein shows your business how to do well by doing good through strategic philanthropy.

Few things tell so much about what a person thinks is important than how that person spends money. Actions speak louder than words, but sometimes a family needs to put down in writing what their values are so that the next generation will use inherited money wisely, well, and in keeping with family values. Parents often are too busy or lack the skills to teach their children how to make important decisions about charitable contributions. 

This presentation will take participants through a process of questions and answers that will allow them to examine what is important in their lives, how that relates to charitable giving, and how these values can be transmitted to the next generation.

TAKEAWAYS

  1. Participants will learn the 10 elements necessary to create a strategic program for creating a family philanthropic legacy.
  2. Participants will have the ability to create simple tools to communicate with future generations about philanthropy, and with charities who will seek donations.
  3. Participants will learn about resources for additional advice and support.