Philanthropy begins at home. Whether we develop charitable traditions on our own accord or have them taught to us by generations who have preceded us, acting on one’s values through charitable giving makes philanthropy meaningful and impactful. Many families encourage giving of time and financial resources. Others may need a partner to help them get started or to deepen their experiences. As your philanthropic advisor, we will help you identify or affirm your charitable values, teach and engage family members in philanthropy, facilitate family meetings, maximize tax advantages, and assist you in making grants that reflect your values and interests. CICF’s Family Experience curriculum and services for our donor-advised fund representatives and prospective donors include:

• Strategic charitable planning – an interactive process to develop and inform a detailed plan specific to you and your family’s personal values.
• Successive generation involvement – various seminars, workshops, and experiences that teach or reach younger generations (from youth to adult children).
• Sophisticated planned giving resources – options for CICF to partner with your family’s professional advisor to implement the best giving vehicle to benefit the community as well as your family.
• Community access – CICF staff are on-call to assist our donor-advised fund representatives with site visits to community organizations, needs assessments, and other information to help inform your charitable giving.