Summer Conversations that Nurture Family Values
The most enduring legacies are not always measured in dollars. Often, they are reflected in the values, traditions and sense of responsibility that are passed from one generation to the next. Summer gatherings can be an ideal time to begin those conversations. Whether you’re at the beach, around the Shabbat dinner table, or traveling together on a long car ride, this time of year presents an opportunity to slow down and connect with the people you love. And when you gather, you can do more than catch up. You can open the door to conversations that help pass down what matters most: your values.
In my role at The Associated, where I work with families on their charitable giving, I often meet with parents and grandparents who want to pass down more than just tangible assets. They want to pass on the values that have guided their lives: compassion, community and a responsibility to helping others. These ideals are deeply rooted in our Jewish tradition and often woven into our personal stories.
Share the Stories Behind Your Giving
This summer, consider sharing with your family the experiences that shaped your values.
What inspired your commitment to giving?
Was there a person who taught you the importance of helping others? A cause that touched your family?
A moment when you realized the difference that philanthropy can make?
The charitable decisions you make today are rooted in experiences, beliefs and traditions. When family members understand the “why” behind your giving, they gain a deeper appreciation for the values that guide it.
Invite the Next Generation Into the Conversation
Parents and grandparents often tell me they want the next generation to understand the importance of philanthropy, but they aren’t always sure how to begin.
Invite your children or grandchildren to share what’s important to them, too. You might be surprised at what matters most to them and the values they already hold close. Start with questions:
- What issues concern you most?
- What would you change if you could?
- Do you know of any organizations making a difference in those areas?
Learn Together Through Giving
One of the most effective ways to teach philanthropy is to practice it together.
Consider setting aside a portion of your charitable giving and inviting family members to help determine where those funds should go. Ask them to research organizations and present recommendations.
For families with a donor advised fund at The Associated, consider using it as a tool to involve the next generation in philanthropic decision-making. Ask them to help you choose where to recommend grants.
The goal is not to simply teach your children and grandchildren how to give away money It is to help them understand why giving matters and how it reflects your family’s values. Effective philanthropy doesn’t just happen; it’s intentional.
Building a Legacy That Endures
While gifts can make an immediate impact, the values behind those gifts can influence generations. The conversations you have today can help your children and grandchildren understand not only what your family supports, but why. In doing so, you can create a legacy that extends far beyond any single donation.
If you would like more ideas for engaging your family in philanthropy, please contact Lauren Klein, Vice President of Funds & Foundations, who specializes in helping families design strategies for meaningful engagement. She can be reached at 410-369-9278 or lklein@associated.org.
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