Module 1: Unit 4


Personal and shared values guide most giving decisions. There are clues to our core values through the visions we have, goals we set, what worries us, how we use our time and money, and what feelings and attitudes we have.

The most effective giving families have worked to identify their shared values and use these to shape their philanthropy, while also appreciating and recognizing the values and interests of individual family members.


Tune-in (60 minutes)
Sharing values effectively across generations This webinar will help you have a conversation, ask the key questions, articulate your family’s values, apply those values to your vision and mission then pass them on to your family’s next generation.
Do (30 minutes)
Comparing personal values with family values ($$) 21/64 created the Motivational Values Cards as a catalyst for engaging in meaningful conversations about what drives your decision-making process. The more your decisions are aligned with your values, the more fulfilling and strategic they will be! Each card in the deck represents a value that drives a personal, philanthropic or financial decision. Users can prioritize cards by sorting from top to bottom those values that most motivate their decisions. Utilized with family members, the cards can serve to catalyze discussions across generations. Ask yourself and your family members some of the following reflection questions: 1. How did you decide on your top values? 2. Can you share an examples of a situation in which your values helped you make a decision? 3. Which value priorities do we have in common? Which ones do we disagree about? 4. Are there values that are important to you missing from the deck? What are they?
Do (30 minutes)

shared-values-wordle-exampleCreate a shared family values wordle

Each family member should take a few minutes to choose five values that most resonate with them. You may want to look up a list of core values as a starting point, or use the activity listed above! Some members will see that they hold many core values but the objective is to pick the five overarching core values for themselves.

After this activity, go to and type in all of the values that were listed. If values are repeated, you should repeat them in the text box as well, so that the values that are most repeated appear more prominently in the wordle. An example can be seen above.


Do (30 minutes)

the-giving-boxThe Giving Box: Create a tradition of giving with your children ($$)

Completing the Activity: The notion that charity begins at home has never been easier to teach children than with this enchanting gift set based on the Jewish tradition of tzadakah, in which children save coins in banks for the less fortunate. Added inspiration for contributing to worthy causes comes from Emmy Award-winning television personality Mister Rogers, whose peaceful "neighborhood" has been a comforting presence in millions of homes for more than 25 years. In the book that accompanies THE GIVING BOX, Mister Rogers teaches lessons of generosity and charity through heartwarming fictional stories set in countries around the world. For children, he describes how good it feels to give to those less fortunate, and reveals how even one child's contribution can make a difference. For parents, he offers wise suggestions and practical guidelines on teaching children the moral lesson of compassion for others and the value of charity.

Read (10 minutes)
The Parable of the Mustard Seed: A founder's statement of intent This article discusses how one family’s foundation evolved by becoming aware of and sensitive to the diverse interests and values held by each family member.
Read (90+ minutes)
The giving family: Raising our children to help others ($$) Many children believe their value comes from what they get for themselves…the coolest toys, the latest fashions, and the most expensive electronic gear. The Giving Family offers parents dozens of simple family activities to teach children of any age how to give their time, their talents, and (yes!) their money to people and causes they care about. The book also recounts inspiring stories of children whose families have made giving to others a family value—from ordinary families with average resources to those whose extensive philanthropy has made its mark on American society.