Four ways to start a family tradition of giving this holiday season

Your mission. Your legacy. Let’s start the conversation.

Family finances |
A man surrounded by his family outdoors smiles at his wife.

This holiday season, take the opportunity to pass on your values and legacy with your family. Start a cherished tradition and maximize your charitable impact.

1. Share stories of your commitment to giving

Be intentional about sharing the causes that are important to you. Have you volunteered this year or in the past? Have you made donations? How do you plan to live out your mission in the upcoming year? Your stories could inspire your family members to do the same.

2. Make a service project part of your holiday gathering

Alongside watching football or playing a family board game, have an option for an at-home service project to do together. Pack care packages for new moms you know, wrap presents for families in need, or write cards to local nursing home residents.

3. Volunteer as a group

Spend time volunteering at a charity that’s special to you. Consider opportunities at your church, your family’s favorite college or university, or a local nonprofit.

4. Give as a family

Choose a charity – or a few! A donor-advised fund for your family can be a great starting point. The versatility, convenience and potential tax advantages make them an attractive choice for families and individuals to give. Families can select the charities together in a variety of ways: voting, drawing from a hat, rotating who makes the choice each year, or even awarding the choice to the winner of your annual Thanksgiving card game!

Tip: A family foundation can be another great way to carry your family’s legacy of giving. An Everence professional can help you find the charitable giving strategy that works best for your unique situation.

Your Mission. Your legacy

Get started with charitable giving

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