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Like the world around us, philanthropy is changing and transforming, and philanthropic families are seeking out new ways to ensure that their giving is meaningful and impactful.

The Family Philanthropy Navigator offers an easy-to-use, step-by-step inspirational guide for new and existing philanthropic families to initiate or enhance their journey in giving.

It is a practical and engaging tool that will enable families to get together to answer the core questions at the heart of any voyage in giving: why, what, who and how?

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The Family Philanthropy Navigator is comprised of core sections and building blocks: 

  1. Purpose of your giving, including your motivation, focus and ambition.
  2. Relationships you need to activate your giving, including family involvement and partners.
  3. Organization of your giving, including resources, governance and impact.
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understood the importance of philanthropy as an integral part of your family enterprise or ecosystem.
explored the motivation, focus and ambitions of your giving & selected the people and organizations you wish to partner with.
decided on resources, structures and processes you need to achieve impact.
learned from the stories of active philanthropists to inspire and inform your giving.
prepared thoroughly to begin your own philanthropic journey or to change the direction of your giving.

To support family philanthropists in their philanthropic journeys, we joined forces with FBN International to conduct a global research project entitled “Navigating Your Family’s Philanthropic Future Across Generations.” In this report, we share insights collected from leading philanthropic families from around the globe.

We have examined their approach to family philanthropy, opportunities, and challenges, as well as the impact of their philanthropy on various levels, such as the cause, the family, business, and society at large. This extensive research project has informed not only this report but was also an invaluable source of knowledge for the “Family Philanthropy Navigator”.

Download full report

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  • Apply a holistic and comprehensive view of family philanthropy that fits with the purpose and inner workings of the family
  • Nurture relationships and collaborations within and outside the family
  • Leverage the resources and governance practices of the family enterprise system to better serve your beneficiaries
  • Strengthen extended learning opportunities to test, validate and adopt effective approaches to impact
  • Reflect on the viability, feasibility and desirability of your philanthropic plan by prototyping your idea early on.


02:24Introducing the Family Philanthropy Navigator
Master the art of giving with the Family Philanthropy Navigator
IMD publishes inspirational guide for aspiring and experienced philanthropists on #givingtuesday.
Peter Vogel
Peter Vogel

The world needs all hands-on deck to address the big challenges we face – they can’t just be fixed by governments or NGOs alone. Our mission with this book is to inspire more individuals and families to give…

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Etienne Eichenberger

My wish is that this book will be an invitation to have meaningful conversations within families so that everyone can be empowered to give more, better and smarter.

My experience as co-founder of WISE philanthropy…

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Malgorzata Smulowitz (née Kurak)

Giving is complex, and it can become even more complex when you are giving together with your own family.

My contribution to the field of family philanthropy comes through my research at the Debiopharm Chair for Family…

We wish to see the Navigator being used by aspiring and established philanthropists all over the world and that it enables them to have a lasting impact through their giving.
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