Our community’s most philanthropic families are looking for strategic guidance to help them engage future generations in giving. The Jewish Federation of Greater Philadelphia’s Family Leadership and Legacy Program will lead families through the process of building a meaningful philanthropic experience based upon a core family narrative, shared values and mutual respect. 


This program is a series of facilitated sessions designed for couples and led by outside experts. Vicki Agron and Shary Levitt, the program facilitators, have decades of experience advising on multigenerational philanthropy and have tailored these sessions for a select number of Jewish Federation’s generous families. The workshops will guide participants through a series of modules crafted to assist families in implementing their own framework with which to navigate family conversations centered on philanthropy. 


Program Details
The series consists of four 90-minute facilitated workshops on Zoom, using interactive tools, large and small group work, as well as homework assignments. This program is curated exclusively for couples in our community who generously contribute between $18,000 – $50,000. Space is limited.


SESSION I: The Power of Family
Wednesday, February 24 | 5:00 p.m. – 6:30 p.m.
Begin defining your family’s unique moral code. You will explore shared values as well consider money messages you received as a child and those you are passing along.


SESSION II: Understanding Generational Differences
Wednesday, March 17 | 5:00 p.m. – 6:30 p.m.
Construct a clear, concise and compelling family narrative based on the attitudes and values that influence you and other generations.


SESSION III: Raising Successful Children in Families of Wealth
Wednesday, April 7 | 5:00 p.m. – 6:30 p.m.
Learn how to engage your children and grandchildren in financial literacy and philanthropy by implementing tips in raising confident and productive adults.


SESSION IV: Living an Intentional Life to Ensure Your Personal Legacy
Wednesday, April 28 | 5:00 p.m. – 6:30 p.m.
Begin to create an ethical will by articulating the legacy you want as well as reviewing the lessons you learned during our time together.


To gain the full experience of this program, we expect couples will participate together in all four sessions. In the case of extenuating circumstances, couples may miss one session. For more information, please contact Marni Davis at mdavis@jewishphilly.org or 215.832.0504.


To register for this program, click here.