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GIVING BACK

Creating Your Philanthropic Mission Statement


What mark do you want to leave on the world? What are the values that drive you? What matters most? Whether it’s your time, talent, or treasure, giving back can be one of life’s greatest rewards. Philanthropy can be a valuable tool for change, helping put your wealth to work, and therefore it should be approached as a practice that requires dedication and a well-thought-out strategy.


One of the hardest parts about practicing strategic philanthropy is staying focused. There are many worthy causes, but you will be most impactful when you hone in on the issues you truly care about. Creating a philanthropic mission statement can help you clarify your why and determine the impact you want to have and help ensure that your giving reflects a consistent set of values.

The NextGen vision for the future is grounded in stewarding existing – and evolving – family values for future generations, as well as making a lasting, sustainable impact on communities. It’s about being proactive when it comes to forging a connection to generations that have come before.

Andrea Jenkins
Business Development Associate, Morgan Stanley Philanthropy Management/Family Office Resources Field Engagement

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Don't forget to talk about your philanthropic goals with your Financial Advisor. We believe giving back is an important part of your financial life and can provide guidance on how to do this most effectively.

CRC 4753344 06/22

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