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Take
your family profile. These
profiles are helpful for understanding
children’s and parents’ views.
The profiles should be taken individually.
Complete them alone first before sharing
your answers. Children should complete
the family profile for children, and
parents and caregivers should complete
the family profile for parents and caregivers. |
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Discuss
your results. Before
planning your finances together, it’s
helpful to know where you stand. Talk
over your profiles as a family. How different
were your responses? |
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Create
a family
spending plan. Together
with your family, complete the monthly
income section first. Include income
from all sources. Then complete the monthly
expenses section. |
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Compare
your totals. What does
the family spending plan tell you? If
necessary, make adjustments to your plan.
Ideally, your income should be greater
than your expenses. |
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Determine
your giving values. This
exercise will help you understand how
to contribute as a family. First, complete
the personal
giving values worksheet.
Follow the directions included on the
worksheet. Then complete the family
giving values worksheet.
Follow the directions included on that
worksheet as well. |
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Choose
your nonprofits that you’d like
to support. Which nonprofits
best match your values? Choose up to
five nonprofits to support as a family. |
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Complete
the total
giving worksheet. This
worksheet lists the total amount your
family has to give in donations. Use
your spending plan to determine amounts.
Enter the amount your family plans to
give in monthly donations. Then enter
the amount of time family members plan
to volunteer each month. The worksheet
will calculate yearly totals for you.
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Complete
the nonprofit
contributions worksheet. This
worksheet lists the amount your family
plans to give to each organization. In
the first column, list each nonprofit
name. Then list the amount of money and
volunteer time you’d like to give
to that nonprofit. The worksheet will
calculate totals for you. Make sure your
totals match the amounts from your total
giving worksheet!
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Congratulate
yourselves on your success! You’ve
just made some important decisions together
as a family. Now you’ll be prepared
to donate to real nonprofits when you’re
ready. |