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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. |
