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The Gift of Giving Together

The holiday season will look different for many families this year. As you think about the ways to feel united with the people who matter to you, consider engaging family in your year-end charitable giving.

Heartland Legacy Society members Terry and Betty Snapp established a donor advised fund as a way to share their passion for philanthropy with their family. Their children and grandchildren quickly embraced the process and now the family says it’s the highlight of their holiday season.

Betty and Terry Snapp “It was a great way to show them that before you can receive, you must think to give to others,” said Betty. “They grasped the concepts and motivations and the ideas behind it right away. They were fully engaged in the process and it became something we bonded over as a family. We look forward to the meetings and hearing what the grandkids come up with for their portion each year.”

Whether separated due to geography or life circumstances, using a donor advised fund to collectively give back is a great way to start conversations about family values, long-term goals and create a family tradition of philanthropy.

Ready to Start a Family Tradition of Giving?

Download our Donor Advised Fund Brochure and discuss this strategy with your professional advisor. You can also make an appointment to meet one-on-one with Cole Eason to learn more about the benefits of using a donor advised fund at Truman Heartland.


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