Establishing a Family Foundation

   

Giving Starts at Home

Engaging in social investment provides an opportunity for a unique family experience, which grows from the ability to change social conditions in a direction that corresponds with your world view and your family's values.

 

Yet, in order to fulfill the long term goals of family social investment, it should most appropriately be based on strategies and methods that are suited to Israeli society, the selected social investment field, and to the wider philanthropic world.

 

As an Israeli organization with extensive knowledge of social needs, the third sector and social activity in Israel, the Center for Philanthropy at Sheatufim has developed a unique consultancy and guidance model. Our model assists you in building a strategic plan of social investment that combines your family values with social needs vital to Israeli society.

 

The model enables professional investment by:

  • An extensive analysis of needs with the family members, aimed at defining investment goals and preferred investment fields, and creating a document of recommendations for an investment strategy
  • Initiating meetings with philanthropists and professionals in order to provide the family with case studies and position papers from Israeli and international experts
  • Composing a work plan that includes consultation on professional, organizational and taxation issues
  • Professional guidance in implementing the plan, including locating a foundation manager and his/her training
  • Providing tools for evaluation of the program