The Inspirational Guide for Philanthropic Families on Their Giving Journey
Family Philanthropy Navigator
The Inspirational Guide for Philanthropic Families on Their Giving Journey
Like the world around us, philanthropy is changing and transforming, and philanthropic families are seeking out new ways to ensure that their giving is meaningful and impactful.
The Family Philanthropy Navigator offers an easy-to-use, step-by-step inspirational guide for new and existing philanthropic families to initiate or enhance their journey in giving.
It is a practical and engaging tool that will enable families to get together to answer the core questions at the heart of any voyage in giving: why, what, who and how?
The Family Philanthropy Navigator is comprised of core sections and building blocks:
- Purpose of your giving, including your motivation, focus and ambition.
- Relationships you need to activate your giving, including family involvement and partners.
- Organization of your giving, including resources, governance and impact.
Download the Family Philanthropy Navigator’s toolkit
understood the importance of philanthropy as an integral part of your family enterprise or ecosystem.
explored the motivation, focus and ambitions of your giving & selected the people and organizations you wish to partner with.
decided on resources, structures and processes you need to achieve impact.
learned from the stories of active philanthropists to inspire and inform your giving.
prepared thoroughly to begin your own philanthropic journey or to change the direction of your giving.
Navigating Your Family’s Philanthropic Future Across Generations
A research report in collaboration with FBN International that highlights how philanthropy becomes a lifelong passion as families start to see that they can make a real difference in the world.
To support family philanthropists in their philanthropic journeys, we joined forces with FBN International to conduct a global research project entitled “Navigating Your Family’s Philanthropic Future Across Generations.” In this report, we share insights collected from leading philanthropic families from around the globe.
We have examined their approach to family philanthropy, opportunities, and challenges, as well as the impact of their philanthropy on various levels, such as the cause, the family, business, and society at large. This extensive research project has informed not only this report but was also an invaluable source of knowledge for the “Family Philanthropy Navigator”.

Key takeaways
- Apply a holistic and comprehensive view of family philanthropy that fits with the purpose and inner workings of the family
- Nurture relationships and collaborations within and outside the family
- Leverage the resources and governance practices of the family enterprise system to better serve your beneficiaries
- Strengthen extended learning opportunities to test, validate and adopt effective approaches to impact
- Reflect on the viability, feasibility and desirability of your philanthropic plan by prototyping your idea early on.
IMD publishes inspirational guide for aspiring and experienced philanthropists on #givingtuesday.
Family philanthropy offers the potential to address some of society’s most pressing needs while fostering cohesion and engagement in family enterprise systems. Yet even experienced philanthropic families encounter questions about how to develop and enhance their initiatives in ways that are both strategic and meaningful.
The IMD Family Philanthropy Roundtable is a learning forum where established philanthropists can explore these questions together.
The roundtable offers a unique opportunity to learn from peers who understand the unique dynamics of family philanthropy and contribute your own insights to others navigating similar terrain.
Should you wish to attend or receive more details please contact Camille Korschun, Fellow in Family Philanthropy at IMD, +41 21 618 05 01.
In francophone countries, family philanthropy is relatively widespread, however, it is often poorly known and sometimes misunderstood. On September 2023, IMD and Wise-Philanthropy Advisors co-hosted a conference in French on the topic of family Philanthropy. With over 250 participants, this event invited to reflect and exchange in order to better understand the challenges and discover what we can learn from them. The event also marked the launch of the French edition of the book “Navigateur de la Philanthropie Familiale”. This book, is the first guide in French whose purpose is to inspire and accompany families in their philanthropic adventures.
by the Family Business Podcast
On this episode Russ Haworth from the family business podcast present our book, joined by Peter Vogel, Professor, Director of the IMD Global Family Business Centre and the co-author of the book.
by Family Capital
A new book on philanthropy highlights the growing importance of giving in the 21st century and how best to go about it.
by SwissFoundations
How can more people help to solve today’s challenges? How do we ensure our giving is effective?
by IMD News Stories
Lessons from the Notre Dame fire on how not to engage in philanthropy.
by IMD News Stories
Storytelling can help make sense of a family’s giving strategy and onboard younger generations.
2021 AXIOM Award Medalist
The Family Philanthropy Navigator won the silver medal from the Axiom business book award. The prestigious prize goes to exemplary business books and their authors.
For the past 14 year, the Axiom Business Book Awards recognizes outstanding business books in philanthropy/nonprofit/sustainability as well as in more than 20 other categories, including leadership, international business/globalization, business intelligence.
The Axiom award gives business books added visibility reaching an audience of over 20,000 subscribers including agents, book buyers and librarians throughout the Axiom network.

I hope that the Family Philanthropy Navigator will be widely used by families around the world, seeing it as a source of inspiration, a trigger for initiating or improving conversations amongst family members and, ultimately, a catalyst to improve the state of the world through family philanthropy.
Business family owners can now count on a great tool to systematically and effectively respond to a growing need of non-profit support in society. This book is a practical and easy to use guide based on robust research which will allow you to gain the confidence you need to thoughtfully contribute to making the world a better place.
The Family Philanthropy Navigator is more than an inspiring and practical guidebook –
although it is that for sure. This innovative book cleverly instigates a transformative
process for families, a process that will clarify your philanthropic purpose as a family and help you build consensus around your goals and plans. This book is a gift.
At this very difficult time, the world needs more philanthropists that are committed to achieve positive change and long-lasting impact. The Family Philanthropy Navigator
is a great tool for anyone who wants to ensure effective, impactful and meaningful giving.
Family philanthropy has never looked so fun! Great ideas for the whole family to spend time on motives and values. A refreshing approach to the serious topic of giving.
The Family Philanthropy Navigator is a truly unique and engaging book. It is a definite must read for all family members of aspiring or established philanthropic families. It provides practical, easy to use and insightful tools that can be immediately implemented in your family’s philanthropic activities.
The Family Philanthropy Navigator is the breakthrough book of its domain. It’s a must-read practical guide for families on their giving journey and an indispensable reference book for professionals in the domain.
The family philanthropy journey can be daunting, but it Family Philanthropy Navigator and its fun, hands-on activities provide practical tools any family can apply to their philanthropy effort.
This is much more than a book: it is a practical and user-friendly tool – a must for all family philanthropists! The Navigator will guide you step-by-step in your philanthropic journey, helping you to be more strategic, more impactful and to bring along other family members in a playful way, for the love of humanity.
An illuminating take on how enterprising families can approach philanthropy to build
impactful initiatives, along with business effectiveness and family cohesion. Activities
and case studies provide a practical and fresh blueprint for any family thinking through their philanthropic strategy.

The world needs all hands-on deck to address the big challenges we face – they can’t just be fixed by governments or NGOs alone. Our mission with this book is to inspire more individuals and families to give and to ensure that their giving is effective and efficient.
The mission of the Debiopharm Chair for Family Philanthropy at IMD is to help aspiring and established philanthropic families start or improve their giving – in a way that is structured, organized, efficient and effective as an integral part of their family enterprise system.
My hope is that this book will challenge, educate and inspire families in their philanthropic activities – whether you are new to giving or have decades of experience. In our workshops, while developing the Family Philanthropy Navigator, for example, I have been delighted to see well-established philanthropists finding fresh insight from, and enjoyment in, the toolkit.
Ultimately, I want to see the navigator taking on a life of its own as a tool that families all over the world can find value in as they seek to make a real difference through their giving.
Peter Vogel is Professor of Family Business and Entrepreneurship and the Director of IMD’s Global Family Business Center. He holds the Debiopharm Chair for Family Philanthropy at IMD and a Ph.D. in Entrepreneurship from EPFL.

My wish is that this book will be an invitation to have meaningful conversations within families so that everyone can be empowered to give more, better and smarter.
My experience as co-founder of WISE philanthropy advisors has shown me that, when well organized, philanthropy can play its part in building innovative and sustainable solutions for local or global challenges. But giving can also become an incredibly rewarding journey for families to engage across generation.”
I also experience that philanthropy is often an inner journey before it becomes a structured process, as the Family Philanthropy Navigator is intended to be for you. The navigator is not about promoting one-size-fits-all but eight important questions for you to address.
Etienne Eichenberger, Co-Founder and Managing Partner at WISE – philanthropy advisors, and member of the Advisory Board for the Debiopharm Chair for Family Philanthropy at IMD.

Giving is complex, and it can become even more complex when you are giving together with your own family.
My contribution to the field of family philanthropy comes through my research at the Debiopharm Chair for Family Philanthropy, through which I’ve had the pleasure to meet so many good-hearted (business) people who have generously shared their philanthropic stories with us – their successes, but also their failures. We are greatly indebted to all of these enterprising families who have participated in our research project, for supporting us, but also for their courage in doing good where it is most needed. Their support and feedback while developing the navigator has shown us that this tool is truly needed, now more than ever.
Giving means opening one’s heart to others. My sincere hope is that the navigator will ignite philanthropy in each of us, and in each of our families.
Malgorzata Smulowitz (née Kurak) is a Postdoctoral Research Fellow at the Debiopharm Chair for Family Philanthropy at IMD. She holds a Ph.D. in Economics, Management and Organization from Universitat Autònoma de Barcelona.
We wish to see the Navigator being used by aspiring and established philanthropists all over the world and that it enables them to have a lasting impact through their giving.
Buy the book

At the launch of the book, in December 2020, the 3 authors, Malgorzata, Peter & Etienne, launched a challenge to donate all book royalties for books sold before Christmas to a local organisation serving meals to those in need. We were delighted to see your enthusiasm about family philanthropy. Thanks to your support, we were able to serve over 1500 meals!
* The book is also available on the following platforms: Book Depository, Ex Libris, Buecher, Bam!, Barnes & Noble, Orell Fuessli, Blackwell’s.
Would you like to know more about our activities? Get in touch with our team at the IMD Global Family Business Center.