Giving is easy. Giving with intention, structure, and lasting impact, that is a discipline. This book turns generosity into a family legacy that outlives the giver and unites the heirs.
3DMany successful families give generously but unsystematically, reactive donations that feel good and disappear without trace. Strategic philanthropy is different. Done well, it becomes one of the most powerful tools a family has, not only for impact in the world, but for teaching values, uniting generations, and giving heirs a shared purpose beyond simply inheriting money.
The Family Philanthropy Playbook turns giving into a structured family endeavour. It covers how to define a giving mission, the vehicles that make philanthropy efficient and enduring, how to involve children in a way that builds character and unity, and how to measure impact, so that what you give does lasting good and what you build outlasts you.
Reactive, scattered donations rarely create the change a focused mission could.
Giving without involving heirs squanders its greatest power, shaping values.
Without the right vehicles, generosity loses value to inefficiency.
Wealth without a unifying mission gives heirs nothing to build around.
01The Right Tool for the Right Job
02Work Optional
03The Day the Benefits Stopped
04The Tax Illusion
05Worth Millions on Paper
06Too Young, Too Healthy, Too Late
07Nobody Has the Keys
08Yours, Mine, and Theirs
09Advised Everywhere. Planned Nowhere.
10The Phone Call That Changes Everything
11Eighteen Years to Get This Right
12Your Pension Is Here. Your Retirement Is There.
13The Stamp That Expires
14The 183-Day Trap
15Nobody to Fall Back On
16Built by One. Lost by Three.
17The Conversation the Money Needs
18The Child the Financial Plan Forgot
19The Empty Estate
20The Family Philanthropy PlaybookNow Reading
21From Piggy Banks to Private Trusts
22The Family Bank
23The Plan You Think You Have
24Just One More Million
25My Family Would Never Fight Over Money
26I’ll Sort It Out When I’m Older
27Perfectly Logical
28I Was Going To
29More Salary, Less Money
30You Insured Your Phone
31What to Do When the Money Arrives
The Commitment Letter
The Commitment Sizing Principle
The Cross-Border Challenge
Choosing the Right Cause
The Name That GivesStrategic philanthropy scales to any level of giving. The principles, mission, structure, involvement, impact, matter as much for modest, intentional generosity as for large foundations.
“Anyone can write a cheque. A family that gives with purpose builds something no cheque can buy.”Dr. Sanjay Tolani
Dr. Sanjay Tolani is a third-generation insurance professional and one of the most decorated financial planners in the world. He qualified for the Million Dollar Round Table at 19, the youngest member in its history, a record that still stands, and has since structured more than USD 25 billion in assets for over 50 high-net-worth families across 53 countries.
Beyond his practice, Dr. Sanjay has built the world’s largest advisor mentoring community, over 200,000 members, all free, and authored books that have sold more than a million copies in five languages. The Right Tool Series makes that same expertise available to families, business owners, and globally mobile professionals who need real plans, not general advice.
07Nobody Has the Keys19The Empty Estate22The Family Bank31What to Do When the Money ArrivesThe book is shared on request. Tell us where to send it and we'll get your copy to you.
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