Next Gen Role Cards - Phīla Engaged Giving

NEXT GEN ROLE CARDS™

See the roles shaping your family’s philanthropy - and start a different kind of conversation.

Every family has roles.

The Peacemaker. The Successor. The Reformer. The Caregiver. The Black Sheep.

Some roles we choose. Others are handed to us—sometimes long before we realize it. And when families come together to make decisions about wealth, values, legacy, and giving, those roles often come right along with us.

The Phīla Next Gen Role Cards™ are a conversation tool designed to help families and advisors surface those dynamics, talk about them with greater honesty and curiosity, and create more space for each person to participate in philanthropy on their own terms.

What’s in the deck?

Each deck includes 27 thoughtfully designed role cards, representing familiar roles that often emerge within families and family philanthropy.

Use the cards to explore questions such as:

Phīla Advisor Mark Greer, his wife Jamesa Johnson Greer and their Next Gen family member.

There are no “good” or “bad” roles and no right answers.
The value comes from what the cards help uncover.

A simple tool for surprisingly rich conversations

The Role Cards can be used around a kitchen table, during a family retreat, in a next-generation meeting, or as part of an advisor-led conversation.

For Families

Open conversations that might otherwise be difficult to begin. Better understand different perspectives, surface assumptions and expectations, and create more intentional roles in shared philanthropy.

For Next Gen

Explore identity and leadership within the family, navigate succession and changing dynamics, and consider how you want to participate in philanthropy on your own terms.

For Advisors

Use the cards as an entry point into conversations about family dynamics, governance, succession, identity, and leadership that can be difficult to reach through traditional planning questions alone.

Why we created them

At Phīla Engaged Giving, we have seen again and again that philanthropy is never only about where a family gives its money. It is also about identity, relationships, power, responsibility, and belonging.

The Role Cards grew out of our work helping families navigate those intersections.

Our hope is simple: to give families a way to see their dynamics more clearly, talk about them more openly, and make more intentional choices about how they want to move forward together.

Professional Use & Licensing

The Role Cards are designed to be used by advisors in conversations and facilitated sessions with their clients. Your purchase includes permission to use the physical deck in your professional practice—no additional license is required for ordinary client work.

The cards and their content may not be reproduced, digitized, adapted, incorporated into presentations or training materials, or used to create derivative products without prior written permission from Phīla Engaged Giving.

Interested in using the Role Cards across a firm, training program, conference, or other larger-scale setting? Contact us about bulk purchasing, packages for advisors, and licensing at info@philagiving.com.

© 2026 Phīla Engaged Giving, Inc. All rights reserved. For personal, family, and professional client facilitation use only. No reproduction, adaptation, electronic distribution, resale, or incorporation into other products or training materials without prior written permission.

The Phīla Next Gen Roles Cards ®, including its text, role descriptions, prompts, artwork, design, and accompanying materials, is proprietary intellectual property owned by Phīla Engaged Giving, Inc.

Purchase of the card deck grants the purchaser permission to use the physical cards for personal, family, educational, or professional facilitation purposes. Purchase does not transfer ownership of the underlying intellectual property.

The cards and their contents may not be copied, scanned, photographed or otherwise captured for purposes of reproducing or distributing their content; reproduced; republished; adapted; translated; uploaded; shared electronically; incorporated into another product or training program; or sold or distributed in whole or in part without prior written permission from Phīla Engaged Giving.

Professional purchasers may use the cards in their work with individual clients and families. Purchase does not include permission to reproduce the cards in presentations, participant materials, publications, online courses, certification programs, or other commercial offerings.