Family Giving Primer: Succession and Legacy

What is the consequence of your philanthropy and who will steward future efforts? Legacy requires creating and implementing plans for donor intent, lifespan, continuity, and succession. Explore how to define and build your legacy and prepare for transitions.

This primer is the seventh in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy, comprising of seven inflection points and orients donors toward effective outcomes at each stage:

• Philanthropic Purpose
• Impact Vehicles and Structures
• Governance
• Impact Strategies and Tools
• Assessment and Learning
• Operations and Management
• Succession and Legacy