The Guide for Effective Family Philanthropy

Overview

In philanthropy, meaningful change is the aim—it’s the purpose and the promise. But in striving for and achieving impact, effectiveness must go beyond healthy funding practices with grantees and the greater communities we serve. It must touch on intra-family dynamics, family philanthropy staff, and speak to the varied stages within the family fiving lifecycle—from purpose to succession and legacy. With insights from the philanthropic community, this guide outlines four core principles that invite families to engage in thoughtful reflection, promote positive outcomes, and prepare families to create meaningful change.

Advisor Thinking