Legacy in Family Philanthropy: A Modern Framework

Families are reconsidering their motivations for giving and how their philanthropy carries forward their values, aims, and objectives. It’s promoting deeper intentionality, humility, empathy, understanding, and trust. These shifts are prompting families to reflect on what they seek to build now and how it informs their legacy. It’s imperative to shift legacy from a reactive construct to an emergent one that serves as a guide and measure of accountability. Within this publication and its companion workbook, you’ll find guidance and strategies, as well as stories from giving families and questions for your own reflection to help bring this framework to life.  

For more insights on planning for legacy and succession, watch the short video.