Legacy in Family Philanthropy: A Modern Framework Workbook
Overview
Through interviews with dozens of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a commitment to impact. It also explores practical matters, such as how multigenerational families can—and do—navigate conversations about legacy. While Legacy in Family Philanthropy offers an overarching framework and legal considerations, this companion workbook provides stories, practical tips, and discussion starters for families and donors.
This workbook also features a collection of 10 legacy discussion modules, each offering activities and tips for discussing various aspects of legacy and its connection to your current and future philanthropy.
For more insights on planning for legacy and succession, watch the short video.