Passages Issue Brief in Family Giving: In Times of Growth – Planning for an Influx of Assets

An influx of assets is a powerful transition point in philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, trying something new. Either way, additional resources will often provide your foundation with new options for making a difference according to your foundation’s mission. With more money comes opportunity as well as change. For family foundations—particularly those for whom the influx comes as a complete surprise, or who haven’t planned in advance—a change in asset size can feel disorienting. The more your foundation can plan ahead and make some decisions in advance, the easier it will be on everyone when the change occurs.