Clarifying Your Purpose and Legacy Part Two: Generational Transitions

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How can you prepare the next generation to confidently take the helm while also preparing the current generation of leaders to feel secure in stepping back?

Our speakers, who are next generation representatives, will be sharing their own experiences of generational transitions, including the processes their philanthropies used, the complexities of nurturing leadership skills, how they fostered a deep understanding of philanthropic values, and how they encouraged multi-generational collaboration. Join us to learn how you can apply these lessons to your philanthropy.

Resources for this series: Succession and Legacy Primer; Philanthropic Purpose Primer; Governance Primer

This webinar is part of a series within the Fundamentals of Family Philanthropy webinar programming. Join us for part one on June 11, Clarifying Your Purpose and Legacy Part One: Family Giving Lifecycle Succession and Legacy Curriculum Workshop.

About this Series

The monthly Fundamentals of Family Philanthropy webinar series provides guidance on the core principles of effective family philanthropy—from motivations and values to governance, grantmaking, and succession. The series equips giving families with the latest information on evergreen topics in the donor lifecycle through practical takeaways and diverse family stories that illustrate important practices. Designed for seasoned practitioners and newcomers alike, the series is available to our Network Members and Network Partners.

More Fundamentals

For a refresher on this topic, watch previous Fundamentals webinars.

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Featured Speakers

Oona Coy

Oona Coy is a 4th generation member and trustee of the Merck Family Fund (MFF)—roles she has…

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Rebecca Randall

Becca Randall (she/they) is a 5th generation family member of the Fleishhacker Foundation, a family foundation established…

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Diana Spencer

Diana Spencer is the Founder, Principal, and Managing Director at Advanced Philanthropy Solutions (APS), bringing nearly…

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Grace Tenhula

Grace Tenhula is a third-generation board member of the Frechette Family Foundation and co-creator of the…

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