Community Foundation Spark Session: Successful Generational Transitions

In philanthropic families, no subject generates more questions than preparing for and successfully passing the responsibility of a foundation or fund to successor generations. Family members consider issues both personal (e.g. self-identity, legacy, family roles) and pragmatic (e.g. timing, knowledge and skills required, differing work and decision-making styles).  

Community foundation staff can play a key role in smoothing those transitions in donor families, often helping families plan and prepare earlier than they’d do on their own. Opportunities for that support will continue to rise during this great intergenerational transfer of wealth. In this webinar, two community foundations will discuss their work together in managing a generational transition and the impact of the work on both the foundation and the donor family. 

Please note this Spark Session is only available to those that belong to the Community Foundations Family Philanthropy Network. Not yet a member? Please contact community@ncfp.org for more information.

About this series

This program is part of the Spark Session series under NCFP’s Community Foundations Family Philanthropy Network. The series is designed for community foundations to exchange practical advice, tools, and tips from peers on aspects of their family philanthropy engagement. In one hour, this content-rich webinar feature peer case study examples and will allow attendees to delve deeper through an open facilitated dialogue.

Please Note: 

The recording and related materials for this Spark Session webinar are available only to NCFP’s subscribing community foundations. It is located in our community foundation’s Dropbox folder of shared files. Please contact community@ncfp.org if you need a link to the Dropbox folder.

Featured Speakers

Tony Macklin

Tony Macklin

Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about…

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Additional Presenters

Additional presenters coming soon!

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Additional questions? Contact community@ncfp.org.

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