Who’s Up Next? Planning for Leadership Succession

Continuity for a family foundation requires engagement of the next generation, integration of new board members, and a successful transition to new family philanthropy leaders. Do you have a plan for who’s up next in your family’s philanthropy? Have you even decided who is included in the pool (spouses, step-children, significant others, nonfamily)? Will they be prepared—or even willing—to take on the job? Learn how to choose and prepare your grantmaking successors.

Featured Speakers

Lorre Polinger

Lorre Polinger is president at the Howard and Geraldine Polinger Family Foundation.

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Mary Phillips

Mary Phillips has worked with foundation trustees, families, and individual donors for over thirty-five years, and…

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