Family philanthropy has many points of inflection—moments to embrace proven practices and advance momentum or to stall out due to uncertainty and lack of clarity. Rooted in intentional philanthropy, the Family Giving Lifecycle framework names these critical points and orients donors toward effective outcomes.

While every philanthropic journey is unique, there are points at which all families must make decisions. Find the tools you need to make decisions that lead to effective outcomes at each stage of your philanthropic lifecycle.


Philanthropic Purpose

Overview
Understanding why you give inspires and informs your philanthropy, infusing all of your decisions with purpose and meaning. It makes what you do matter—for yourself, for your family, and for the communities you support.

Learn how to uncover and articulate your philanthropic purpose.


Worksheets

Impact Vehicles & Structures

Overview
The form your giving takes should follow the function you intend your philanthropy to have.

Explore about the vehicles and structures available to you and how to determine which best supports your philanthropic goals.


Worksheets


Governance

Overview
Governance is the guiding framework that helps you establish decision-making principles, policies, and practices.

Understand the process and value of building a strong governance structure.


Worksheets

Impact Strategies & Tools

Overview
How will you use your resources to achieve your philanthropic purpose?

Learn how to consider the context in which your operating, the role you want to play within that context, and what processes you need to implement to achieve those goals within your role.


Worksheets


Assessment & Learning

Overview
Effective philanthropy is a process of continual learning. An assessment plan will help you define and measure the progress of your partners, your strategy, and the governance and operations of your social impact vehicles.

Find out how to create a robust learning agenda and assessment plan.


Worksheets

Operations & Management

Overview
The form your operations and management take can support your philanthropic purpose.

Learn about various administration constructs and considerations for implementing them.


Worksheets


Succession & Legacy

Overview
The practice of continuous improvement sets in motion a legacy of impact for yourself and family and in the communities and causes you serve. Keeping the legacy alive requires creating and implementing plans for donor intent, lifespan, continuity, and succession.

Explore how to define and build your legacy and prepare for transitions.


Worksheets