Succession and Legacy

This Content Collection provides guidance, questions for reflection, and stories from giving families to help you when considering your legacy of impact in the communities and causes you serve.

This Content Collection encourages you to view upcoming transitions as an opportunity – to learn from where you’ve been, to envision a future built on that past, and to establish systems and practices that allow you to fulfill all the potential you can imagine. It’s the gift of family philanthropy – legacy and promise.

This Content Collection features stories of families who have found successful ways to engage the next generation and youth in family philanthropy, as well as sample policies on next-gen and junior boards, and tips for activities appropriate for sharing the value of family philanthropy with next-gen family members.