A Guide for Advisors: Developing a Family Philanthropy Plan

Consider what your clients are looking for in their family philanthropy. For themselves, for their families, for society. Can you imagine asking similar questions of your client? What would they say? Imagine that you’re the family matriarch or patriarch, being asked the following questions by your advisor. Try to answer them.

This Collection

Professional Advisor Work: Community Foundations Family Philanthropy Network

This collection of sample documents for working with Professional Advisors is part of NCFP's Online Toolbox for the Community Foundations Family Philanthropy Network.

See Collection

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!

Signup

Family philanthropy improves the quality of life for all. Join our family!

Join Now