Succession and Legacy
Exploring Identity, Lifespan, Transitions, and Successor Engagement
Define your legacy, consider your philanthropy’s lifespan, and decide on a succession plan.
This primer will help you and your family to define your philanthropic legacy, consider your philanthropy’s lifespan, and decide, if needed, on a succession plan. It includes worksheets to help you apply the concepts to your work as well as a playbook that you can create with your family to codify decisions and plan your course of action.
The topics of succession and legacy invite you to envision a future in which you won’t be actively managing your philanthropic vehicle or social impact strategy. Use this primer to make intentional and informed choices on these topics.
The Family Giving Lifecycle primers are available to NCFP members only.
