Maximizing Your Resources: Structures and Tools

In this webinar, we will explore how family philanthropies can unlock their full philanthropic potential by aligning both traditional and nontraditional vehicles with strategic intent. This session will walk you through how to make use of and combine vehicles such as collaborative funds, intermediary funds, donor-advised funds, private foundations, and impact-aligned investments—all while considering how a family can mobilize its time, talent, ties, testimony, and treasure for maximum effect. You’ll hear from families who have developed diverse portfolios, examine decisions for when and how to adopt or evolve tools, and leave with actionable questions for your own family to use in structuring a flexible, intentional approach that aligns resources for greater impact.