So you want to be a family philanthropist?

Thursday, August 14, 2014, 12:00 PM until 01:30 PM EST
90 minutes
Webinar Replay
Who should attend

Philanthropic donors, families, and those who work with them interested in understanding the questions to ask when deciding between a private family foundation and a donor advised fund for family philanthropy.


Sometimes philanthropy is done purely for altruistic reasons, but often there are other motivations. Donors with an interest in engaging their family in shared philanthropy must carefully review both the tax implications and administrative costs of the charitable vehicle(s) they consider, as well as the degree of control and influence they wish to retain for years, and perhaps generations, to come. It’s not always an easy choice! What are the questions that donors should ask to determine the best vehicle for their hopes and needs? How do families reflect on their philanthropic goals and their family goals to determine how best to structure their giving? This webinar features long-time family philanthropy advisor and author Julia Kittross, as well as two donors who came up with different answers to the question of what vehicle was right for them.

Event downloads

What participants said:

The information provided on how to engage younger generations was very relevant and invaluable. Additionally, I appreciated the advice on how to approach philanthropy by determining what you want to accomplish, then identifying the proper vehicle through which to do so.


I gained an understanding and acceptance that the family members of different generations interest and availability changes over the years.

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