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Planning for an influx of assets

When
Thursday, September 10, 2015, 12:00 PM until 01:30 PM EST
Duration
90 minutes
Where
Webinar Replay
Who should attend

Board members, staff, advisors, and donors in family philanthropy.

Description

An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. With more money come increased opportunities and challenges. For family foundations—particularly those for whom the influx comes as a complete surprise, or who haven’t planned in advance—a change in asset size can feel downright disorienting. This special webinar, featuring two family foundations who have been through, and are still in the midst of, an increase in assets will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today.

Event downloads

What participants said:

NCFP consistently and brilliantly presents the very best education to family foundations and donor advisor funders. Though I actively participate in educational opportunities with many organizations in the philanthropic center it is those offered by NCFP that drill deeper into issues, savor the nuances of family grantmaking and produce products that motivate and inspire in an all embracing understanding of families and the dynamics that challenge them.

Shirley Fredricks, Board Member, The Lawrence Welk Family Foundation

The Family Philanthropy Webinar series is a wonderful resource, allowing us to "attend" sessions from all over and to share materials with other members of our foundation. The transcripts of the sessions are also a valuable resource. Thank you for these Webinars.

Sukey Garcetti, Secretary/Treasurer, Roth Family Foundation
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