The Family Giving Lifecycle
Family philanthropy has many points of inflection, during which a family can embrace proven practices and increase momentum or stall out due to uncertainty and lack of clarity. The Family Giving Lifecycle is a seven-stage framework that encompasses the breadth and inflection points of family philanthropy and helps guide donors to effective outcomes.
The Fundamentals
Learn about foundational topics in family philanthropy
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Philanthropic Purpose
Define your motivations, values, principles, and priorities
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Impact Vehicles & Structures
Align your organizational structure with your purpose
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Governance
Build a framework for decision-making
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Impact Strategies & Tools
Translate your philanthropic objectives into action
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Assessment & Learning
Identify methods to measure success
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Operations & Management
Administer your philanthropy in alignment with your purpose
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Succession & Legacy
Explore identity, lifespan, transitions, and successor engagement
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