This companion guide to the Lifecycle series covers a range of concepts that are fundamental to the practice of family philanthropy. 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.
Understanding the social impact landscape, the principles of effective family philanthropy, and common challenges that giving families encounter such as how to make collective decisions and how to navigate conflict, is essential to having a meaningful impact. Use this primer to understand core concepts that will guide you through the lifecycle of your giving.
Related Resources
- The Fundamentals of Family Philanthropy Webinar Series
The series equips giving families with the latest information and concrete takeaways about evergreen topics in the donor lifecycle and features stories from a wide range of donor families.
- Principles of Effective Family Philanthropy
A guide on the four principles of effective family philanthropy: accountability, equity, reflection and learning, and relationships.
- Trends in Family Philanthropy 2025
The Trends report captures and tracks leading trends in the field of family philanthropy.