Member Resource
Two-Part Family Philanthropy Case Study: Couple and Family Meetings
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This two-part case study first gives you practice in navigating your first meeting with a couple and then managing a second meeting with the couple and their two children. The Philanthropic Initiative (TPI) developed it for community foundations in 2007. The role play exercise requires at least seven people – a facilitator, four people to play the family members, and two people to play the…