Legacy in Family Philanthropy: A Modern Framework

Posted on May 16, 2021 by Shira Saperstein, Janice Simsohn Shaw

Adult hand holding child's hand - legacy
Legacy is a fundamental consideration in the practice of effective family philanthropy, yet it remains one of the most ambiguous and often overlooked concepts in our field. Many families approach legacy with a retrospective lens—one that reflects on a philanthropic effort across a number of years or even generations. However, legacy is emergent and iterative. It ought to be considered… Read More

Succession Planning and Family Transitions

Posted on December 8, 2020 by Mary Phillips

hand giving set of keys to another hand - succession, passing the baton, transition
Change is inevitable and can be especially complex in family philanthropy. There are a number of questions to explore to ensure the success of a collective giving effort. What are the anticipated moments of transition? What are the plans to navigate accordingly? Who is best suited—and prepared—to lead the family philanthropy effort moving forward? Is there a clear plan for… Read More

Death, Legacy, and Leadership Transition

Posted on October 12, 2020 by Elaine Gast Fawcett

The death of a foundation leader or senior family member is likely the most emotional change a foundation will undergo. Suddenly, or not so suddenly, family members and the board face grief and loss, and also an onslaught of financial, legal, and organizational issues. How can you plan ahead, as a foundation and as a family? And how can you… Read More

Community Foundations Network Topical Call: Legacy Planning as a Part of Family Philanthropy

Posted on December 2, 2019 by Alison O’Carroll, Erin Drury Boorn, Jan Lane, Beth Harper Briglia

How do community foundations consider and offer legacy planning as an option for families in their philanthropy? Join the Community Foundation for Greater Atlanta, the Chester County Community Foundation, and the Central New York Community Foundation who will share about their legacy planning work… Read More

Transitions in Family Philanthropy: A Primer for Community Foundation Staff and Donor Families

Posted on July 31, 2017 by National Center for Family Philanthropy

No matter the intensity of the emotions they generate, transitions have the potential to affect the course of your family’s life. These transitions also impact your family’s philanthropy — and how your family chooses to manage its charitable giving vehicles, such as your donor-advised fund or foundation. This Passages Issue Brief provides tips and tools for donor families and community… Read More

Things We Wish Our Founders Had Told Us: Interpreting Donor Legacy

Posted on November 29, 2016 by Susan Packard Orr

This special NCFP Distinguished Fellow Essay by Susan Packard Orr explores the questions that Susan and her fellow trustees wished they had asked of the founders when they were still alive. From the introduction: This year marks the 20th anniversary of our father’s death. Our mother has been gone almost 30 years. During this time, we have worked to build… Read More