Founders, donors, intent, and family legacy

Estate Planning As A Family: A Collaborative Approach

Posted on April 4, 2005 by David Gage, Ph. D.

The time has come to cast estate planning in a fresh light. For too long,parents and their advisors have conducted estate planning behind closed doors. Each year, billions of dollars of family assets pass from benefactors to inheritors but the process continues to be one of the most sensitive—and secretive—activities within families… Read More

Generations of Giving: Lessons on Governance and Continuity

Posted on February 25, 2005 by Kelin E. Gersick, Ph.D.

For every family member involved in a family foundation or advised fund, there are two fundamental questions: Why are we doing this? And why am I participating? The second in a two-part series, Kelin Gersick presented key lessons on governance and explored questions in the areas of reviewing and reinventing mission, considering family dynamics, and preparing for future generations involvement… Read More

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