Mission, vision, values

Next generation leadership: Exploring transition at the Andrus Family Fund

Posted on August 4, 2009 by Deanne Stone

How to involve a family that size was daunting enough, but the trustees faced another hurdle. Historically, the seats on the family boards had been filled by a handful of family members from a few family branches. The fourth-generation wanted to have a more democratic selection process, but could they suddenly and convincingly open the doors to the family’s philanthropies after decades of exclusion?… Read More

Shaping a Legacy Plan and Working with Your Advisors to Achieve It

Posted on May 15, 2008 by Tracy Gary

Families who think thoughtfully about what they want to achieve with their wealth - either through their foundation, their personal giving or both - and who communicate that clearly to their advisors, will have more success in seeing their legacy fulfilled. Unless you develop a plan and share your vision, your financial advisors may advise you to follow a conservative giving plan that doesn't take into account your capacity to give or desire to go beyond just preserving wealth… Read More

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