Planning for an Influx of Assets
Posted on September 10, 2015 by Tara Brown, Katherine Lorenz, Elaine Gast Fawcett
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An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. For family foundations—particularly those for whom the influx comes as a complete surprise—a change in asset size can feel downright disorienting. … Read More