Giving Across Generations
Family philanthropy is a way to build a culture of giving that lasts for generations. Combining your passions and resources can be deeply rewarding, and it can also be complicated since values, interests and approaches can differ by generation. Wherever you are on your journey, we can help you create a plan that engages everyone and lays the foundation fo an enduring family legacy.
Wherever your family is starting
We customize our approach to reflect your family's values, preferences, and plans for the future.
GETTING STARTED
New to giving together
Explore the values you share and decide how you want to give as a family, with a simple structure that can grow with you.
GROWING UP
Raising young children
Introduce children to giving through volunteering, family conversations, and age-appropriate ways to take part in decisions.
CONTINUING A TRADITION
Multiple generations of giving
Clarify roles and responsibilities, plan for succession, and welcome the next generation into your family's giving.
Services to support your family
Family meetings
Our team includes 21/64-certified advisors who are trained and experienced in facilitating family meetings. We can lead values workshops, help you navigate discussions about wealth, introduce new advisors to the giving process, and talk through how your giving can have the greatest impact, now and in the future.
Room for the next generation to lead
Many adult children and grandchildren want to give in their own way, and we can help in whatever way fits your family:
- A greater say in grant decisions from your family fund
- Funds of their own to grant from, which they can share with their own children
- Learning and networking with other donors at a similar stage, to build confidence in leading their giving
Grantmaking assistance
You have access to a multidisciplinary team who can advise you on the best giving tools and approaches for your family, and who keep a finger on the pulse of our community. They can share insights on the opportunities and initiatives driving our region forward, connect you with nonprofits you would like to visit, and provide grant research in your areas of interest, so your grants strategy is both fulfilling and effective.
Succession planning
Whether you have a donor advised fund or a private foundation, we can help your family create a succession plan that eases the transfer of responsibility from one generation to the next. We also offer ways to plan gifts that carry your legacy forward for years to come.
Family engagement programs
Volunteering is a fun, easy way to introduce younger family members to giving. Search our volunteer center for projects by age, location or interest. Our learning programs are also a great way to meet other donors and explore the issues you care about.
Connect With An Expert
We’re here to help you make an impact. Let’s connect and explore the possibilities.