To position your wealth and philanthropic goals in an optimal position for the long-term, there are 8 strategies that can help activate high-impact capital and initiate purpose-driven charitable giving.
Family Philanthropy
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The act of giving through family philanthropy can be a transformative experience for both family members and the communities they serve, sometimes with an impact that lasts generations. However, achieving a positive, enduring impact requires purposeful vision and decision making throughout the lifespan of the family's philanthropic work. With the deep experiences of philanthropic families and advisors showing the way forward, the roadmap to meaningful giving can be made easier and more effective.
Your fellow FOX members have contributed these philanthropic planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.
More than ever before, giving families are working to involve multiple generations in their philanthropy. This emergent trend comes with a shift that focuses the conversation of next generation engagement from a “passing the baton” mentality—where succession planning is the motivator for next gen participation—to an intergenerational focus. Knowing how to make the most of your family’s time, talent, and treasure can be an opportunity of a lifetime to create profound family ties and remarkably effective family philanthropy.