Legacy is a fundamental consideration in the practice of effective family philanthropy. It should be embraced and considered regularly, done with intentionality that is born of values and is reflective of the needs of the family, as well as the end beneficiaries. With this in mind, a modern framework—one that shifts legacy from a reactive construct to an emergent one—is provided to guide you throughout the lifecycle of your family philanthropy.
For additional guidance, a companion workbook is available. You’ll find practical tips and strategies, as well as stories from giving families and questions for your own reflection to help bring this modern framework to life.