Planning for an Influx of Assets

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. With more money come increased opportunities and challenges. For family foundations—particularly those for whom the influx comes as a complete surprise, or who haven’t planned in advance—a change in asset size can feel downright disorienting. This special webinar, featuring two family foundations who have been through, and are still in the midst of, an increase in assets will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today.