Transitions in Family Philanthropy: A Primer for Community Foundation Staff and Donor Families

No matter the intensity of the emotions they generate, transitions have the potential to affect the course of your family’s life. These transitions also impact your family’s philanthropy — and how your family chooses to manage its charitable giving vehicles, such as your donor-advised fund or foundation. This Passages Issue Brief provides tips and tools for donor families and community foundation staff preparing for, managing, and making the most of the inevitable transitions in family philanthropy.

NOTE: This special issue brief has been designed so that community foundations in NCFP’s Community Foundations Family Philanthropy Network may co-brand for distribution to their donors and advisors. To do so, please contact NCFP at community@ncfp.org for options.