About this Video Series

While every philanthropic journey is unique, there are points at which all families must make decisions. This video series provides a comprehensive introduction to critical concepts in family philanthropy and questions to consider as you navigate your giving.

Navigating Family Philanthropy Videos

1. Defining Your Philanthropic Purpose

Why do you and your family want to give? Your answers will illuminate your identity, passion, and desired legacy—and uncover your shared philanthropic purpose.

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2. Choosing Your Philanthropic Vehicles

Philanthropy takes many forms. The selection of a social impact vehicle is an important consideration in the pursuit of effective philanthropy.

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3. Strengthening Governance and Family Dynamics

Governance, a system for who will make decisions and how, is the means by which you and others—your family or non-family stakeholders—can strive together to achieve long-term philanthropic success.

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4. Choosing Your Social Impact Strategies

At its core, grantmaking brings your objectives to life to create good for others. Your philanthropic strategy is the roadmap to achieve your desired social impact.

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5. Assessment & Learning

Effective philanthropy is a process of continual learning. A structured learning agenda and assessment plan will strengthen your philanthropic purpose, strategy, impact, and family engagement.

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6. Operations & Management

From tracking budgets and expenses, hiring and exploring investment opportunities to bookkeeping and working with advisors, philanthropy requires varying levels of administration.

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7. Planning for Legacy and Succession

It is helpful to consider legacy and succession early in the lifecycle of your philanthropy, with an understanding that your views will no doubt evolve over time. What is the significance of your philanthropy?

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