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Transition to Family Giving

Strategic planning for bringing your loved ones around the table to discuss moving from individual or couple’s giving to participatory family giving with nuclear or extended family

Next Generation

Bringing the next generation of children into your giving, defining priorities, goals, and roles and codifying governance and policy for maximum impact, efficiency and fulfillment

Building a Family Vision

Identifying shared values, or coalescing family members with different giving priorities into a shared family foundation vision, managing the family dynamics that accompany the process

Launching Family Initiatives

Programmatic partnership from an expert in executing a personal or family foundation's special project, campaign, or initiative aligned with their philanthropic goals

FAMILIES 

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Philanthropy is deeply connected to family. It looks different for each family, depending on how you engage your loved ones in your giving. A trusted advisor can help you best navigate designing or executing your philanthropy as a family.

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This work might look like:

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Photo Credit: Brandon Moye

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  With Amber + CC Sabathia's PitCCh In Foundation +     

  Boys and Girls Club youth, Bronx, New York City      

Photo Credit: J. Grassi. PMC

Honoring Daniel Craig and Rachel Weisz for their family's support of education and youth, New York City

Photo Credit: MDSF

  With the Michael and Susan Dell Foundation, talking      

  college access and career pathways, Austin, TX     

For Organizations 
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