Our thoughts on Succession Planning in Philanthropy

Succession Planning in Philanthropy

The strategic process of preparing future generations to continue and enhance a family's philanthropic legacy. This involves developing frameworks for transitioning charitable decision-making, educating heirs about giving strategies, and establishing mechanisms to ensure long-term philanthropic impact across generations.

Financial calculator showing charitable impact calculations beside a thriving plant symbolizing compound growth

13 min read

Maximize Donor Lifetime Value: Strategic Charitable Impact Modeling Guide

Learn how to optimize philanthropic impact through smart portfolio planning, tax strategies, and compound social returns for multi-generational charitable giving.

Vintage trust document and fountain pen on wooden desk

14 min read

Perpetual Purpose Trusts: Revolutionizing Multi-Generational Philanthropy

Explore how perpetual purpose trusts optimize charitable giving through enhanced governance, tax benefits, and lasting impact. Learn key strategies for philanthropic legacy planning.

Glass jar with dollar bills next to wooden gavel, illustrating trust and legal financial planning.

14 min read

Charitable Lead Unitrusts: Smart Tax Strategy for Philanthropy and Estate Planning

Discover how Charitable Lead Unitrusts maximize tax benefits while supporting top-rated charities and preserving family wealth. Expert guide to CLUT tax benefits and estate planning.

Professional handshake between two people during a leadership transition meeting

15 min read

Data-Driven Nonprofit Succession Planning: Measuring Leadership Success

Learn how top-rated charities use leadership analytics and talent development metrics to build strong executive teams and ensure smooth transitions for sustainable impact.

Three generations of family members reviewing charitable giving documents together at a table