Philanthropy As A Family

Whether it’s volunteering as a family or funding a philanthropic trust or foundation, many families find that giving back to the community together is invaluable in building relationships, creating identity, and forming legacy.

This workshop walks through the various philanthropic vehicles that can be setup, such as a family foundation, charitable lead or remainder trust, or a donor advised fund. Perhaps more importantly, this workshop offers ideas in how to incorporate kids and grand-kids in the philanthropic process to help fashion a family identity.