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Home > Services & Resources > Publications > Primer Series > Succession & Family Issues Primers

 

Succession & Family Issues Primers

Three Ways to Order:

Online

By mail or fax

By phone:
888-212-9922;
202-580-6560 (local)

Connecting to Your Family's Foundation: A Primer for the Next Generation

For the next generation - learn tips and strategies to get involved in your family foundation’s succession planning process. Discover how your involvement can help the foundation, teach you skills, and enhance your respect in the family.
Members: $10
Non-members:$15

Involving Children in Philanthropy

Offers family members principles and strategies for involving children in giving and volunteering. Provides tips for teaching financial values and financial literacy, and includes techniques for involving teens in family foundation boards. Along the way, families relate their own stories of how they have involved their children in philanthropy. The Primer is organized around two groups of young people: younger children and teens.
Members: $10
Non-members:$15

Making Plans for Succession: What Founders Need to Know
For the founder - learn tips and strategies to create a successful process for training and involving the next generation in your family foundation, and for preparing younger members for leadership.
Members: $10
Non-members:$15

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Additional topic areas
Essentials - The 101 Series
Administration
Getting to Impact
Grantmaking
Boards & Governance
Investments
Succession & Family Issues
Tax & Legal
Other Topics

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