These resources have been curated especially for participants in the My Family Legacy Plan workshop during the YPO Houston Gold Necker Island 2022 retreat. These materials will provide guidance and food-for-thought as you clarify your priorities and explore how philanthropy can be a critical and sustaining component of creating your family’s legacy and helping it flourish.
Getting Started
These resources are designed to answer many of the common questions you may have when embarking on your legacy planning initiative.
Doing More with Your Foundation
Private foundations are the gold standard for families that want to preserve their values and create multi-generational impact. These materials can help you take advantage of the power and flexibility of your family’s foundation.
Involving Your Family
Philanthropy can be more effective – and more meaningful – when you include the people you love the most. It’s also a powerful teaching tool for children and students as they acquire skills that will help them with life, leadership and achievement. These materials provide tips for getting, and keeping, the whole family involved.
Getting Actionable
These worksheets can make sure you cover the basics when identifying causes and charitable organizations to support and making sure your family members are a key part of the process.
