Learn what it takes to keep a foundation vital and effective for more than four generations
Learn why conducting a full and thoughtful review of your foundation’s past grantmaking and social impact can help craft meaningful goals for moving forward.
Learn the benefits and considerations of including non-family members on a family foundation board.
Understand and prepare for the challenges that accompany a sudden significant increase in foundation assets.
Prepare for common inflection points, including bringing in the next generation, an increase of assets, change in leadership or staff, and dispersal of family members.
Strike the right balance between too much and too little control.
Know the rules around paying insiders for their work on the foundation.
Learn how to calculate the foundation’s minimum distribution requirement.
Compare the advantages and disadvantages of two possible structures for your private foundation.
Make a plan for a change in board leadership.