Conducting Your Annual Review

Date:

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.

Growing Pains and Possibilities

Date:

Understand and prepare for the challenges that accompany a sudden significant increase in foundation assets.

Foundation Transitions

Date:

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.

Corporation or Trust?

Date:

Compare the advantages and disadvantages of two possible structures for your private foundation.