Foundation Transitions

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.

Tips for the Talk

Improve your client conversations around philanthropy with these valuable tips.

Charitable Vehicle Guide

Compare five methods of charitable giving and discover which approach might be best suited to your clients’ financial and philanthropic goals.

Foundation Forever?

Get guidance around whether your foundation should exist in perpetuity or sunset after a set period.