Getting multi generations to align on a giving strategy that reflects their diverse interests can be complex. Our third annual Family Forum is designed to simplify the process families go through to create a lasting, meaningful legacy of philanthropy.
Families and professional advisors are invited to join us at 9 a.m. on Wednesday, October 26 for a half-day session focused on varied aspects of multigenerational philanthropy, including:
- Forging meaningful, collaborative relationships with professional advisors (estate planners, CPAs and financial advisors)
- Trends in family philanthropy
- A panel discussion featuring three families – and their distinctly different approaches to multigenerational giving.
To register for the event taking place at CCF Headquarters, contact Helen Wolfe, Senior Director of Development and Stewardship (and a 21/64 Certified Advisor) at 854-222-3458 or Helen@coastalcommunityfoundation.org. Interested but unable to attend? Get in touch with Helen and share your goals, and you’ll be on your way.
