The Family that Gives Together…

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.

 

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