Family Philanthropy
Core Curricula

More and more business families are creating foundations to channel their charitable giving and give further opportunities for family members to work together. Their reasons are many: The foundation may be seen, in part, as a wealth management/tax strategy. But it also may be created to fulfill obligations to the community; to help others deal effectively with health or welfare problems that have affected family members; to honor religious beliefs, or to demonstrate core family values to the younger generation.

The seminar covers both philosophical and pragmatic topics. It explores the meaning of philanthropy and its impact on families. It also covers, as time permits, the range of organizational structures families choose to carry out their philanthropic work.

Among the topics the program or seminar may include:

	An overview of contemporary ideas about philanthropy
	An exercise for exploring “Values About Inheritance and Philanthropy”
	A discussion of special issues such as relationships with the community, selecting trustees, and continuity planning in family foundations
	Generational breakouts to discuss techniques for involving adolescents and young adults in philanthropy
	Discussion of best practices in governance of foundations