Grantee-Funder relationships during the sunsetting phase are equally as important as when they start out. This post provides ways to manage the relationship during the wind-down process.
Second in a series on sunsetting a foundation. There are ripple effects to winding down a foundation; in this installment we explore the impact on NextGen leadership.
Six questions to ask when sunsetting a foundation or winding down your donor advised fund.
Imagine if everyone felt safe in their own homes and communities… what would that look like?
Platform Calgary hosted James Hughes for a conversation about family legacy and wealth planning.
What is a Donor Advised Fund and how does it work?
Some you might remember the Hanna-Barbara cartoon, The Jetsons from the 1960/70’s. A couple generations […]
Legacy plan marketing and advisory services tends to focus on heterosexual, married couples, where the wealth is created by one spouse or inherited. So what does legacy mean for those who do not fit that description? This article explores what a legacy looks like when you don’t have children and you created your own wealth.
