Planning for tomorrow is the best way to be prepared for today. The charitable giving you have done, and continue to do, makes a real difference in our community. But the future is something we must consider. I invite you to think about a time in the future after you’re gone. Is your impact still being felt?
Succession planning for charitable giving is one of the most effective ways to ensure that your legacy is more than just a memory. It allows your values, passions, and generosity to continue supporting the community, programs, and causes you care about for generations to come.

One of the first and most crucial steps to succession planning is documenting your charitable intentions. This includes identifying the causes and areas that you are passionate about, the impact you hope to make, and the values that guide your giving. Sharing these wishes with your advisors, as well as those who may help steward your charitable dollars in the future, provides clear guidance for carrying your vision forward in the way you intend.

Just like charitable giving, succession planning looks different for everyone. We invite you to leverage the foundation’s expertise in this area. We would be honored to sit down with you, your loved ones, and your advisors to help shape and preserve your philanthropic legacy and ensure that your charitable giving continues to honor your wishes, values, and personal mission.

Start your succession planning today.