LibraryScenariosWhen family members disagree about philanthropic legacy
Scenario

When family members disagree about philanthropic legacy

Our family foundation has grown way beyond what our grandmother ever imagined when she started it, and now my cousins and I are split on whether to keep growing the endowment or start giving most of it away while we're alive to see the impact. Some of us think she'd want us to be bold and transformative with it, others think we're stewards who should preserve it for future generations.

Rabia
Online
The coach is replying

More people experience this than they realize.

What we've seen

A group bound by shared inheritance is discovering that honoring the past and serving the future can pull in opposite directions.

Worth thinking about

“Where Are You with The ethics of inheritance — how much to leave??”

If this sounds familiar, the Library can help you find the bigger picture.