- A multi-generational family was looking to scale up their philanthropy, wanting to become more intentional and strategic in their giving rather than simply reacting to ad hoc solicitations for charitable support.
- Each member of the family had different giving interests and priorities, but they wanted to learn alongside each other and bring the youngest generation into the process to ensure they could continue the family’s charitable commitment into the future.
- They also wanted to avoid the expense and commitment of establishing a private foundation with full-time staff.
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