Create a clear, multi-generational plan for the continued management and stewardship of your private foundation.
This package is designed to establish who takes over, when they take over, what authority they receive, and how the foundation continues from children to grandchildren and future generations—while the foundation remains the continuing holder of its assets according to its governing documents.
The plan may include:
The purpose is to reduce uncertainty, preserve the foundation’s mission, protect continuity of management, and provide written instructions for the family before an emergency, incapacity, or death occurs.
Protect the Foundation. Preserve the Purpose. Continue the Legacy.
Documents and execution requirements vary by jurisdiction and should be tailored to the applicable foundation structure and state law.
