Your community foundation is in the midst of the greatest transfer of wealth in history. Much of the wealth is tied up in non-cash assets and/or in complex ownership structures. The recipients of the wealth are younger, more often female, and more diverse (ethnicity, gender identity, faith, and more) than your current donor base, your board, and your professional advisor council. Your peers and competitors haven’t just ramped up to accept the assets; they’re ramping up sophisticated services to court and retain the recipients of the wealth. State and federal charitable giving, estate planning, and taxation laws keep evolving.
It’s a rough road ahead for community foundations. Are your policies and practices tuned up for the trip? Are your vehicles and services still attractive given all the other new models out there?
EAC's new, free Multi-Point Inspection can help you diagnose the ability of your asset development, professional advisor, and philanthropic services programs to stay relevant in the coming years. You can download the PDF below, encourage each staff member to fill it out, and discuss the results as a group.
After you've completed your inspection, we invite you to email a copy to Steve to schedule a free 15-minute phone consultation with an EAC team member. We're happy to help you interpret the results and provide quick tips on tune-ups and major repairs to smooth the journey ahead.
It’s a rough road ahead for community foundations. Are your policies and practices tuned up for the trip? Are your vehicles and services still attractive given all the other new models out there?
EAC's new, free Multi-Point Inspection can help you diagnose the ability of your asset development, professional advisor, and philanthropic services programs to stay relevant in the coming years. You can download the PDF below, encourage each staff member to fill it out, and discuss the results as a group.
After you've completed your inspection, we invite you to email a copy to Steve to schedule a free 15-minute phone consultation with an EAC team member. We're happy to help you interpret the results and provide quick tips on tune-ups and major repairs to smooth the journey ahead.
| eac_asset_dev_tune-up_vsn1.pdf |
RSS Feed