DAF & Family Foundation Services | Family Foundation

Family Philanthropy

At Trustee Services Group we have the privilege of working with wealth advisors and client families throughout the United States as together we daily steward our client’s legacy objectives and generational wealth.

As a result, we have gained a unique insight into the practices of generationally successful families.

A Donor Advised Fund (DAF) and Private Family Foundation are two types of structures which individuals and families commonly use to:

Conveniently manage and administer their philanthropic legacy; and
Convene the family generations together to establish and perpetuate family values, develop responsible stewards of the family wealth, and create a shared sense of purpose. In other words, we have seen and experienced how a DAF and Family Foundation can be used as a forum to successfully address the unique issues related to generational wealth.

EXPLORE YOUR OPTIONS

The right approach depends on what you and/or your family hopes to accomplish, how involved family members want to be, and the role you want your DAF or Family Foundation to play in your personal and/or family legacy.

Click below to access a copy of TSG’s Designing Your Philanthropic Heritage Workbook.

Get your copy of the Workbook

*At TSG we have come to understand the “generational success” most families strive for is: 1) The wealth is used to foster family cohesiveness; and 2) The generational wealth is wisely stewarded to live lives of meaning, purpose and impact.

Donor-Advised Funds

A flexible and relatively simple framework for charitable giving and family involvement.

Explore Donor-Advised Funds

Private Family Foundations

A more formal structure for families seeking deeper involvement in governance, philanthropy, and long-term legacy.

Explore Private Family Foundations

Design your Philanthropic Heritage Statement

For those who desire to ensure the same thoughtful approach taken throughout your life with regard to the use of your wealth continues after they are gone, we have created a Workbook to help you define and design your Philanthropic Legacy.

Click below to access a copy of TSG’s Designing Your Philanthropic Heritage Workbook.

Get your copy of the Workbook

A Forum to Educate, Equip & Engage

In our privileged role as Trustee we have seen and experienced how “generationally successful families”* intentionally use the DAF and/or Family Foundation as a forum and classroom for the rising generations of their family – a place where family members learn about the unique story, values, and perspectives which proved instrumental in the creation of the family wealth, as well as how to lead, make thoughtful decisions, work together, and become responsible stewards of the opportunities they have or will been given. In other words, a place to develop subsequent generations of wise stewards of the family wealth.

Educate

Develop knowledge and understanding of stewardship, governance, and financial decision-making and philanthropy

Equip

Provide tools, experiences, and opportunities needed to put knowledge into practice and develop leadership skills.

Engage

Bring generations together to share experiences, explore family values, make decisions, and develop a shared sense of purpose.

Click here to discover how your DAF and/or Family Foundation can be used as a Forum to Educate, Equip & Engage.

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