The Meltons recently sold a significant family business. With their advisors’ help, they set up a family foundation and have made their first grants. Then comes cordial chaos as the three generations of Meltons try to formulate a plan for grants that align with a shared vision of impact.
Identify when strategic grant-making advice is needed
Decide whether you will handle grant-making advice or hand it off
CLU, ChFC, MSFS, AEP, CAP,
Wallace Chair in Philanthropy,
The American College of Financial Services