Carnegie College

An educational series offered to clients, friends and the community complimentary of Carnegie Investment Counsel .

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Philanthropic Succession Planning

May 17 @ 12:00 pm - 1:00 pm


We’ll discuss strategies to help communicate the experiences that have shaped your philanthropic values and engage multiple generations of family in continuing your philanthropic legacy. Some items we’ll discuss:

Telling your story:
As multi-generational families are complex and dynamic enterprises, it should come as little surprise that there is no “one size fits all” solution for communicating your charitable philosophy with the next generation.

Generational differences:
Taking time to view important issues and decisions through each generation’s lens can be an invaluable experience when it comes to developing a philanthropic legacy.

Charitable succession planning vehicles:
We’ll provide an overview of a few popular charitable vehicles used to involve multiple generations in philanthropy, as well as strategies to help ensure family members are engaged both now and in the future.

This event is hosted by Carnegie Investment Counsel and is a part of our ongoing educational series, Carnegie College. We welcome you to bring a guest to this event. Click the ticket link to register for this FREE event. Complimentary Lunch will be provided.

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Mindy Mackey


Carnegie Investment Counsel
30300 Chagrin Blvd
Pepper Pike,44124United States
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