When Philanthropy Becomes a Family Affair: Advising Across Generations

National Network of Consultants to Grantmakers · June 2026 · Conference Session

Families now direct a growing share of philanthropic capital — through private foundations, donor-advised funds, LLCs, family offices, impact-investing platforms, and advocacy vehicles. This session unpacked what makes advising families uniquely rewarding and complex: navigating generational transitions, evolving donor identities (women, next-gen, multicultural, and values-driven donors), and the overwhelm of too many choices — and how advisors can position themselves as trusted guides across wealth, values, governance, and strategy.

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