Throughout this paper, we will explore ways in which committees can leverage and streamline
the plethora of information they receive, focus their discussions and decisions, and hopefully, improve their returns to
support the long-term missions of their institutions.
As younger generations are engaged in gift making decisions, differences can be
more apparent. In anticipation of this, it is important for families to have a conversation about succession plans and how
to pass on the tradition of giving.
If you’re looking to gain more control over your charitable giving, establishing a private foundation can help you reach your philanthropic goals. Allen Mast, First Vice President, SunTrust Private Foundation Practice, talks about the reasons why people choose to establish private foundations, related compliance and financial obligations, and the steps you can take to establish a private foundation.