Episode Details

The greatest opportunity in philanthropy today isn’t just the transfer of wealth, it’s the transfer of values across generations. With trillions set to move from silent, high-capacity families into foundations and DAFs, nonprofits must build relationships that go far beyond the matriarch and patriarch. The organizations that thrive will be the ones mapping families, engaging heirs early, personalizing communication, and becoming trusted conveners of multi-generational giving conversations. When done well, you don’t just secure a gift, you become part of a family’s story for decades.