Creating your family’s giving legacy through high impact philanthropy

Watch a replay of the webinar by clicking the play button.

Follow along as Vanguard Charitable and Family Business Magazine discuss how to focus your family’s philanthropy with a long-term, strategic lens to ensure your charitable legacy endures for generations to come.


During this webinar, you’ll learn how to:

  • Increase your family’s charitable impact through unique giving strategies.
  • Identify highly tax-effective assets to support your charitable goals.
  • Create short- and long-terms goals to maximize your family’s philanthropic legacy.
  • Access resources and activities to engage the next generation in creating your family’s mission.


Jodi Rosen

Jodi Rosen

Director of Business Development, Vanguard Charitable
Julien Franklin

Julien Franklin

Philanthropic Development Consultant, Vanguard Charitable


David Shaw

David Shaw

Publishing Director, Family Business Magazine

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