Join Vanguard Charitable experts at Family Business Legacy 2026
A successful family business can create significant wealth, and with it, important choices about what that wealth should stand for. The most enduring charitable giving legacies aren’t just financial; they’re defined by shared values, thoughtful stewardship, and a clear sense of purpose.
Strategic philanthropy offers families a powerful way to unite around what matters most to them; supporting the causes they care about, strengthening family connections, and shaping a powerful giving legacy across generations.
An interactive experience designed to foster meaningful dialogue with your family
Join Vanguard Charitable experts, Jodi Rosen and Colleen Cashman, for an intimate, interactive session at the Family Business Legacy 2026 at the University Club of Chicago.
Through a short, guided exercise and collaborative discussion, “Defining the Purpose of Wealth” invites participants to explore the deeper questions behind legacy. You’ll leave with practical conversation starters you can use with your family to begin defining the purpose of your wealth and the impact you hope to create together.
We look forward to seeing you there!
Meet Vanguard Charitable's exit planning experts
Jodi Rosen
Colleen Cashman
Colleen Cashman shapes growth strategies, risk management, and capabilities enabling advisors and donors to achieve long-term philanthropic impact. A Rutgers (Mason Gross) alumna, she holds the Chartered Advisor in Philanthropy® (CAP®) designation from the American College of Financial Services, where she serves on the alumni council.
Explore additional resources for your family
Our DAF at a glance
Get an overview of how a Vanguard Charitable donor-advised fund (DAF) can support your family's unique philanthropic goals and simplify your giving.
Download OverviewEngaging the next generationDiscover strategies for involving your loved ones in meaningful, purpose-driven philanthropy.
Read the blog DAFs vs. private foundations
What's right for your clients? Quickly review the pros and cons of these popular giving vehicles.
Download Comparison Turn illiquid assets into grant dollars
Discover the value of illiquid assets as donations to the nonprofit sector.
Download to learn more
Discover strategies for involving your loved ones in meaningful, purpose-driven philanthropy.
Read the blogDAFs vs. private foundations
What's right for your clients? Quickly review the pros and cons of these popular giving vehicles.
Download ComparisonTurn illiquid assets into grant dollars
Discover the value of illiquid assets as donations to the nonprofit sector.
Download to learn moreHow can you strengthen your family's legacy
with Vanguard Charitable?
- Create a lasting charitable legacy
A donor-advised fund offers a flexible, tax-free platform for building and sustaining your family’s charitable vision over time.
- Simplify complex asset donations
From privately held business interests to real estate and other non-cash assets, Vanguard Charitable helps simplify complex giving, allowing business owners to maximize their charitable impact while optimizing tax benefits.
- Plan with purpose and expert guidance
Purposeful planning connects your family's wealth to your core values and long-term vision. A donor-advised fund serves as a collaborative tool to shape giving strategies that reflect intention, impact, and family unity.
- Maximize tax efficiency during major transitions
Whether your family is planning a business succession, a liquidity event, or an estate transfer, integrating a donor-advised fund into your wealth strategy can help manage risks, reduce tax burdens, and optimize financial outcomes that traditional strategies alone cannot achieve.
Ready to take the next step, talk with our experts!
Maintenance fee may be applied
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.