Our Insights |
Every October, the invitation arrives: Next Year Planning Kickoff. A day is blocked, a facilitator is booked, and by late afternoon the team has a one-page plan and the warm glow that comes from feeling aligned.
Then the page goes quiet.
We saw this up close with a lean organization we began working with a few years ago. They planned in a single day, filed the page, and rarely touched it again.
Read MoreSomewhere between $84 trillion and $124 trillion will move from the baby boomer generation to heirs and to charity over the next two decades, depending on which research firm is counting. A meaningful share of it is headed toward philanthropy, and it's arriving into vehicles built to receive it: donor-advised fund assets grew 30 percent in a single year to $326 billion, and combined DAF and foundation assets are projected to reach $2 trillion by 2026.
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