The Simplified Succession Plan Your Foundation’s Untapped Superpower

A Free 90-Minute Guided Workshop for Foundation CEOs and Trustees and Family Office Leaders

• Discover how to go from “Overwhelmed” to “Oh, I got this!” when tackling succession planning & avoid the costly mistakes of procrastination.
• Make sure nobody is “left holding the bag” in the event of unexpected departures or ineffective performance.
• Learn simple yet powerful tools to solve larger organizational challenges and maximize your philanthropic impact.

Exclusively for Philanthropy Leaders

This exclusive event is designed for individuals holding positions as Executive Directors, CEOs, and Trustees of grantmaking foundations, leaders of philanthropic family offices, and ultra-high-net-worth donors. We maintain strict oversight over registrations to ensure that all participants meet these criteria. To prioritize the privacy of our esteemed guests, replays of this virtual event will not be made available.