The NCFP Guide to Navigating Transitions

Transitions in family philanthropy can affect leadership, governance, family relationships, staff, grantee partners, and charitable strategy. This guide provides a practical framework for preparing for change and guiding a philanthropic organization through each stage of a transition.

Families and their advisors will find actionable guidance for building organizational readiness, identifying the need for change, evaluating possible paths forward, communicating with stakeholders, and successfully embedding a new direction.

(1126-UKFF)

DAFgiving360™ is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.

Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.

DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

© 2026 Donor Advised Charitable Giving, Inc. All rights reserved.

(0425-LVF3) DAFgiving360 Tax ID number: 31-1640316