When Philanthropy Becomes a Family Affair: Advising Across Generations

  • When Philanthropy Becomes a Family Affair: Advising Across Generations

    Webinar Registration for NNCG Guests (Non-Members)

  • Date: June 18, 2026

    Time: 12:00 PM ET (60 minutes + bonus 15 minutes for informal conversation with presenters)

    Fee For Non-Members and Guests: $55.00 + $2.00 Credit Card Processing Fee

    Note: If you are an NNCG member, register through the NNCG website and Members' Intranet ONLY.

  • DESCRIPTION

    Families now direct a growing share of philanthropic capital – and are doing so through an expanding range of vehicles including private foundations, donor-advised funds, LLCs, family offices, impact investing platforms, and advocacy-oriented entities. At the same time, advisors working with these families must navigate generational transitions, evolving donor identities (women, next gen, multicultural and values-driven donors), and the overwhelm families face in the many choices in their philanthropy.

    This session will help NNCG members better understand the changing family philanthropy landscape, what makes advising families uniquely rewarding and complex, and how to position themselves as trusted guides across wealth, values, governance, and giving strategies.

     

    SPEAKERS

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  • Tony Macklin, CAPⓇ, IPA

    Principal, Tony Macklin Consulting and Director, Advisor Practice, Daylight Advisors

     

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  • Sharmila Rao Thakkar, MPH, MPA, CAPⓇ, IPA

    Principal, SRT Advising

     

  • Are you a philanthropy consultant?

  • Help Us Prepare for the Session

  • What % of your clients are families?*

  • After you hit the "Submit & Go To Payment" button, you will be redirected to the payment page and receive a follow-up email to ensure that you have completed the payment process to complete your registration.

     

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