Defining a Philanthropic Legacy

Thursday, April 4th 1 p.m. ET 10 a.m. PT

Philanthropy holds transformative power, and with thoughtful planning, its impact can extend far beyond a lifetime. By contemplating giving goals and how resources and roles will transition in the future, donors can lay the foundations for a lasting philanthropic legacy. 

Join us for a 30-minute webinar on philanthropy and legacy, where you’ll gain insights in how to define philanthropic intent and create a succession plan.  


Key Points to Be Covered: 

  • The significance of legacy planning for all donors
  • Approaches to shaping your legacy plan, illustrated with examples
  • Guidance on planning and preparing for transitions
  • Ways a donor-advised fund can support a philanthropic legacy
  • Risks and cautionary tales 

Register for Webinar

Jenna Mulhall-Brereton
Chief Philanthropic Solutions Officer
National Philanthropic Trust

Jenna Mulhall-Brereton is NPT’s Chief Philanthropic Solutions Officer and a trusted advisor to preeminent philanthropists, foundations and social sector leaders.

Miki Akimoto
Chief Impact Officer
National Center for Family Philanthropy

Miki Akimoto is NCFP’s Chief Impact Officer and has a long professional history in the philanthropic sector, providing consultation and support for families, foundations and major nonprofits.

Alison Morse 
Vice President Philanthropic Consulting
National Philanthropic Trust

Alison Morse oversees NPT’s Philanthropic Consulting Services, advising donors with philanthropic strategy and issue-based expertise.              .