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FAMILY CASE STUDY: Navigating a Community Foundation’s Roles Among a Family’s Professional Advisors

by Tony Macklin

Feb 2, 2017

The Star City Community Foundation has a potential opportunity to work with a generous family planning for a business transition. As is often the case, the information about the opportunity is incomplete. This special case study shares the story of the fictional Lincoln family, and explores the questions, considerations, and challenges facing the community foundation as it works with the family's team of trusted advisors.