The issue then becomes how to organize the philanthropy efficiently so that the grant making remains responsive and flexible, and all trustees feel involved and engaged. Given that cousins frequently have primary professional interests other than the family's philanthropy that compromise their level of engagement, tough question s come into play. It is up to the family to develop the enterprise so that it accommodates differing philosophies that are mutually supportive. Often at this stage of development, the second and third generations will begin to articulate the role that the family's philanthropy plays in their lives. Clear and concise guidelines help to decrease the number of inappropriate inquiries and proposals you will receive.
Guidelines can take the form of a letter or brochure or be featured in an annual report or Web site.