Raised Catholic in the Philippines, Angelica Berrie now runs a charity that gives 40% of its money to Jewish causes, including unconventional ones, such as helping gay and transgender Israelis.

Source: www.forbes.com

Succession planning for philanthropy is not just for the wealthy.  This is about defining your values during your lifetime through daily actions – – – it’s not just words or writing checks.  But it is important to use words to clarify who, how and when the baton will be passed on.  So work with your advisors and your loved ones to design a great estate plan.

What are you passionate about?  What do you actively support?

If you don’t want the good work to end when you take the final bow, then write out a plan . . . talk with others, mentor younger people who share the passion, have an updated estate plan.  Don’t let a “gap” exist after you’ve gone!