Unit 4: Philanthropic Planning
Community foundations can help generous families discern and refine their values, principles, vision, interest areas, goals, and more. Some provide off-the-shelf materials for donors to use, some provide customized templates to discuss with staff, and others provide workshops.
READ (90+ minutes)
These free resources are easy starting points for families to use on their own or in conversation with community foundation staff.
- Donor Legacy Statements, Values Statements, and Ethical Wills: this blog post compares the options for each of these types of legacy statements and provides examples and links.
- Giving Together: A Workbook for Family Philanthropy (The Philanthropic Initiative): 15 worksheets to help answer key questions about family members to be involved, decision-making models, shared values, giving history, guiding principles, grantmaking criteria, and more.
- Your Philanthropy Roadmap (Rockefeller Philanthropy Advisors): 5 key questions for shaping individual and family giving, and a good start for a family discussion. The roadmap is part of a free, growing set of short guides that help donor couples and families answer basic questions about everything from engaging younger generations to finding focus and strategy in giving, and from planning major gifts to assessing impact.