Exploring Donor and Family Legacy

A donor legacy statement or video typically focuses on how the overall life experiences of the donors and their family inform and guide the grantmaking mission, strategies, and practices of the foundation. These statements may be written by the donors alone, by the donors with other family members, or, in cases where the donor is no longer alive, by family members or a long-time colleague.

This Content Collection provides suggestions on what to include in donor legacy statements, as well as sample legacy statements and stories of how families have translated legacy into grantmaking priorities and focus.

For an exploration of how the traditional concept of donor intent evolved toward the more robust idea of a living, family legacy, see NCFP’s 2001 Journal, Living The Legacy: The Values of a Family’s Philanthropy Across Generations.

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Tips and Tools for Creating a Legacy Statement or Video

Sample Legacy and Intent Statements

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Donor Perspectives

From Legacy to Strategy

Additional Perspectives on Donor and Family Legacy

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