Getting Started

Choosing Your Giving Vehicle and Creating Your Mission

As a philanthropic individual or family, it all starts with you. Depending on your vision and goals, you have many choices available to you for establishing a family philanthropy. If you plan on involving family, be sure to discuss your plans as a group so they are engaged from the outset. This Content Collection highlights key factors and questions you’ll need to consider as you chart your path forward, and provides guidance on which vehicle(s) will be best matched for your long-term goals.

Start by downloading and completing the 5-minute Getting Started – Family Giving Considerations Worksheet and reviewing the Getting Started: Vehicle Comparison Chart. If you are considering either the family foundation or donor advised fund option, consider reviewing one or both of the following two NCFP resources:

Founding Questions and Considerations

Grantmaking Mission and Giving Style

Additional Articles and Resources

NCFP Webinars

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