Policy Central: Getting Started With Family Philanthropy

Looking for sample bylaws, donor legacy or intent statements, or sample mission statements? Need an example of a donor advised fund agreement? You’re in the right place; included here are a variety of sample forms and agreements used by donors and families setting up a family philanthropy.

For additional guidance and resources on all aspects of the Family Giving Lifecycle, see the Family Giving Lifecycle Toolkit.

Choice of Vehicle

Foundation Start-up Checklist

Bylaws

Bylaws with Membership Structure or Other Special Purposes

Donor Legacy and Intent Statements

Donor Legacy Discussion Modules

Mission, Vision, and Values Statements (see also, "Philanthropic Purpose" below)

Governance Decisions (Primer and Worksheets from the Family Giving Lifecycle Toolkit)

Philanthropic Purpose (Primer and Worksheets from the Family Giving Lifecycle Toolkit)

Succession, Legacy and Lifespan (Primer and Worksheets from the Family Giving Lifecycle Toolkit)