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

Bylaws - Supporting Organization

Donor Legacy and Intent Statements

Donor Legacy Discussion Modules

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