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.


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Board Forms

Donor Legacy and Intent Statements

Mission, Vision, and Values Statements

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Policy Central: Sample Policies and Practices

NCFP's Policy Central includes sample policies and practices in the areas of governance, grantmaking, family dynamics, engaging the next generation, investments, management, and staffing. New samples are added frequently, and are here when you need them!

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Woman planning family philanthropy

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