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.


Choice of Vehicle


Bylaws with Membership Structure or Other Special Purposes

Board Forms

Donor Legacy and Intent Statements

Mission, Vision, and Values Statements