Questions To Guide Your Discussion On Mission And Values

This checklist of questions is designed to help families frame discussions on their shared philanthropic mission and values. Questions include: What are the underlying values of our family related to philanthropy? What are the core values that we agree are central to our purpose? How often should we review this statement? What are our guidelines for revisiting it in the future?

  1. What are the underlying values of our family related to philanthropy?
  2. What are the core values that we agree are central to our purpose?
  3. Given the legacy of our founder, our values, and our traditional giving, what are the components of a mission statement that would best express how we see our common, philanthropic purpose or reason for being?
  4. How can we best use this statement in the future? How can it be an active guide, rather than a piece of paper sitting on a shelf?
  5. Who should see it? Is it internal or external? If it is for public use, how should we publicize it?
  6. How often should we review this statement? What are our guidelines for revisiting it in the future?