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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Sample Policies
Foundation Start-up Checklist
Bylaws
- What Ought to Be in an Organization’s Bylaws (Adler and Colvin, 1999)
- Bylaws (Gordon and Betty Moore Foundation, 2024)
- Bylaws (Goodwin Meisner Family Foundation, 2024)
- Bylaws (Rockefeller Foundation, 2022)
- Bylaws (William and Flora Hewlett Foundation, 2019)
- Bylaws (Tracy Family Foundation, 2019)
- Bylaws (Durfee Foundation, 2016)
Bylaws with Membership Structure or Other Special Purposes
- Bylaws with Two-Tiered Structure (Gordon and Betty Moore Foundation, 2018)
- Bylaws with Two-Tiered Structure (Durfee Foundation, 2016)
- Bylaws Membership Structure (The David and Lucile Packard Foundation, 2015)
- Bylaws for a Limited Life Foundation (Robina Foundation)
- Sample Bylaws with a Focus on Family Branch Representation (Anonymous Foundation)
- Bylaws including Associates Board (Anonymous Foundation)
Bylaws - Supporting Organization
Donor Legacy and Intent Statements
- Workbook: Legacy in Family Philanthropy a Modern Framework (Fidelity Charitable, NCFP, 2023)
- Writing a Founders Letter to the Family
- Donor Legacy Statement (Robert and Patricia Switzer Foundation, 2017)
- Founders Statement (Brinson Foundation, 2016)
Mission, Vision, and Values Statements
- Core Identity (Sauer Family Foundation, 2020)
- Values (Ausherman Family Foundation, 2016)
- Core Values (Bainum Family Foundation, 2016)
- Core Values (Genuardi Family Foundation, 2016)