Across Generations:A 5 Step Guide for Creating an Expression of Donor Intent

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By Susan Turnbull and Amy Zell Ellsworth (The Philanthropic Initiative)

A great tool to initiate and structure conversation or to craft a written statement of intent

Everything you need to think through and express the values and vision behind your decision to establish a charitable fund, foundation or bequest. A 24 page workbook style guide for individuals, couples or families, it provides a terrific starting point if you wish to accomplish one or more of the following:

  • explore and articulate the origin and breadth of your charitable goals and intentions
  • consider and reflect upon the life of a deceased donor whose goals and intentions you wish to understand and respect
  • empower successors or beneficiaries to carry forward and build upon the foundation of your vision

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