Across Generations

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A 5 Step Guide for Creating an Expression of Donor Intent

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

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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