Across Generations:A 5 Step Guide for Creating an Expression of Donor Intent
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
Option for Advisors: Purchase books in bulk sets of 10
