Dear colleagues and friends,
Those in the know say Friday afternoon is the worst possible time to send out an email newsletter! However, I have recently learned that next Tuesday's webinar sponsored by Advisors in Philathropy will be free for those on my mailing list and I thought some of you would be interested.
Why a Mission Statement isn't Enough: Creating an Expression of Donor Intent
With Amy Zell Ellsworth and Susan Turnbull, co-authors
Across Generations: A Five Step Guide for Creating an Expression of Donor Intent.
The legal documents that establish a family foundation, charitable trust, donor advised fund or planned gift usually do not begin to reflect the richness of personal history, values and visions that lie behind the voluntary act of generosity. Chances are those motivations and back stories are not only very interesting, but may be largely unknown or misunderstood by successors, who often struggle to find consensus, set direction and fulfill their responsibilities in the absence of an appreciation of the deepest purposes of the instrument.
Learn about the advantages of creating a non-binding donor expression of intent as a valuable complement to governance documents.
