A 5 Step Guide for Creating an Expression of Donor Intent
The workbooks provides 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 an excellent starting point if you wish to accomplish one or more of the following:
- explore and articulate the origin and meaning of your charitable goals and intentions
- consider and reflect on 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 on the foundation of your vision
To purchase a full hard copy of this workbook, please contact Jennifer Montone at 617-338-5880 or jmontone [at] tpi.org.