Stewardship Principles for Family Foundations
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Our governing board respects donor intent and later generations’ interests while also considering the demands of a changing world.
Family Legacy - Principle VIII.
The PrinciplePractice OptionsTools & SamplesSelf-AssessmentOther Resources

Tools & Samples:

A. Encourage living donors to document their intentions, while taking into account the flexibility succeeding generations may need to govern the foundation. I. If competing interests hinder the foundation’s mission or the family’s ties, consider engaging a skilled facilitator to find common ground.


The above materials are for educational purposes only. They are not standard or model forms and should only be used as a reference in developing your own documents with advice from legal counsel where appropriate. Please read the full Terms of Use for more information.

Please note that these materials were collected prior to the passage of the Pension Protection Act of 2006 so do not necessarily reflect the recent changes in the law. As always, these documents should only be used as a reference in developing your own documents with advice from legal counsel where appropriate. For more information on the Pension Protection Act of 2006, see www.cof.org/hr4.
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