Donor Intent

Wisdom and Warnings

Hosted by Philanthropy Roundtable, “Wisdom and Warnings” is a series that features philanthropic leaders who offer best practices for safeguarding donor intent. We believe honoring donor intent is one of the most effective ways to protect private giving, and is essential to a healthy philanthropic sector.

Featuring:

  • Lawson Bader, president and CEO, DonorsTrust and Donors Capital Fund
  • Linda Childears, former president and CEO, Daniels Fund
  • Kim Dennis, president, Searle Freedom Trust
  • Heather Dill, president, John Templeton Foundation
  • Calvin Edwards, founder and CEO, Calvin Edwards & Company
  • Richard Graber, president and CEO, The Lynde and Harry Bradley Foundation
  • Tom Riley, president, Connelly Foundation
  • Kenneth Robinson, president and CEO, The Dr. P. Phillips Foundation
  • Dylan Tatz, president, Newton & Rochelle Becker Charitable Trust
  • Carrie Tynan, CEO, Adolph Coors Foundation
  • David Weekley, chairman, David Weekley Family Foundation
  • Keith Whitaker, president, Wise Counsel Research

Wisdom and Warnings: A Conversation with Carrie Tynan

In “Wisdom and Warnings: A Conversation about Donor Intent with Carrie Tynan, CEO of Adolph Coors Foundation,” Tynan discusses the history of the foundation and its mission to help people help themselves with limited government interaction.

Wisdom and Warnings: How to Protect Donor Intent

In “Wisdom and Warnings: How to Protect Donor Intent,” you’ll hear advice from prominent philanthropists and grantmakers on how to protect a donor’s legacy, including providing written instructions, sunsetting a foundation – and giving while living.

Defining and Preserving Donor Intent

Your success in philanthropy rests on your commitment to do the hard thinking about your mission, and then to build the best structure with the best people to pursue your charitable purpose. Find more articles and examples by clicking on these nine discussions:

  • Mission

  • Timeframe

  • Vehicle

  • Governance

  • Internal Operations

  • Giving to Higher Education

  • When Things Go Wrong

  • Family Foundations

  • External Threats to Donor Intent

We Are Here to Help

The Philanthropy Roundtable’s lineup of donor-intent services is designed to help charitable donors work through the challenging hurdles of ensuring that their philanthropic legacy is honored, both now and in future generations.

Our experts are available to come alongside you and guide you through the process of creating a roadmap for your donor intent.

Joanne Florino, Adam Meyerson Distinguished Fellow in Philanthropic Excellence, is our resident donor-intent expert and is available to assist you with specific questions.

Contact Joanne

Resources

    • How-To Guide

    How to give through a charitable trust for your philanthropy

    • Video

    Balancing Donor Intent with Crisis Grantmaking

    Crisis Grantmaking
    • Philanthropy Magazine

    Back to Bill

  • What are the biggest mistakes donors make that threaten donor intent?

  • Is there a checklist to make the right donor intent decisions?

  • How can I best protect donor intent in my family foundation?

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