
Protecting Your Legacy
A Wise Giver’s Guide to Honoring and Preserving Donor Intent
Available Formats:
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Complimentary printed book for qualified donors.
E-mail us at main@PhilanthropyRoundtable.org or call 202.822.8333
The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.
This comprehensive, easy-to-read book outlines—with a clarity and authority never before achieved—all of the vital steps needed to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs.
No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don’t act to enshrine your philanthropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.
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Preface
By: Adam Meyerson -
Chapter 1: An Introduction to Donor Intent
By: Joanne Florino with David Bass -
Chapter 2: Defining Your Mission
By: Joanne Florino with David Bass -
Chapter 3: Choosing a Timeframe for Donating
By: Joanne Florino with David Bass -
Chapter 4: Finding the Right Vehicle For Your Mission
By: Joanne Florino with David Bass -
Chapter 5: Governance
By: Joanne Florino with David Bass -
Chapter 6: Hiring, Operations, and Grantmaking Consistent with Donor Intent
By: Joanne Florino with David Bass -
Chapter 7: Giving Wisely to Colleges and Universities
By: Joanne Florino with David Bass -
Chapter 8: Recovering Donor Intent When Things Go Wrong
By: Joanne Florino with David Bass -
Conclusion
By: Joanne Florino with David Bass