Forum of Regional Associations of Grantmakers

Sharing Our Stories, Improving Our Work (PDF)
Council on Foundations
This archived “Family Matters” newsletter highlights various ways for foundations to honor donor intent and pass on the founding donor’s goals, expectations and values to future generations.
www.cof.org/files/Documents/Newsletters/FamilyMatters/FMFall02.pdf

Living the Legacy: The Values of a Family's Philanthropy Across Generations (National Center Journal, Volume 3)
National Center for Family Philanthropy
This Journal provides guidance on how a founding donor's intent can be interpreted, maintained, adapted and carried out by succeeding generations of family foundation trustees and staff. Available for purchase.
www.ncfp.org/publications-main.html

Donor Intent: Interpreting the Founder’s Vision (PDF)
The Philanthropy Roundtable
Two essays discuss the parallels between constitutional interpretations of donors’ intentions and the question of how best to enforce donor intent.
www.philanthropyroundtable.org/guidebooks/Donor%20Intent.pdf

Story Time
Chronicle of Philanthropy
This article describes how some foundation leaders are using storytelling as a way to honor the founding donor’s intent and share values and traditions.
www.philanthropy.com/free/articles/v17/i22/22003501.htm

Megan Wentworth

Stewardship Principles for Family Foundations (PDF)

Council on Foundations

A guide of nine principles for family foundations regarding stewardship. Principle eight and pertain to family legacy-honoring intent and recognizing later generations' interests.

http://www.cof.org/files/Documents/Family_Foundations/Family_Stewardship.pdf

Kate Cassidy

For Additional Resources, please see the Donor Intent section of the Grantmakers of Oregon and Southwest Washington website: