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

If you are interested in purchasing this guide, please click here or contact Sara D'Onofrio at 617-338-5884 or sdolan [at] tpi.org