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 contact Sara D'Onofrio at 617-338-5884 or sdonofrio [at] tpi.org.

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