As I noted last week, I wrote an official Holzmann Family Foundation Gifting Criteria document and presented it at our family meeting last Thursday.

It was received rather well, all things considered.

Our legacy planner, who has been in the business for over 15 years, said, “This is the best family foundation gifting policy document I have ever seen.”

He wasn’t commenting on the purposes or directions toward which I was suggesting our family ought to give. He said it was the thoroughness and the depth of thought that had gone into it. That was certainly gratifying to hear!

I thought maybe you would like to know what I had included in the document. So here’s an outline of the subject matter covered in the document.

• What are our priorities? Why are they our priorities?
• What are the specific goals we most want to pursue?
• in what parts of the world, or among what peoples do we want to direct our greatest efforts . . . and why?
• What specific kinds of efforts do we most want to support . . . and why?
• With what agencies will we work?
• How many agencies will we work with? What thinking underlies our preferences in this area?
• What characteristics differentiate these agencies from others?
• What about other opportunities: “small” requests from neighbors, friends, family members, people at church?
• Any other significant projects or efforts we have supported in the past or are likely to support in the future?
• What forms of giving will be engage in? (Cash, non-cash, unique giving methods we have discovered over the years . . . )

What does your giving policy look like?

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This entry was posted on Monday, September 8th, 2008 at 11:37 am and is filed under charity, estate planning, family meeting, giving, legacy planning. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.