Turnkey Family Foundation Program

Table of Contents

• How to Set Up a Family Foundation
• Establish Your Legacy - Creating Your Own Family Foundation
• How Does a Family Foundation at the American Foundation Work?
• The Benefits of Family Foundation Planning
• What Makes the American Foundation Special?
• About the American Foundation & Our Mission
• How We Empower Our Vision
• What We Can Do for You
• Becoming a Member of the American Family of Foundations
• Family Foundation Format Descriptions
• Component Family Foundation
• Support Organization
• Private Foundation
• Comparison of Foundation Formats

• How to Fund Your Family Foundation
• Gift Plans: Pre-paid Tithing
• Gift Plans: Charitable Trusts
• Charitable Remainder Trust (CRT)
• Gift Annuity (Immediate or Deferred)
• Charitable Lead Trust

• Other Types of Planned Gifts
• Testamentary Trust Transfer
• Bargain Sale
• Retained Life Estate

• Policies and Guidelines
  • Introduction
  • Donors and Contributions
  • Family Foundation Management
  • Grants to Charities
  • Gift Allocation to The American Foundation™
  • Mission Integrity Policy
  • Tax Considerations
  • Record Keeping and Foundation Reporting
  • Miscellaneous
• Funding Guidelines
• Illustration Request Form
• Donor Application for a Family Foundation
• Letter of Instruction A: Transfer from a Financial Institution
• Letter of Instruction B: Transfer from a Mutual Fund Company
• Charitable Interest Worksheet
• Grant Recommendation Form
• Glossary
• Sleep Peacefully Policy