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Free PDF Guidebook: Protecting Your Legacy

Monday, June 22, 2020   (0 Comments)
Posted by: Megan Hassenger
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The Philanthropy Institute has just released the guidebook "Protecting Your Legacy: A Wise Giver’s Guide to Honoring and Preserving Donor Intent," written by Joanne Florino, NYCON Board Member & 1st Vice Chair, along with David Bass. 


The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.

This comprehensive, easy-to-read book outlines—with a clarity and authority never before achieved—all of the vital steps needed to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs.

No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don’t act to enshrine your philanthropic principles in careful codes, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.

Visit PhilanthropyRoundtable to view more.

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