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Table of Contents

1. How to Set Up a Family Foundation
2. Establish Your Legacy - Creating Your Own Family Foundation
3. How Does a Family Foundation at the American Foundation Work?

• The Benefits of Family Foundation Planning

• Why is 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 Foundaton Formats

• Component Family Foundation
• Support Organization
• Private Foundation

• 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
  • Donors and Contributions
  • Investments
  • Grants to Charities
  • Gift Allocation to the American Foundation
  • Mobility and Distribution of Principal Policy
  • Satisfaction Guaranteed Policy
  • Tax Consideration
  • Record Keeping and Foundation Reporting
• 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

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