Donor Advised 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
• Why is the American Foundation Special?

• About the American Foundation & Our Mission
• What We Can Do for You
• Family Foundation Format Descriptions
• Component Family Foundation
• Support Organization
• Private Foundation
• Comparison of Foundation Formats
• Component Family Foundation
• Support Organization
• Private Foundation
• How to Fund Your Family Foundation
• Gift Plans: Pre-paid Tithing™
• Gift Plans: Charitable Trusts
• Family CRT Advantage™
• Gift Annuity (Immediate or Deferred)
• Charitable Lead Trust
• Other Types of Planned Gifts
• Testamentary Trust Transfer
• Bargain Sale
• Retained Life Estate
• Policies and Guidelines
  • Donor Contribution(s)
  • Investments
  • Grants to Charities
  • Gift Allocation to the American Foundation
  • Distribution of Principal Policy
  • Change of Mission Policy
  • Tax Considerations
  • 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 – For Donors Who Have Existing Family Foundations