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

• 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 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