Family Philanthropic Planning

Craft your mission statement.

A guided workshop to help your family define what you stand for and how you want to give, in your own words.

Step 1: Explore the templates, word banks, and glossary below for inspiration.

Step 2: Launch the builder and use the tools to draft your initial statement.

Tip: Do not overthink it. Your mission statement is a living document that will evolve as your family's giving grows.

Launch Mission Statement Builder →

Explore the reference materials below before you begin building.

Problem Focused

Lead with what is broken and what you are doing about it.

The [Your Family's Name / Fund Name] exists because [the problem / what keeps you up at night] in [where you give].

We [action word] [who you serve] through [how you work].

We will not stop until [the change you want to see] because [your why].

Action Focused

Lead with what you do and who you serve.

The [Your Family's Name / Fund Name] [action word] [who you serve] in [where you give] because [your why].

We focus on [the change you want to see] through [how you work].

Value Focused

Lead with what you believe and why it drives you.

Because [your why], the [Your Family's Name / Fund Name] [action word] [who you serve] in [where you give].

Our focus is [the change you want to see] through [how you work].

Who You Serve

Children & youth
Families
Women & girls
BIPOC communities
Immigrants
Veterans
People in recovery
LGBTQ+ communities
Future generations
Seniors
Rural communities
People with disabilities
+ add your own

Action Words

Supports
Champions
Invests in
Empowers
Advances
Builds
Creates
Drives
Advocates for
Strengthens
Cultivates
Transforms
Mobilizes
Elevates
Catalyzes
Unlocks
Centers
Uplifts
Fosters
Partners with

Impact & Change Words

Systemic change
Equity and access
Dignity and respect
Collective power
Thriving communities
Generational impact
Shared prosperity
Voices heard and valued
Community resilience

How You Work

Trust-based partnerships
Direct support
Community collaboration
Advocacy
Shared funding
Capacity building
Multi-year unrestricted funding
Policy change
Grassroots grantmaking

Where You Give

Local
Regional
National
International

Trust-based partnerships

Funding in a way that respects organizational expertise and reduces burdensome requirements (multi-year unrestricted funding, simplified applications, treating grantees as equals). This emphasizes the human connection and mutual respect between you and the organizations you support, beyond just financial transactions.

Direct support

Funding programs, services, or assistance that directly reaches the people who need it, rather than intermediaries or administrative costs.

Community collaboration

Working alongside community members themselves, not just organizations. This emphasizes that those affected by issues are part of the solution.

Local organizing

Supporting grassroots efforts where community members come together to advocate for change from the ground up.

Partnerships

Collaboration and working together with other organizations toward shared goals.

Advocacy

Funding efforts to change policies, laws, or public opinion. Working to fix root causes through systemic change, not just providing services.

Shared funding

Pooling resources with other donors or using collaborative models like giving circles or funder collaboratives.

Leadership training

Investing in developing people's skills and capacity to lead, whether that is nonprofit executives, community organizers, or emerging leaders.

Capacity building

Investing in making organizations stronger overall through their infrastructure, systems, staff, and technology.