In their letters of gift or testamentary instructions, donors establishing foundations express their intention and aspirations for the life and work of the foundation. The Wells Philanthropic Group brings a deep understanding of the history and culture of philanthropy to assist the foundation in interpreting, defining, and building an enduring legacy.
Examine donor intent, clarify donor legacy
We review testamentary documents, letters of gift, biographies, and language to help clarify and interpret the donor’s vision.
Build the foundation’s legacy
Through research, data collection, participatory workshops, focus groups, and interviews, we compile knowledge on the enduring legacy of the foundation’s work.
Write the history of the organization
We record and tell the historical story that illuminates the founder’s and the organization’s vision and accomplishments.
Further Reading