Donor Intent Audit

With the expertise of One Question Consulting, let us work with your professional advisors to establish legal language in your private foundation documents to ensure that your donor intent will always be followed.

A donor intent audit, along with the correct legal language, allows you to have peace of mind that should you decide to have your private foundation operate in perpetuity, future boards and successor trustees will be held accountable to your philanthropic wishes.

The private foundation world is littered with story after story of private foundations which have fallen away from original donor intent by boards and family members.

Working with One Question, we can work with you to establish the terms of future donor intent audits and conduct those audits – or train your professional advisors to conduct them. Audits could simply serve as healthy and welcomed reminders of your original donor intent to those running your foundation or they could establish significant authorities and legal mechanisms for the auditors to exercise such as removing future boards or successor trustees if they are found in significant breach of donor intent.

Trust One Question Consulting to work with you in the creation of a robust and impactful donor intent statement, and, how to protect your wishes by including a donor intent audit mechanism for your private foundation to ensure that you and your family’s wishes will be followed, in perpetuity.