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These documents are provided as a service to
assist charitable organizations in developing
policies, procedures and other elements of
infrastructure for a philanthropic planning
program. Users are strongly urged to adapt these
models to reflect the priorities, history and
culture of their own organizations, and to seek
counsel as necessary to insure that the adaptation
meets applicable legal standards. A process for
approving final documents should be developed to
cultivate understanding and support of all parties
who will use them. Models are intended to provide
accurate and authoritative information in regard
to the subject matter covered. They are provided
with the understanding that the Partnership for
Philanthropic Planning, its board and staff are
not engaged in rendering legal counsel or other
professional services. If legal advice or other
professional assistance is required, the services
of a competent professional person should be
sought.
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