family-foundation-formation-plan

The skill generates a family foundation formation plan by collecting minimal interview inputs and rendering markdown plus interview.json covering legal structure, initial funding, governance, and grantmaking policy for 501c3 private foundation planning.

A family foundation formation plan covers legal structure, initial funding, governance, and grantmaking policy, outputting advisor-ready markdown plus an interview.json artifact capturing advisor inputs for traceability.

Document governance and grantmaking policy by completing the guided interview, which renders a tailored markdown formation plan and writes a local artifact bundle including interview.json for compliance documentation and traceability.

Yes, the skill optionally pushes the formation plan to SharePoint, Asana, Snowflake, SerenDB memory, and Outlook or Gmail and Google Calendar, but only activates these downstream publishing integrations when explicitly configured.

The skill works without external systems by generating a local artifact bundle with markdown and interview.json. Optional integrations like Snowflake, SharePoint, and Asana only function when explicitly configured.

Automated private foundation formation planning requires accurate advisor interview inputs to tailor the deliverable. It generates a coherent formation plan and compliance documentation but does not replace independent legal review for 501c3 status.