family-foundation-formation-plan

What problem does it solve?

Producing a practical, advisor-ready plan for forming a family foundation requires aligning legal structure, governance, funding, and grantmaking policy, which is hard to do consistently without missing key inputs.

Core Features & Use Cases

• Guided foundation formation interview: Collects only the minimum viable inputs needed to tailor the plan to the family’s specifics.
• Advisor-ready deliverable: Generates a clear markdown formation plan covering structure, initial funding, governance, and grantmaking policy.
• Confidential artifact output: Writes a local artifact bundle including the plan plus an interview.json capturing the advisor inputs for traceability.
• Optional downstream publishing: Can optionally store the deliverable in SerenDB memory, push to SharePoint, create Asana review tasks, insert into Snowflake, and notify recipients via Outlook/Gmail/Google Calendar.

Quick Start

Ask your AI advisor to run the family foundation formation interview and produce the Family Foundation Formation Plan.