family-foundation-formation-plan

Name: family-foundation-formation-plan
Availability: InStock
Author: terraleiloa

Generate a family foundation formation plan covering legal structure, funding, governance, and grantmaking.

2|Updated Feb 25, 2026

Search Tags:#governance #advisor workflow #compliance documentation #family foundation #501c3 #grantmaking policy #formation planning

Ready to run

npx skills add https://github.com/terraleiloa/seren-skills --skill family-foundation-formation-plan

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: family-foundation-formation-plan
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/family-foundation-formation-plan
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill family-foundation-formation-plan

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

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.

Frequently Asked Questions about family-foundation-formation-plan

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I create a family foundation formation plan for 501c3 compliance?▼

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.

What is included in a family foundation formation plan for advisor workflows?▼

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.

How do I document family foundation governance and grantmaking policy?▼

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.

Can I push a family foundation formation plan to SharePoint, Asana, and Snowflake?▼

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.

Does the family foundation formation skill work without external system dependencies?▼

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.

What are the limitations of automated private foundation formation planning?▼

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.