# The Philanthropy Module

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor or by hand), then store it in your Vault.


## Secure Guide Starter Template

> This template belongs in The Secure Guide, stored within The Vault. Update when giving vehicles, bequests, or designations change.

### Structured Giving Vehicles
| Vehicle | Institution / Sponsor | Account Number | Advisor / Administrator | Access | Beneficiary / Mission | Notes |
| --- | --- | --- | --- | --- | --- | --- |
|   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |

### Charitable Bequests — Estate Plan Integration
| Organization | Legal Name | EIN | Contact | Bequest Type | Document Where Specified |
| --- | --- | --- | --- | --- | --- |
|   |   |   |   |   |   |
|   |   |   |   |   |   |

> For full estate document inventory, see the Estate Plan Module. For gift tax records and contribution documentation, see the Tax Planning and Documentation Module.

### Beneficiary Designations — Charitable
| Asset | Named Charity | EIN | Percentage / Amount | Document Location |
| --- | --- | --- | --- | --- |
|   |   |   |   |   |

### Donation Records Location




## Family Guide Starter Template

> This template belongs in The Family Guide. It tells the family where giving has been directed and why.

### Our Giving — A Summary
| Organization | Cause / Mission | Why It Matters to Us |
| --- | --- | --- |
|   |   |   |
|   |   |   |
|   |   |   |

### Structured Giving Accounts



### Charitable Bequests



### A Note on Our Giving