Yes! The Jamie and Denise Jacob Family Foundation Employee Handbook (March 2025 Edition) provides a detailed look at workplace policies, employee benefits, leave policies, and expectations. It covers key areas such as compensation, paid leave, workplace culture, anti-harassment and non-discrimination policies, as well as technology, social media, and confidentiality guidelines. Get it here » Read More
On page 105, the 2025 Foundation Operations & Management Report finds that median charitable operating expenses (excluding investment costs) accounted for 0.73% of total noncharitable-use assets. Foundations with paid staff had higher expenses (0.89%), while those without staff had significantly lower costs (0.36%). → Explore foundation operating expenses by asset size and staff on page 105. ... Read More
Follow the IRS-recommended order of completion (not sequential). Ensure all total lines have entries, even if they are zero. Review the draft with your board if required. Double-check state registration and filing requirements. Make your 990-PF filing process easier—read the full guide here! Read More
On page 48, the 2025 Foundation Operations & Management Report states that 99% of foundations used a consultant for at least one service in the past year, with 9% fully outsourcing operations. The most common services outsourced were tax preparation (81%), investment services (58%), legal work (55%), audit services (49%), and bookkeeping (41%). Read More
On page 17, the 2025 Foundation Operations and Management Report finds that 70% of foundations have a physical office, while 30% operate remotely. Additionally, 73% of participating foundations have paid staff, with most (70%) employing between one and three staff members. The number of foundations with paid staff has remained relatively stable over the past... Read More
On page 32, the 2025 Foundation Operations and Management Report finds that foundations are increasingly adopting CRM systems, grant management software, and online proposal portals to streamline operations and boost efficiency. However, smaller foundations are less likely to embrace these technologies. Read More