Our publication Basics of Proposal Review is a great starting point, designed to help you assess whether a proposal offers a good funding opportunity and provide tools for making your review efficient and effective. The article Proposal Review focuses on preparing for the review and prescreening proposals, and includes more than a dozen sample forms and... Read More
We’re happy to! This is a pervasive myth, not a legal requirement. A photocopy of the IRS determination letter only tells you that the organization was, at some point, granted a specific tax-exempt status, not that this status is current. As recommended by our colleagues at Project Streamline: The best practice, if you have doubts... Read More
Private foundations may grant to individuals in four permitted ways, with different recordkeeping and Form 990-PF reporting requirements for each. Each way is described below, and you can read more in our publication Legal Essentials for Small Foundations and in these articles: Giving to Individuals Through Scholarships and Loans: Five Foundations Share Their Strategies Setting Up... Read More