April 2024 - Exponent Philanthropy

April 2024 Resources

Sample Document
Procedures for External Board and Committee Service

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This sample document outlines policies and procedures regarding external board and committee service for trustees and staff of the Americana Foundation. It covers disclosure requirements for conflicts of interest, sponsorship criteria, expense reimbursement, and annual review processes to ensure alignment with the Foundation’s mission and goals while managing risks effectively. Read More

Sample Document
Request for Proposals: Bookkeeping/Accounting Services

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This sample RFP, provided by the Marion I. & Henry J. Knott Foundation, outlines how a private foundation can solicit proposals from accounting firms for part-time, contract-based bookkeeping and accounting services. It includes a detailed scope of work, submission requirements, and evaluation criteria—making it a useful template for foundations looking to hire external financial support. Read More