Several sessions at this year’s conference in Portland will help you understand the rules that shape how your foundation operates. Three focus directly on tax and legal topics, and others include a significant tax or legal component alongside their main subject. Core Tax and Legal Sessions 990-PF Tax Seminar (Tue., Nov. 10, 9:00 AM): Review... Read More
Board and staff members are naturally connected to many organizations in their communities, so overlaps with your foundation’s work are bound to happen. A trustee might sit on a grant applicant’s board, or a board member’s firm might be in the running to manage your investments. The connection itself isn’t the problem. Trouble starts when... Read More
Yes. The Cullen Foundation shared this sample Credit Card Policy and Procedure that you can adapt for your own foundation. It covers who can hold a card, spending limits, reporting requirements, and what happens if a card is misused. Read More
