Publications Archive - Page 11 of 12 - Exponent Philanthropy

Resources

The Foundation Guidebook

Your Essential Resource for Foundation Success The Foundation Guidebook is a practical guide for leaders of foundations with few or no staff. Whether you’re launching a new foundation or taking on a key role in an existing one, this updated edition provides essential insights and step-by-step guidance for effective foundation management.  What’s Inside: Key Areas of... Read More

Financial Reporting for Private Foundations: A Uniform System

Foundation boards and their accountants often use different formats for financial statements. In response, a group of experienced foundation financial officers, CPAs, and attorneys developed a uniform financial reporting system as a model for any private foundation. This uniform system can: Help your foundation prepare your Form 990-PF. The statements were created with the Form... Read More

Filing the Form 990-PF

How can you be sure your foundation’s Form 990-PF filing is accurate, complete, and compliant? Can you simply assume your accountant will get it right? Unfortunately, the answer is no. Regulators estimate that at least 25% of all Form 990-PF filings contain errors, which can lead to compliance issues or penalties. A Practical Guide to... Read More