Knowing what to keep, for how long, and where to find it can save your foundation time and keep you on the right side of the law. This primer walks you through everything from sorting and storing files to purging inactive records and protecting sensitive documents. Get organized today. Read More
AI notetakers are becoming increasingly hard to avoid. They’re now built directly into Zoom, Teams, and Google Meet, and individual participants can bring their own. Without clear guidelines in place, foundations can find themselves in tricky territory around privacy, confidentiality, and the candor of conversation. A written policy sets clear expectations for everyone in the... Read More
That’s exactly what a spending policy is for. Check out this sample document to see how one foundation handles board authority, discretion, and exceptions. Download the Sample Spending Policy » Read More
Board members carry fiduciary duties rooted in two core principles: care and loyalty. That means prudently overseeing assets and ensuring every decision aligns with the foundation’s best interests. Understanding those responsibilities — and how they differ from the role of any outside investment professionals you work with — is a critical starting point. Ready to... Read More
More common than you might expect — and that’s just one of the findings in this year’s Foundation Operations and Management Report. The 2026 edition also surfaces trends in next-generation engagement, board composition, grantmaking approaches, and more. See what other family foundation trends the data reveals in the blog: Family Foundation Trends: Findings From the... Read More
From self-dealing rules to the 5% distribution requirement to filing an accurate Form 990-PF, there’s a lot to stay on top of — especially for lean teams. Our Foundation Fundamentals: Tax, Legal, and Administration resource page breaks it all down in plain language. Read More