Most foundation files of any significance should be kept a minimum of three years. Review this article for specific recordkeeping recommendations for different types of foundation documents (e.g., founding documents, board records, grant records, accounting records, HR and insurance records). Read More
Our Sample Document Succession Plan for Executive Director / Chief Executive Officer is a plan for contingencies due to the disability, death or departure of the Foundation’s Executive Director/CEO. Read More
Most states do not require private foundations to do audits. As with other good governance or policy issues, often it is up to each individual foundation to decide the approach that works best for them. Check your state laws. A few guidelines to keep in mind: It may be prudent to invest in an audit... Read More
Our sample Foundation Contingency & Disaster Recovery Plan outlines how a foundation will continue operating during an unplanned disruption in service, i.e. natural disaster, pandemic or loss of staff. It contains contingencies for business processes, assets, human resources and business partners. Read More
Yes, we have various administrative resources for hiring facilitators and consultants: Consulting Services Request for Proposals Phone Script for Consultant Interviews Consulting Contracts Audit Request for Proposals Audit Contract Hiring Investment Professionals Read More
To highlight the current state of lean funder evaluation, our Spotlight Report: How Lean Funders Evaluate Their Work gives an overview of the evaluation methods funders use most often, what they find most useful, how those techniques play out in practice, and how funders use evaluation information to support their work. Read More