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
Download our sample 1-page grant application to save time for you and your applicants. Read More
The Taxpayer First Act requires tax exempt organizations to electronically file information returns and related forms in tax years beginning after July 1, 2019. According to the Internal Revenue Service website: Form 990 and 990-PF e-filing Under the legislation, most e-filings won’t be due before December 15, 2020, from charities and other exempt organizations that... Read More