How can we streamline our grant application?
Download our sample 1-page grant application to save time for you and your applicants. Read More
Q&A Archive
How have tax filing requirements for exempt organizations changed?
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
How can lean funders assess their board?
Download our Sample Board Profile Grid to assess your current board’s talents, identify any gaps, and evaluate board candidates. Read More
What are the elements of an executive director succession plan when there are no internal candidates?
See our Sample Document Emergency Succession Plan. This is a plan for contingencies due to the disability, death or departure of the Executive Director. Read More
How do you start leadership succession planning?
Good succession plans come out of thinking, planning, and conversations to clarify roles, responsibilities, and expectations. Here are some sample conversation-starters: Are we structured with the future in mind? Do we attend to future needs for leadership, growth, and opportunity? Do we have term limits for staff or board? What are the benefits and costs... Read More
What advice do you have on adding staff?
New staff members can offer your foundation an opportunity to deepen its capacity, broaden its perspective, and increase its impact. In this Hiring Great Staff primer, you’ll find an overview of the issues a foundation should weigh at each step of the hiring process. These steps include: Recruiting Interviewing Setting compensation Hiring New employee orientation... Read More