Yes! Exponent Philanthropy will host its signature 990-PF Tax Seminar on November 10, 2025, from 9:00 am to 4:00 pm EST at the Hilton Columbus Downtown in Columbus, Ohio. Led by top accountants, this in-depth seminar provides funders with a comprehensive understanding of the 990-PF form, the 5% payout requirement, and expenditure responsibility. You’ll learn... Read More
Yes. This sample Request for Proposals (RFP) outlines how a foundation can solicit bids from accounting firms for part-time, contract-based support. It covers the scope of work, qualifications, nonprofit experience, and fee structure. Read More
Yes! The Jamie and Denise Jacob Family Foundation Employee Handbook (March 2025 Edition) provides a detailed look at workplace policies, employee benefits, leave policies, and expectations. It covers key areas such as compensation, paid leave, workplace culture, anti-harassment and non-discrimination policies, as well as technology, social media, and confidentiality guidelines. Get it here » Read More
On page 105, the 2025 Foundation Operations & Management Report finds that median charitable operating expenses (excluding investment costs) accounted for 0.73% of total noncharitable-use assets. Foundations with paid staff had higher expenses (0.89%), while those without staff had significantly lower costs (0.36%). → Explore foundation operating expenses by asset size and staff on page 105. ... Read More
Follow the IRS-recommended order of completion (not sequential). Ensure all total lines have entries, even if they are zero. Review the draft with your board if required. Double-check state registration and filing requirements. Make your 990-PF filing process easier—read the full guide here! Read More
On page 48, the 2025 Foundation Operations & Management Report states that 99% of foundations used a consultant for at least one service in the past year, with 9% fully outsourcing operations. The most common services outsourced were tax preparation (81%), investment services (58%), legal work (55%), audit services (49%), and bookkeeping (41%). Read More