Sample policies
This resource includes a sample whistleblower/anti-fraud policy as a download. Information on creating records retention policies is available here. This article on conflict of interest policies includes sample downloads. Read More
Q&A Archive
Do you offer consulting services for families who want guidance in starting a family foundation?
We don’t offer consulting services that would help in setting up a foundation. We do have relationships with a number of firms and private consultants who do that kind of work. They’re listed in our Directory of Advisors. If the foundation has already been started and the family wants to get up to speed on... Read More
Are there any special considerations or documentation we should consider before making a contribution to a colleague’s donor advised fund, which is housed at a 501(c)(3) organization?
There are none, but do keep in mind that your donation counts toward your foundation’s 5% distribution requirement. Read more about creating and donating to DAFs in our “Strategic Uses of Donor Advised Funds” resource. Read More
Is there an average ratio of administrative expenses to grants for foundations similar in size to mine?
You can find the information that we have collected from Exponent Philanthropy members on page 39 of the 2017 Foundation Operations and Management Report. Read More
Are there limitations of the SignaturePLUS membership?
Lawyers will review documents but will not draft or edit documents. The attorneys providing the service are experts in legal issues related to foundations, public charities, and the use of donor advised funds. The service will generally be based on United States federal tax law, as interpreted by the courts and the Internal Revenue Service.... Read More
What is the difference between Signature and SignaturePLUS membership?
Signature membership is the same as your current membership. The benefits and price remain the same. It just has a new name allowing us to differentiate it from the new SignaturePLUS membership. The SignaturePLUS membership is a new offering that launched November 1, 2017. It includes all the benefits you’re used to and adds additional support... Read More