Sample Document
Expense Tracking Spreadsheet
Use this form to track your foundation’s administrative, grantmaking, and investment expenses. Read More
Use this form to track your foundation’s administrative, grantmaking, and investment expenses. Read More
Download one foundation’s spending policy for maintaining its endowment in perpetuity. Read More
Download a sample service agreement between a foundation and its board member. Read More
Download a sample contract between a foundation and its auditor. Read More
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Download sample board member code of ethics policies. Read More