Sample Document
Audit Request for Proposals
Download a sample to use when hiring a firm to audit your foundation’s financials. Read More
Resources
Results for: Type: “Private Foundations”
Sample Document
Sample Document
Whistleblower Policy
Download a sample policy to govern your board’s reporting and response to wrongful conduct. Read More
Sample Document
Code of Conduct – Directors/Officers
Download a sample code of conduct for board directors and officers. Read More
Disaster Grantmaking Principles and Considerations
You can make a difference before and after disasters in a variety of ways: Grants for relief—These grants can meet critical needs in the aftermath of disasters. Victims may need rescue, food, shelter, or clothing just to survive. This phase requires intensive activity but usually ends quickly—within a few days. Grants for recovery—Such grants can... Read More
Program Related Investments: Leverage Your Assets for Greater Impact
A program related investment (PRI) is a loan, loan guarantee, or other type of investment made by a foundation to support a charitable purpose, and is a powerful and flexible tool to add to your foundation’s toolkit. A PRI can be counted toward a foundation’s distribution requirement as long as it meets the following federal... Read More
Developing an Investment Policy Statement
An investment policy statement (IPS) should be the starting point and bedrock of an institution’s investment strategy. It constitutes a road map of how the institution plans to achieve and support its stated mission through its investment strategy. Including applicable IPS components Here is a list of common IPS components. Include only those items that... Read More