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Sample Document:
Sample Questions To Collect Grantee Demographic Data

Use these sample questions to guide you as you collect grantee demographic data. Read More

Sample Document: Table of Contents for Small Foundation Operations Manual

This Table of Contents offers you a guide for creating your own Operations Manual for your leanly staffed foundation. The creators intended it to be customized for your specific foundation size, culture, ways of operating, values, and practices. The Table of Contents can stimulate discussions among your board and staff about additional policies and procedures... Read More

Sample Employee Manual

This sample employee manual can help you figure out what to include in your family foundation’s employee manual. Thank you to the Morgan Family Foundation in Ohio for providing this document. Read More

Sample Document
Request for Proposals: Bookkeeping/Accounting Services

Download this sample request for proposals from bookkeeping/accounting firm, the Marion I. & Henry J. Knott Foundation. Read More

Sample Document
Procedures for External Board and Committee Service

This sample document outlines policies and procedures regarding external board and committee service for trustees and staff of the Americana Foundation. It covers disclosure requirements for conflicts of interest, sponsorship criteria, expense reimbursement, and annual review processes to ensure alignment with the Foundation’s mission and goals while managing risks effectively. Read More

Webinar Recording
10 Things You Can Do Today To Increase Your Cybersecurity

Many lean funders hold a considerable amount of sensitive data related to their grantees, making them a potential target for various cyber threats. Without adequate cybersecurity safeguards in place, funders risk disruption to their services, significant financial impact to their work, and a lack of trust from the public that could undermine their charitable mission. Join Mike Mooney, senior vice president of USI... Read More