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
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
Download this sample request for proposals from bookkeeping/accounting firm, the Marion I. & Henry J. Knott Foundation. Read More
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
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
Despite numerous challenges, the U.S. economy has been more resilient than many expected, leading to new all-time highs in equity markets. After years of dislocation, shocks, and abnormal events, please join us to discuss key observations, risks, and what it means for your foundation’s portfolio. Read More