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
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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
Webinar Recording
The Last Mile to Normal (And A Soft Landing?): An Economic and Market Outlook
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
Webinar Recording
Five Pressing Issues Lean Funders Should Be Considering
Gain practical insights and actionable strategies to refine and enhance your philanthropic efforts. Join us for this timely conversation on five key issues that should be top of mind for lean funders today: Rising use of donor advised funds Effectively bringing on the next generation Foundation investment and mission alignment Matching foundation values and grantmaking... Read More