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Essentials
Spring 2019: Engaging Your Board

Our highly rated quarterly publication for members provides a wealth of information and inspiration in one easy read. In this issue: How to Motivate a Board? Start With One-on-One Questions Can Shorter Board Terms Actually Increase Engagement? Get Out and Kick the Tires, Together Disrupt Bullying Board Members Ramp Up for High-Impact Philanthropy Make Space... Read More

Essentials
Fall 2019: Funder Collaboration

Our highly rated publication provides a wealth of information in one easy read. In this issue: Funder Collaboration Defined Four Myths About Philanthropic Collaboration Creating the Funder Network I Needed Network-Weaving: A Key Factor in My Philanthropic Success A Conversation With Experienced Collaborators 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

This sample RFP, provided by the Marion I. & Henry J. Knott Foundation, outlines how a private foundation can solicit proposals from accounting firms for part-time, contract-based bookkeeping and accounting services. It includes a detailed scope of work, submission requirements, and evaluation criteria—making it a useful template for foundations looking to hire external financial support. Read More