This bundle of four primers has valuable information about overseeing your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Essentials of Impact Investing: A Guide for Small Staffed Foundations Leveraging... Read More
Developing an Investment Policy Statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. This primer describes how to develop your IPS and guides you through three main tasks, including: Making strategy decisions that lay... Read More
Managing a small foundation is rewarding, but it also has its risks. Whether you have few or no employees, all foundations face some basic insurance and financial risks. Foundations are essentially just like any corporate entity; they’re simply nonprofit businesses. So, you face the same risks as any leader of a corporation, such as errors... Read More
How do you know if your foundation’s Form 990-PF is true, correct, and complete? Can you simply assume an accountant will get it right? Unfortunately, the answer is no. In fact, regulators estimate that at least 25% of all 990-PFs have errors. Despite this statistic, there is hope. This primer highlights problem areas, offers tips,... Read More
Ramping up giving offers your foundation a number of opportunities, including deeper stakeholder engagement, extended reach and influence, new funding strategies, and greater impact in your interest area. This primer is designed to help foundations like yours thoughtfully and responsibly plan for a significant ramp-up in giving and/or adjust to a sudden infusion of assets.... Read More
Foundation boards and their accountants often use different formats for financial statements. In response, a group of experienced foundation financial officers, CPAs, and attorneys developed a uniform financial reporting system as a model for any private foundation. This uniform system can: Help your foundation prepare your Form 990-PF. The statements were created with the Form... Read More