Sample Document
Financial Review Form
Download a sample form to help you evaluate an applicant’s financials. Read More
Resources
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Sample Document
Sample Document
Whistleblower Policy
Download a sample policy to govern your board’s reporting and response to wrongful conduct. Read More
Sample Document
Board Orientation Handouts
Download handouts to use when orienting board members to their roles and responsibilities. Read More
Sample Document
Board Meeting Evaluation Form
Use this simple form to evaluate your board meetings. Read More
Sample Document
Audit Request for Proposals
Download a sample to use when hiring a firm to audit your foundation’s financials. Read More
How to Read Potential Grantees’ Financial Statements
The primary purpose of financial statements is to communicate the financial health of the grantee. A non-accountant should be able to understand a well- written statement. The balance sheet, a statement of position, views a grantee on a specific date. The income statement, a statement of activity, looks at a year’s operating activity. The statement... Read More