Sample Document
Spending Policy
Download one foundation’s spending policy for maintaining its endowment in perpetuity. Read More
Resources
Results for: Topic: “Administration”
Sample Document
Sample Document
Expense Tracking Spreadsheet
Use this form to track your foundation’s administrative, grantmaking, and investment expenses. Read More
Sample Document
Press Release
Download a sample foundation press release. 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
Sample Document
Travel Expense Reimbursement Policies
Download sample policies to govern reimbursement for expenses incurred while traveling for foundation business. Read More
Sample Document
Exit Interview
Use these sample questions to gather information upon employment termination. Read More