Administration Archives - Exponent Philanthropy

Resources

Topic: “Administration”

Jamie and Denise Jacob Family Foundation Employee Handbook (March 2025 Edition)

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This handbook details workplace policies, benefits, leave policies, and expectations at the Jamie and Denise Jacob Family Foundation. It’s a valuable resource for foundations creating or updating their employee policies. Topics include: Compensation, benefits, and paid leave Workplace culture and expectations Anti-harassment and non-discrimination policies Technology, social media, and confidentiality guidelines Read More

Foundation Fundamentals: Tax, Legal, and Administration

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Navigating Legal and Financial Compliance Good governance goes beyond best practices—it ensures your foundation meets essential legal and financial requirements. This section outlines key regulations every private foundation must follow, starting with foundation law, IRS requirements, and the 990-PF tax form. You’ll also find guidance on budgeting and critical legal considerations, such as self-dealing restrictions,... Read More

Preparing to File Form 990-PF: A Comprehensive Guide

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Filing Form 990-PF can feel like a daunting task, but with the right preparation, it doesn’t have to be overwhelming. Whether you’re managing the filing process yourself or working with a professional, staying organized throughout the year will save time and reduce stress. This guide will walk you through how to categorize expenses, keep essential... Read More

Foundation Recordkeeping: A Quick Guide

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Proper recordkeeping is essential for efficient foundation operations, legal compliance, and smooth audits. An organized system ensures easy access to critical documents, reduces clutter, and protects your foundation’s history. Although maintaining records might seem like a time-consuming task, investing thought and effort into a clear and practical system will save time and prevent headaches in... Read More

Nonprofit Basics: Understanding the Sector and Your Role in Giving

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What Is the Nonprofit Sector? The nonprofit sector encompasses institutions and organizations that are neither government nor business. A nonprofit exists to benefit the public and operates without the intent of making a profit. Any revenue generated is reinvested into the organization to support its mission or charitable purpose rather than distributed to shareholders, as... Read More