Health insurance is one of the most common benefits lean foundations offer their staff, alongside paid time off and retirement plans. According to the 2025 Foundation Operations and Management Report, 76% of foundations provide health insurance for full-time employees. One of the most frequently discussed topics in our Member Discussion Community is securing health insurance... Read More
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
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
You’ve Decided to Start a Foundation—Now What? You’ve taken the first step in launching a foundation—now it’s time to bring your vision to life. Beyond the legal and financial considerations, defining your philanthropic focus is key to making a lasting impact. This page will guide you through the essentials to help you get started. How... Read More
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
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