Sample Document
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Resources
Sample Document
Sample Document
Spending Policy
Download one foundation’s spending policy for maintaining its endowment in perpetuity. Read More
Sample Document
Board Docket
Download a sample board meeting docket. Read More
Sample Document
Mission Statements
Download sample foundation mission statements. Read More
Sample Document
Annual Reports
Download a variety of formats for communicating your foundation’s annual accomplishments. Read More
Sample Document
Social Media Policy
Read how one foundation articulates its policy on engagement in social media. Read More