Sample Document
Whistleblower Policy
Download a sample policy to govern your board’s reporting and response to wrongful conduct. Read More
Resources
Sample Document
Sample Document
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
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