Legal Essentials for Small Foundations

Managing a foundation is fantastic work. However, foundation management also requires complying with a myriad of laws that oversee grantmaking, investment strategies, public disclosures, and more.

This primer summarizes some of the most important laws related to managing a foundation. It covers legal issues related to the following topics:

  • Grantmaking
  • Operations and administration
  • Investments

It is important to note that this primer does not provide a comprehensive overview of foundation law, but provides the information you will need to comply with many of these laws on your own and recognize when to hire legal or accounting experts.

With the right supports in place, your foundation can enjoy years of efficient, effective, and legally-compliant grantmaking.

28 pages