Resources

Filing the Form
990-PF

How do you know if your foundation’s Form 990-PF is true, correct, and complete? Can you simply assume an accountant will get it right? Unfortunately, the answer is no. In fact, regulators estimate that at least 25% of all 990-PFs have errors. Despite this statistic, there is hope. This primer highlights problem areas, offers tips,... Read More

Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement

Developing an Investment Policy Statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. This primer describes how to develop your IPS and guides you through three main tasks, including: Making strategy decisions that lay... Read More

Board Compensation: What Is the Right Answer for Your Foundation?

Although most foundations choose to not compensate board members for routine board service—creating or revising foundation policies, overseeing foundation operations, attending board meetings, and more—one size does not fit all. For some small foundations, culture and assumptions, or specific strategies and rationales, lead the board to compensate its members. This publication reviews: The laws and... Read More

Foundation Operations and Management Report

The 2018 edition of our flagship report includes mission-critical statistics about member foundations’ boards and governance, investments, administration, and grantmaking. It also includes the latest benchmarking data on salary and benefits. Members: Download the report (complimentary), or purchase additional print copies at a reduced price. (Each member will receive one print copy by mail.) Not a... Read More