Resources

Results for:   Topic: “Administration”  

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More

Hiring Great Staff

New staff members can offer your foundation an opportunity to deepen its capacity, broaden its perspective, and increase its impact. In this primer, you’ll find an overview of the issues a foundation should weigh at each step of the hiring process. These steps include: Recruiting Interviewing Setting compensation Hiring New employee orientation Whether you are... Read More

Keeping Good Records: Small Foundations’ Guide to Staying Organized

If you haven’t established a system for keeping good records, now is the time! This primer explains what documents to keep and for how long, and describes how to organize your documents by creating a records management system. A system includes: Sorting your documents into categories. Organizing documents and setting up files so you can... Read More

Protecting Your Small Foundation With Insurance

While managing a small foundation is rewarding, it can also have its risks. This primer can help you assess your foundation’s risks and educate you about insurance as it relates to your organization’s good governance and good management. It covers the following topics: Key insurance policies for nonprofit foundations Shopping for insurance Risk management Protecting... Read More