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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

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

Getting It Done: The Who and How of Small Foundation Investing

Investments are like most things in life: You can get by doing the bare minimum, but your assets will never reach their full potential, and may even suffer. Which management and oversight structure will make it possible for your foundation to make the most of its assets? This primer will help you answer that question.... Read More

Funding and Engaging in Advocacy: Opportunities for Small-Staffed Foundations

Small foundations often know the problems and needs in their communities better than most. That is why it can be valuable for foundations to leverage their resources and understanding of local needs to support nonprofit advocacy. But how do you get started? This primer provides you with a wide “comfort zone” for funding advocacy activities,... Read More

10-Minute Impact Assessment: Explore How to Make The Most of Your Giving

We all want to make an impact, or in simpler terms, make a real difference. This desire often leads foundations to ask themselves: “Could we making a bigger difference?” But with limited time, it can be challenging to figure out how to get there. This simple tool offers your organization a framework that you can... Read More