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Getting to Impact Through Planning

All foundation leaders have one thing in common: the desire to make a difference. But achieving impact requires good planning, intentional work, and a drive to keep learning and improving. This primer will help you undertake a thoughtful planning process that answers two important questions: What do we want to accomplish with our limited resources,... Read More

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

How to Avoid Self-Dealing

Self-dealing rules, which prevent foundations from entering into a broad range of dealings with foundation insiders, were developed to ensure foundation assets are only used for charitable purposes. However, these complex rules can be violated without foundation staff members even knowing it. This primer will: Help you know the rules, so you can avoid breaking... 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

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