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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

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

Strategic Uses of Donor Advised Funds

Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More

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

Policymaking Made Clear: Eleven Foundation Policies Your Board Should Consider

Your foundation needs policies in order to operate. Yet, the word policy can send some board members running. This primer walks you through 11 policies your foundation should consider and offers tools to empower your board as it works to fulfill the foundation’s mission. The policy topics covered in this primer include: Attending fundraisers Board... Read More