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A Human Resources Checklist

If you take time to answer the following questions, you’ll be well on your way to managing staff legally and ethically, and to creating a supportive work environment that is sure to help your foundation achieve its goals. Advisors and resources Who on the board is responsible for monitoring human resources (HR) at your foundation,... Read More

Records Retention Policy

A records retention policy is a simple written document—one or two pages—that summarizes your procedures for storing, organizing, purging, archiving, and protecting foundation documents and fulfilling public reporting requirements. A records retention policy typically includes the following information: What documents you store and how long you store them Where you store different types of documents:... Read More