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
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
Use this dashboard to track your expenses and investment returns. Read More
Use these 9 sample questions when speaking with potential employees’ references. Read More
Download a sample format for foundation board meeting minutes. Read More
Download sample text to help you articulate your guidelines for board size and eligibility. Read More