Sample Document: Table of Contents for Small Foundation Operations Manual - Exponent Philanthropy

Sample Document: Table of Contents for Small Foundation Operations Manual

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This Table of Contents offers you a guide for creating your own Operations Manual for your leanly staffed foundation. The creators intended it to be customized for your specific foundation size, culture, ways of operating, values, and practices.

The Table of Contents can stimulate discussions among your board and staff about additional policies and procedures that might add value to your foundation, and how and where to store and safeguard key records and sensitive information.

Exponent Philanthropy’s Sample Documents Library can offer you policies, forms, and checklists to create documents you decide you want to include in your Operations Manual.

Using the Guide might also spark discussions about what you don’t need. As a result, reviewing the Table of Contents can be an opportunity to┬ástreamline your practices and procedures, and the documentation you require from grant applicants. In other words, taking stock of your operations might give you ideas and inspiration to “Let Go” some things, so you can focus your time on what is most important.

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