An Accounting Procedures Manual template created by Deborah Cooper and Meredeth Clark of the California and Steve Zimmerman, C.P.A.
This resource has been designed and assembled by the Macro International evaluation team with the support of the William and Flora Hewlett Foundation as a starter kit to promote the integration of effective evaluation into grantmaker education programs.
A sample document detailing the core values of the Betty and Davis Fitzgerald Foundation including restrictions on participation on nonprofit/grantee boards.
Amid the growing public scrutiny of philanthropy in recent years, legislators, the media and the general public are taking a closer look at foundations’ administrative expenses. This article offers some guidance to help foundations manage, benchmark and report their administrative expenses in ways that can effectively demonstrate and ensure they are spending their dollars wisely to fulfill the public trust.
Online resource from Free Management Library, includes a guideline and agenda for board training sessions.
The following sample conflict of interest policies are excerpted from The Non-Profit Answer Book: An Executive Director's Guide to Frequently Asked Questions from BoardSource.
These policies range from general guidelines related to conflicts of interest to a comprehensive conflict-of-interest policy that follows a traditional legal format and is recommended by the IRS.
A sample conflict of interest form for independent private foundations.
The heightened focus on nonprofit accountability in recent years has spurred calls for foundations and public charities to have adequate policies and procedures in place to ensure sound governance. One such policy that has become a recommended best practice for the sector is a whistleblower protection policy, yet most nonprofits still don’t have one. Here are some basic issues to consider when developing a whistleblower protection policy for your grantmaking organization.
Sample job descriptions for positions at Community Foundations.
Sample job descriptions for positions at a Corporate Foundation or Corporate Giving Program.
Sample proposal review and evaluation guidelines from foundations across the country.
Sample board committee descriptions, including roles and responsibilities of committee members
A sample form used by a foundation's board of directors to evaluation the chief executive officer.
Sample bylaws for Community Foundations.
Sample conflict of interest policies for Community Foundations.