Policy Central: Management, Operations, and Staffing
Management and staffing policies are at the heart of good practice for many family philanthropies. Included here are consultant agreements, employee handbooks, internship program descriptions, personnel policies, and polices on and polices on diversity, equity, and inclusion (DEI), record retention, recruitment, reimbursement, personnel evaluation, and more.
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Artifical Intelligence Usage Policy
Audit RFP
Benefits and Leave Policies (see also, "Employee Handbooks", below)
Bereavement and Grief Leave Policy
Compensation Policy
Community Events Attendance Policy for Staff and Board
Consultant Agreements, Interviews, and Requests for Qualifications
- Request for Qualifications (DR Fund, 2023)
- Interview Questions for Anti racism Consultant (Surdna, AFF, 2021)
- Steps for Success Engaging a Consultant (Bechtel, 2020)
- Hiring a Communications Consultant (Bechtel, 2018)
- Hiring a Strategic Planning Consultant (Bechtel, 2018)
- Working with Consultants: Frequently Asked Questions (Bechtel, 2020)
- GMA Family Fdn Life Cycle
- Request for Proposal Consultant for Inclusive Philanthropy
- Letter of Engagement for a Consultant (NCFP, 1999)
- Questions for Private Consultants (NCFP, 2003)
COVID-19 Protocol for Returning to Offices
Disaster Preparedness
Diversity, Equity, and Inclusion Policies and Statements
- DEI Principles (Hewlett, 2021)
- DEI Statement (Doris Duke Fdn, 2021)
- DEI Policy (Wege Foundation, 2017)
- DEI Vision and Strategies (Collins Foundation, 2016)
- Diversity Statement (Annenberg)
- Commitment to Inclusiveness and Diversity (David and Lucile Packard Foundation, 2011)
- The Challenge of Diversity (Jessie Smith Noyes Foundation, 2003)
Equal Employment Opporutnity and Anti-Harassment Policy
Emergency Staff Back Up and Succession Plan
Employee Conduct
Employee Handbook and Personnel Policies
- Employee Handbook (XYZ Foundation, 2023)
- Personnel Policies (XYZ Foundation, 2023)
- Employee Handbook (Dobbs Foundation, 2022)
- Personnel Policies (The Wallace Foundation, 2014)
- Employee Handbook (Bivins Foundation, 2013)
- Personnel policies (Mellam Family Foundation, 2012)
- Employee Handbook (Hill Snowdon, 2011)
Expense Reimbursement Policies
- Expense Reimbursement Policy for a Private Foundation (Blazek and Vetterling, 2023)
- Expense Reimbursement Policy (Including Tickets for Events)
- Expense Reimbursement Policy (XYZ Foundation, 2023)
- Can a Foundation Pay for Spouse or Other Family Members Travel to Board Meetings NCFP 2002 policy central management and staffing policies
- Policy on Reimbursement for Attendance by Trustees and Members (Nord Family Foundation, 2003)
- Policy on Reimbursement for Attendance at Foundation Events by Children (Nord Family Foundation, 2003)
Internship Programs
- Internship Program (Mayberg FF, 2019)
- Internship Application (Z. Smith Reynolds Foundation, 2002)
- Internship Position Description (Merck Family Fund, 2003)
IT and Technology Policies
- Technology Implementation Blog (Foundant Technologies, 2018)
- Managed IT Service Provider RFP (Frey Fdn, 2023)
- Technology Replacement and Purchase Guide (Frey Fdn, 2023)
Parental Leave Policy
Petty Cash Policy
Performance Review and Assessment for CEO and Staff
- Employee Performance Assessment (XYZ Foundation, 2023)
- President Performance Evaluation (Frey Fdn, 2023)
- Staff Pre Evaluation Worksheet (Frey Fdn, 2023)
- Staff Performance Evaluation (Frey Fdn, 2023)
- Performance Review Guidelines (XYZ Foundation, 2023)
- Staff Feedback Form (XYZ Foundation, 2023)
- Employee Self Assessment (Panta Rhea, 2023)
- Executive Director Performance Review (Glenn Foundation, 2020)
- Sample CEO Performance Reviews (NCFP, 2014)
- CEO Performance Review Sample
- Employee Evaluation Form (PSFG, 2014)
- Family Foundation CEO Self Assessment Questions (Graustein Memorial Fund, 2013)
- Famliy Foundation CEO Assessment Board Appraisal Form (Graustein Memorial Fund, 2013)
- Employee Evaluation (Sample, 2013)
- Executive Director Evaluation Form (Blue Avocado, 2011)
- CEO Compensation and Appraisal Process (Healthcare Iniatives Foundation, 2009)
Record Retention Policies
- Records Retention Policy (Anonymous, 2023)
- Record Retention Policy (Bechtel, 2020)
- Records Retention Policy (Brinson Foundation, 2016)
- Document Retention Policy (Sam Cohen Fdn, 2009)
- Record Retention Policy (NCFP, 2009)
- Record Retention Policy (Bush Fdn, 2007)
- Record Retention and Policy (Guttman, 2007)
Sabbatical Policies for Foundation Employees
- Sabbatical Leave (Morgan FF, 2023)
- Sabbatical Policy (Hill Snowdon, 2023)
- Sabbatical Policy (PSFG, 2023)
- Sabbatical Leave Policy (Switzer Foundation, 2022)
- Sabbatical Policy (Winthrop Rockefeller Foundation, 2010)
Sabbatical Programs for Nonprofits (Durfee Foundation)
- Sabbatical Policies for Nonprofits (Durfee Foundation)
- Sabbatical Application Form (Durfee Foundation, 2003)
- Sabbatical Programs for Nonprofit Leaders, A How To Guide for Funders (Durfee Foundation, 2007)
Social Media Policies
- Social Media Policy (Pulliam Trust, 2023)
- Social Media Policy (Levitt Foundation, 2016)
- Social Media Policy Sample
- Social Media Policy Example (XYZ Foundation, 2024)
Staff Selection and Recruitment Guidelines
Strategic LIfespan: Checklists and Staffing and Retention Strategies for Limited Life Foundations
- Master Closing Plan and Timeline (Eckerd Family Foundation, 2013)
- Talent Development Workbook (Bechtel, 2019)
- Spend down timeline (SD Bechtel Fdn, 2019)
- Record Retention Policy (Bechtel, 2020)
- Staff Workshop Survey Draft (Bechtel)
- Organizational Norms Activating the Values (Bechtel, 2018)
- Fndn Career Development Fund Request (Bechtel 2019)
- TAF Transition Assistance Policy (Bechtel, 2018)
- Orfalea Foundation Sunset Timeline
- Sunsetting Task Checklist (Pierce FF, 2023)
Termination
Transition Assistance Policy
Tuition Reimbursement and Educational Assistance Policies
- Educational Assistance Policy (Brinson Foundation, 2023)
- Professional Development Reimbursement Policy (Rasmuson, 2024)
- Tuition Assistance Reimbursement Policy (Rasmuson, 2024)
- Tuition Reimbursement Policy (NWAF, 2021)
- Tuition Reimbursement Agreement Updated (HGF, 2016)
- Tuition Reimbursement Program (HGF, 2016)