Topic: Recordkeeping and archives - Page 2

Seventeen ways grantmakers can make a difference

Posted on May 15, 2014 by National Center for Family Philanthropy

Grantmaking—your most powerful tool. Generally, grantseekers submit a proposal to the board to fund a specific project and, if approved, receive a check from the foundation. While this is the most common type of grant, it is only one of many ways foundations can offer support to grantees. … Read More

Five strategies for managing transitions in family philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

This slide show, adapted from "Generations of Giving," provides tips and strategies for managing each of the above types of transition in family philanthropy… Read More

Budget Modification Policy

Posted on May 7, 2013 by Anonymous

Sample policy for modifying a grants budget: We understand that changes in your grant budget may occur after your grant has been approved. You may modify the approved grant budget to reflect actual costs without the prior written consent of the foundation, so long as the modification falls under one the following categories: the change does not change any budget… Read More

Managing Risk: Board Responsibilities for Prudent Investment and Governance

Posted on June 11, 2009 by Andras Kosaras

The Madoff scandal has caused the failure of well respected family foundations and raised the specter of penalties for board members’ inattentiveness to investment matters. Is your board doing all it should to be fiscally responsible? In this timely teleconference, learn about the board’s role and fiduciary duties in prudent investing, and hear about IRS’ new scrutiny of our sister… Read More

The Lawyer is In: Legal Issues for Family Foundations

Posted on January 10, 2008 by Andrew Schulz

Andrew Schulz discusses important legal issues for family grantmakers, including grants to non-charities, scholarships, supporting organizations, the use of fiscal agents, and international grantmaking… Read More

The 990-PF in a Nutshell: What You Need to Know

Posted on August 15, 2004

What is the 990-PF and who needs to fill one out? The 990-PF is the tax return used for all private foundations filing under tax-exempt status, which inventories all of a foundation’s assets, investments, revenue, expenses, and charitable disbursements throughout the fiscal year. It also lists foundation officers, trustees, and the number of staff, itemizes its grants, and gives information… Read More

10 common errors to avoid in completing a private foundation’s form 990-PF

Posted on April 13, 2004 by PricewaterhouseCoopers LLP

This checklist, intended for all audiences, highlights the most common errors that foundations make when filling out the Form 990 that could cast legitimate activity in a bad light, e.g., not filling out the entire form, not attaching appropriate schedules, or documenting administrative expenses incorrectly… Read More

Making your form 990-PF public and available

Posted on October 30, 2002 by National Center for Family Philanthropy

Rules governing the requirements of a private foundation to make it’s form 990-PF available to the public… Read More

Board Compensation: Reasonable and Necessary?

Posted on April 5, 2001 by Jason Born

Deciding whether to compensate or reimburse family foundation board members can be a difficult and complex decision. This Passages Issue Brief provides guidance on the legal regulations regarding compensation, suggestions for how to initiate a conversation among your board members about whether or not compensation is appropriate, and suggestions for how to develop a written policy based on this conversation… Read More

Checklist of Fiduciary Responsibilities

Posted on June 13, 1999 by National Center for Family Philanthropy

This checklist of board fiduciary responsibilities from 'Investment Issues for Family Funds' includes questions on the areas of investment knowledge and oversight; reporting requirements; and planning for the future… Read More

Seventeen ways grantmakers can make a difference

Recordkeeping and archives

Seventeen ways grantmakers can make a difference

Posted on May 15, 2014 by National Center for Family Philanthropy

Five strategies for managing transitions in family philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

Budget Modification Policy

Posted on May 7, 2013 by Anonymous

Managing Risk: Board Responsibilities for Prudent Investment and Governance

Posted on June 11, 2009 by Andras Kosaras

The Lawyer is In: Legal Issues for Family Foundations

Posted on January 10, 2008 by Andrew Schulz

The 990-PF in a Nutshell: What You Need to Know

Posted on August 15, 2004

10 common errors to avoid in completing a private foundation’s form 990-PF

Posted on April 13, 2004 by PricewaterhouseCoopers LLP

Making your form 990-PF public and available

Posted on October 30, 2002 by National Center for Family Philanthropy

Board Compensation: Reasonable and Necessary?

Posted on April 5, 2001 by Jason Born

Checklist of Fiduciary Responsibilities

Posted on June 13, 1999 by National Center for Family Philanthropy

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