This is a sample foundation investment policy.
Operating foundations are private foundations that use the bulk of their income to provide charitable services or to run charitable programs of their own. They make few, if any, grants to outside organizations. To qualify as an operating foundation, specific rules, in addition to the applicable rules for private foundations, must be followed.
Below is everything on our site for private operating foundations. You can use the filtering options on the right to narrow these results.
The services of a consultant may prove beneficial to an organization considering the creation of a records management or archival program.
This sample grant file index allows you to see the types of information which your foundation may need to keep on each of your grantees.
A program for orienting new trustees is an indispensable step for foundations to maximize the value and benefits of their boards.
This customizable sample expenditure report allows you to track expenditures by grantees.
This sample docket allows you to customize your program goal and strategies.