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Reset- Foundation Management
- Grantmaking
- Contributions & Donors
- Giving Rules & Regulations
- Pension Protection Act
- FAQs
Finance and Investment
- Working with a Donor's Investment Manager
- Recommended Best Practices in Managing Foundation Investments
- Investment Management Practice Tips and Resources (Updated October 2011)
- Thinking About an Audit? Read This First
- Foundation Investment Conference Call - Investment Leadership: Taking Back Control
- Legal and Accounting Challenges of Underwater Endowment Funds by Susan E. Budak and Susan N. Gary
- Fiscal and Administrative Officers Group (FAOG) on UMIFA, UPMIFA, and FASB Staff Position 117-1 (December, 2008)
Compliance
- IRS Focuses on International Transactions by Large Private Foundations
- Legal Compendium for Community Foundations (Excerpts)
- Component Funds: The Absence of Material Restrictions
- U.S. Foundation Employment and Payment of Foreign Nationals and Students - Select Issues of Visa and Payment Eligibility
- Check This: A Compliance Checklist for Private Foundations
- Questioning Legal Authority (dispelling legal myths concerning payout, foundations securing receipts, and phasing in grantmaking for new foundations)
- Developing a Travel Policy
- Creating an Inactive Funds Policy
Compensation
Foundation Formation and Termination
Public Disclosure, Reporting & Recordkeeping
Directors & Officers Insurance
Intermediate Sanctions and Self-Dealing
- That's the Ticket: Issues Encountered When Accepting and Using Tickets from Grantees
- That's Still the Ticket
- Tread Carefully When Sharing Board Members With Grantees
- Too Close for Comfort? Pros and Cons of Sharing Board Members With Grantees
- Should Your Foundation Cover Travel Expenses of Family Members?
- Easier Compliance is Goal of New Intermediate Sanction Regulations" by Steve T. Miller, commissioner of the Tax Exempt and Government Entities Division
- Intermediate Sanctions Regulations Checklist
Conflicting Relationships
- Conflicts of Interest, Part I - General
- Conflicts of Interest, Part II - May the Foundation Lawyer Serve as a Trustee?
- Conflicts of Interest, Part III - Foundation Investments
- Conflicts of Interest, Part IV - Form 1023
- Sample Conflict of Interest Policies From Council Members
- Sample Conflict of Interest Policies From the Council
- Conflicts of Interest: IRS Sample Policy Annotated for Grantmakers
- Intermediate Sanctions Regulations Checklist
