Foundation Management & Administration

Below are general foundation management and administration resources. There are specific resource pages under this section on:

As a benefit of membership, the Council on Foundations attorneys and legal staff provide information and education to Council members regarding a variety of topics related to foundation operations and legal compliance. All information on this website, and all publications, articles, e-mail correspondence and telephone consultations provided by Council attorneys and legal staff are intended for informational purposes only and not as part of an attorney-client relationship. Council attorneys are not licensed in every state and cannot provide legal representation. The information is not a substitute for expert legal, tax or other professional advice tailored to your specific circumstances, and may not be relied upon for the purposes of avoiding any penalties that may be imposed under the Internal Revenue Code. Council members may e-mail legal@cof.org with inquires and for more information.

Is your foundation using best practices for internal processes?
In this age of austerity, it is more important than ever to ask and answer how foundations' decisions impact the fields they work in.
Al Castle is a family trustee of the Samuel N. and Mary Castle Foundation in Honolulu. After serving on the board for several years, he was hired as the first executive director of the foundation by his fellow board members.
The basics and frequently asked questions about strategic planning.
Interviews from several program officers from corporate foundations and giving programs for advice to those who are new to their positions.
The Council on Foundations’ Foundation Management Series provides foundation boards and staff with the tools needed to benchmark their practices and operations against peers in the field.
This plan outlines the organization’s strategy for responding to emergency or disaster, provides information essential to continuity of critical business functions, and identifies critical resources.
Form 1023 is in the vanguard of IRS forms that are designed to educate tax-exempt organizations and help halt abusive transactions.
Directors & Officers liability insurance provides financial protection for a foundation and its directors, officers, employees, and volunteers in the event of a lawsuit.

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