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.

This checklist for developing effective grantee relations was prepared by Jane Kendall, president of the North Carolina Center for Nonprofits and a trustee of the Kathleen Price Bryan Family Fund.
This glossary of philanthropic terms can help you get started in understanding the broader field of philanthropy.
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.
This sample matching gift policy can be easily customized for your foundation's use.
From GEO, what does it mean to truly and authentically engage a community in evaluation?
This resource provides an overview of the variety of ways in which family philanthropies choose to staff their foundations.
This slide presentation covers issues that may arise for non-family staff in family foundations.
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.

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