The Council's Board of Directors released this guidance memorandum in March 2010 and strongly recommends that when reviewing and approving foundation investment policies and procedures practices, all foundations—private and public—consider these best practices in foundation investment management.
From budgeting, accounting and investment practices, audits, and managing external consultants, there is a broad range of skills for foundation executives and board members to understand. The Council maintains a wide range of financial management resources to help you follow good governance procedures and ensure thorough oversight.
In-Depth knowledge on Financial Management
This sample matching gift policy can be easily customized for your foundation's use.
Editable foundation investment policy template.
Frequently asked questions about investments and basic asset allocation strategies.
Raising money for community needs is the central function of community foundations. No surprise, then, that we receive more questions about fundraising than about any other topic. Following are some common inquiries we receive by telephone and e-mail and the replies we give.