|
Issues and Legislation
Accountability Self-Assessment Tool for
Private Foundations
The Accountability Self-Assessment Tool is
a comprehensive and flexible resource that private foundations (family,
independent or corporate) can use to help ensure that they are complying with
all relevant federal laws and regulations and to assess how well they are
engaging in generally recommended good practices for being accountable to the
public. The Forum is distributing the tool to grantmakers through its member
regional associations of grantmakers (RAs).
Download the Tool and
Related Resources:
Accountability Self-Assessment
Questionnaire
Foundations can use the Accountability Self-Assessment Questionnaire to assess
their foundation for both legal compliance issues and accountability issues. The
questionnaire comes in versions for both staffed and unstaffed private
foundations:
Self-Assessment Worksheet
The Accountability Self-Assessment Questionnaire is accompanied by an MS Excel
spreadsheet to help a foundation tabulate its responses:
Legal Compliance Checklist
If a foundation just wants to ensure that it is complying with the law, it can
use the Legal Compliance Checklist. (All the legal items in the checklist are
also included in the Accountability Self-Assessment Questionnaire). The
checklist comes in versions for both staffed and unstaffed private foundations:
Additional Resources
These additional resources can help foundations use the self-assessment tool and
follow up on the results of their self-assessment.
-
Glossary. A glossary of key words and concepts used in the
self-assessment tool.
-
Accountability Resource List. An extensive resource list to help
foundations learn more about any of the topics and issues covered in the
tool. The resources in the list are grouped by the same topics and
sub-topics used in the self-assessment questionnaire.
| 
