Transition Guides
Transition Guides is a website dedicated to sustaining and strengthening nonprofits through better managed leadership transitions and related organizational development.
Executive Staff
Accountability Self-Assessment Tools for Unstaffed Private Foundations
The Accountability Self-Assessment Tool is a comprehensive resource to help unstaffed private foundations ensure that they are complying with key federal laws and regulations and assess how well they are engaging in generally recommended good practices for being accountable to the public.
The materials consist of a questionnaire, check list, worksheet, glossary and resource list. The questionnaire, available by component or in one complete document, and the entire selection of tools are available in the following sections.
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.
Self-Assessment Tool Glossary
A glossary of key words and concepts used in the self-assessment tool.
Accountability Self-Assessment Tool for Unstaffed Private Foundations - Worksheet
An MS Excel spreadsheet to help a foundation tabulate its responses.
Accountability Self-Assessment Tool for Unstaffed Foundations - Check List
Use this checklist to ensure that your foundation is complying with the law. (All the legal items in the checklist are also included in the Accountability Self-Assessment Questionnaire).