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Decoding Financial Statements and Form 990s
This session is designed to provide foundations and those responsible for the grantmaking function with a high-level understanding of financial documents from both an initial and ongoing due diligence perspective.
2019 Philanthropy 101: Fundamentals of Grantmaking
Learning Together: Actionable Approaches for Grantmakers
Accountability Self-Assessment Tools for Staffed Private Foundations
The Accountability Self-Assessment Tool is a comprehensive resource to help staffed 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 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.