Family Foundation

Resource
Released: 04/2007

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

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Resource Type: Sample DocumentTemplate



Resource
Released: 11/2010

A guide provided by the IRS outlining the law and its restrictions, detail reporting requirements, IRS forms that must be filed, and a summary of record keeping obligations for private foundations.

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Resource Type: Best PracticeExternal Link



Resource
Released: 12/2013

This webpage includes three publications "Ten Ways for Philanthropists to Consider Diversity and Inclusion," for family, community and independent foundations, along with "Leadership Insights," a video series.

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Resource Type: External Link



Resource
Released: 02/2012

View the latest family foundations Grantmaker Data collected by the Foundation Center.

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Resource Type: Fact Sheet



Resource
Released: 11/2013

Site visits can help with grantmaking decisions, observe the progress of a grant during the grant period, or evaluate results at the end of the grant.

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Topic: Site Visits



Resource
Released: 11/2013

It is important to respond to grantseekers. They want to know if their proposals have been received, are going to be considered by the board and the timeline for a decision. To save time and streamline communications, many foundations are using form letters that can be personalized.

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Resource
Released: 12/2013

This sample document includes detailed discussion and information, discretionary grant request form and a sample grant acknowledgement.

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Resource
Released: 12/2013

This document includes a sample grant tracking spreadsheet.

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Resource
Released: 10/2004

Designed for tax preparers of the 990-PF foundation tax preparer, this document focuses on the clear and accurate completion of that form, with tips to avoid common mistakes and potentially misleading entries.

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Resource Type: Report



Resource
Released: 01/2013

Through 2013, people age 70 1/2 and older can transfer up to $100,000 of IRA assets to public charities without triggering federal income taxes today or estate tax in the future. This fact sheet from the Council on Foundations outlines the legislation and the details.

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Resource Type: Fact Sheet



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