An Operations Checklist for Foundation Compliance

Publication date: 
May, 2022

This resource is intended to provide an overview of compliance needs and opportunities for both private foundations and public charities with grantmaking operations.

The information included here is most effective when used to support proactive planning for both frequent and infrequent operational activities, ranging from submission of government-issued forms and retaining essential historical documents to regular grantmaking.

This resource can also be used to identify areas of operations that may already be out of compliance and need to be addressed.

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