Public Policy & Legal Issues

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: 05/2013

This report describes the role that offices designed to catalyze partnerships between philanthropy and government are playing in problem-solving.

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Resource Type: Research, Data & Reports



Resource
Released: 02/2013

This study assesses the initial impact of the 2011 repeal of the Community Foundation Tax Credit in Michigan.

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Resource Type: Research, Data & Reports



Resource
Released: 05/2013

This is the fourth assessment of Office of Foundation Liaison (OFL) conducted by the Community Research Institute.

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Resource Type: Research, Data & Reports



Resource
Released: 05/2007

Forms to use for YAC internal operations.

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Resource Type: Sample Document



Resource
Released: 11/2013

From the Foundation Center, an extensive array of resources, publications, web links, and videos with deep content about fiscal sponsorships.

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Resource Type: External Link



Resource
Released: 12/2009

This publication provides resources to help foundations understand their legal requirements and obligations.

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Resource
Released: 07/2015

This resources gives background information and contact information for Michigan's Office of Foundation Liaison (OFL).

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Resource Type: Research, Data & Reports



Resource
Released: 10/2012

The legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation and Moore Foundation developed this free, first-of-its-kind resource, which covers the basic legal rules around what staff are allowed to fund and engage in at a private foundation.

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Resource Type: Professional Education
Audience: Private Foundation



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