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This resource outlines the onboarding process for a new board member.
For incorporating the next generation onto family foundation boards.
This sample grant close-out form can help you wrap up outstanding grants.
You can send this customizable sample closing letter to grantees upon the conclusion of their grant.
As you prepare to close out grants, this customizable checklist can help ensure that you've received the appropriate documents from grantees.
By Anne H. Morgan
Becoming a trustee of a family foundation can be a complex, confusing, and confounding experience. Suddenly you are thrust into a room full of persons whom you thought you knew, but now they are all in different roles. Your favorite aunt, who has always seemed so demure and…
This sample docket write-up allows you to customize your program goal and strategies.
This customizable sample report allows you to track expenditures by grantees.