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Communications/Disclosure Assessment
Checklist focusing on a foundation’s transparency in communicating key information about the organization to its constituents and the broader public.
Private Foundation
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Communications/Disclosure Resources
List of resources on communications and disclosure issues.
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Accountability Self-Assessment Tool for Unstaffed Foundations
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
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Private Foundation Job Descriptions
Sample job descriptions for positions at private foundations.
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Proposal Review and Evaluation Guidelines
Sample proposal review and evaluation guidelines from foundations across the country.
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Board Committee Descriptions and Responsibilities
Sample board committee descriptions, including roles and responsibilities of committee members
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Foundation Chief Executive Evaluation Form
A sample form used by a foundation's board of directors to evaluation the chief executive officer.
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Private and Public Foundations May Fund Charities that Lobby
501(c)(3) public charities may legally seek to influence legislation—in other words, lobby – subject to generous limits. In addition, private foundations and public foundations (which are public charities) may support public charities that lobby. Foundations should follow the following rules when making grants to grantees that lobby.
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What, Why, and How of Advocacy
An overview of how foundations and their grantees can participate in advocacy developed by the PolicyWorks for Philanthropy community.
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Foundations for Civic Impact - Private Foundations
This advocacy and civic engagement toolkit is designed for private foundations that want to educate and encourage their grantees about getting involved in civic and policy activities to increase organizational capacity and impact. While its primary focus is on the grantmaking activity of foundations, the toolkit also addresses rules and guidance for policy involvement by foundation officials acting on behalf of their foundations.