Sample Document/Template

Accountability Self-Assessment Tool for Staffed Foundations

This tool for staffed 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.

Audience: All Funders

Topic: Governance

Communications/Disclosure Assessment

Checklist focusing on a foundation’s transparency in communicating key information about the organization to its constituents and the broader public.

Audience: All Funders

Topic: Communications

Keeping Your Board Out of Trouble: What Implications Does the Sarbanes-Oxley Act Passed by Congress Have For Your Nonprofit

What implications does the Sarbanes-Oxley law passed by Congress have for nonprofits? Learn more about recent changes in federal and state laws and find sample policies of use for nonprofits.

Audience: All Funders

Topic: Public Policy

Sample Conflict of Interest Policies

The following sample conflict of interest policies are excerpted from The Non-Profit Answer Book: An Executive Director's Guide to Frequently Asked Questions from BoardSource.

Audience: All Funders Program Staff

Topic: Administration Governance

Proposal Review and Evaluation Guidelines

Sample proposal review and evaluation guidelines from foundations across the country.

Audience: All Funders

Topic: Grantmaking