Administration Primers

Financial Reporting for Private Foundations: A Uniform System
A group of experienced foundation financial officers, CPAs, and attorneys has developed the first standard, uniform system of financial reporting that any private foundation can use as a model. The system can help your foundation prepare your Form 990-PF, since the statements are designed so that financial information can be transferred easily to the Form. The uniform system also can help bookkeepers, accountants, and others with little or no private foundation experience quickly learn basic financial issues specific to private foundations.

Member: $10
Non-member: $15

How Technology Can Help You Manage Your Foundation
Find out how technology can increase small foundations' effectiveness and efficiency. Get tips for evaluating to what extent various technology options are a good investment, given your foundation's size, function, needs, and budget.
Member: $10
Non-member: $15

Keeping Good Records: Small Foundations' Guide to Staying Organized
Explains what documents to keep and for how long, also describing how to organize, archive, and protect your documents - not just now but consistently over time.
Member: $10
Non-member: $15

Setting Up a Small Foundation Office
Managers of new foundations or foundations that haven't yet established offices will find the "A to Z" of setting up the foundation's first administration. Topics include: handling money; choosing office space; getting essential equipment and a computer system; establishing Internet access, e-mail, and a Web site; creating a records management system; and setting up basic financial tracking. Get all the information you need to run your foundation smoothly and create a solid framework for the future.
Member: $10
Non-member: $15

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Additional topic areas
Essentials - The 101 Series
Administration
Getting to Impact
Grantmaking
Boards & Governance
Investments
Succession & Family Issues
Tax & Legal
Other Topics

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