Administration

Whether accomplished at your kitchen table, or a larger space, you’ve got to handle correspondence, filing, preparing board materials, and more. When done efficiently, it’s clockwork. But foundation administration without thoughtful procedures and systems in place can simply become time-consuming and burdensome.

Setting Up Your Administration

• Starting Up: Administration
• Recordkeeping
• Office Space & Equipment

Staffing

• Hiring & Managing Staff
• Using Consultants

Managing Financials

• Budgeting, Accounting & Bookkeeping

Communications

• Communications & Annual Reports
• Websites

Closing Shop

• Spending Down

  Back to Foundation in a Box

Starting Up
Administration
Boards & Governance
Family Philanthropy
Grantmaking
Impact & Evaluation
Investments
Tax & Legal