Resource Library
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Expenditure Responsibility & Donor-Advised Funds: A Guide for Community Foundations
This guide explains when ER applies, how it differs from general due diligence, and what steps are needed to stay compliant.
Sustainability Costing Tool
The tool can be used by community foundations of any size to develop a better understanding of its revenue and expenses.
Protecting Nonprofit Privacy in Beneficiary Claims: Charitable Beneficiary Affidavit
Ready-to-use letter that members can send to financial institutions when responding to requests for personally identifying information.
Member Only
Guide to Avoid Financial Mismanagement and Fraud
This resource is intended to explore frequently asked questions involved in preventing and managing through challenging operational and grantmaking...
Member Only
Preventing and Mitigating Financial Mismanagement and Fraud
Financial mismanagement or situations involving fraud can be a challenge for foundation staff.
Member Only