Resource Library
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What Boards and Executives Need to Know About Private Foundations
An orientation to private foundations, including common areas of activity and key regulated spaces to navigate in work.
Member Only
Succession Planning
Explore key resources to help you develop successful succession plans.
Member Only
Accounting Procedures Manual Template
An Accounting Procedures Manual template created by Deborah Cooper and Meredeth Clark of the California and Steve Zimmerman, C.P.A.
Member Only