To supplement the booklets in the “Getting Started Kit,” we’ve collected some additional Foundation Source articles that provide a more in-depth understanding of each topic. Foundation Source clients who have further questions should contact their Private Client Advisors for immediate assistance.
1. Organizational Basics
- Foundation Forever?
- Involving Non-Family Members in the Foundation
- Creating a Mission Statement: When Is the Right Time?
- A Primer on Crafting Your Foundation’s Mission
2. Governance and Policies
- Top 5 Ways Private Foundations Can Get in Trouble
- 10 Rules Every Foundation Should Know About Compliance
- 21 Terms Every Foundation Should Know
- Pitfalls Around Year-End Contributions
- Compensation Benchmarking