Guide to EF Policies

A Guide to Education Foundation Policies and Procedures is designed to aid foundations in developing or revising existing policies and procedures. It represents best practices compiled form more than 20 years in foundation management and seeing the challenges foundations encounter when policies and procedures are not in place.

Policies include the following:

• Gift Planning and Acceptance Policies
• Financial Policies and Guidelines
• Investment Policy
• Office Policies and Procedures
• Conflicts of Interest Policy
• General Policies and Procedures
• Personnel Policies and Procedures

In addition, there are samples of Bylaws, Staff Calendar of Activities, Job Descriptions, Thank You Letters, Honorarium/Memorial Acknowledgements and Gift Receipt.
A CD in PDF Format - Read Only- is included with A Guide to Education Foundation Policies and Procedures.