FAQs

Are there any other clarifications for the sample disclosure requirement?
Are there any other key elements in communications that we should submit?
Are there specific characteristics or qualities needed on a board to be compliant with National Standards?
Can a fund agreement include a provision permitting a donor to amend the agreement?
Can I keep some of the documentation I submit confidential?
Can my community foundation submit draft documents?
Can you explain what fundraising expenses are?
Do reviewers only look at the IRS Form 990 line numbers indicated in the key elements for requirement 3?
Do we have to provide a sample fund agreement for every type of fund we offer?
Do we have to submit written personnel policies along with the board resolution?
Do you have examples of sufficient variance power?
Does the requirement to ensure funds are used to meet donors' intent apply to all funds or just donor advised funds?
Does this disclosure requirement apply to situations where the community foundation retains legal counsel related to the acceptance of gifts?
For reconfirmation, do we have to submit evidence for this tab?
How are independence and broad representation defined?
How can a whistleblower policy be structured?
How can I find out what state filings are to be submitted?
How can I provide the information on Schedule B without violating the foundation's confidentiality policy?
How detailed must the description of our financial condition be?
How did a whistleblower policy come to be important for community foundations?
How do I correctly write a gift of stock letter that includes stock values?
How do I demonstrate awareness of the community's demographics?
How do I demonstrate oversight and control of geographic affiliates?
How do I provide evidence of the confidentiality procedures applying to both staff and board members?
How do I submit a budget for the current year?

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