All Tabs
Every community foundation seeking confirmation or reconfirmation in compliance with National Standards must satisfy the requirements identified within these tabs. Community foundations seeking reconfirmation need only submit materials to address organizational changes since they last confirmed, and certain minimum requirements and changes to National Standards, including those prompted by the Pension Protection Act. Minimum requirements and Pension Protection Act requirements are identified by R and P symbols, respectively.
Tabs 1-5: Governance & Mission Documents
Tab 1: Governance and Related Documents
Tab 3: Annual Report (or Equivalent) and Other Communication Materials
Tab 4: Governing Board Nomination Process and Relevant Data
Tab 5: Corporate Records or Minutes
Tabs 6-13: Finance & Legal
Tab 6: IRS Determination Letter
Tab 7: IRS Form 990 for Most Recent Two Years
Tab 8: Public Availability of IRS Form 990 and 990-T
Tab 9: Annual Audit (or Independent Financial Review)
Tab 11: Investment and Spending Policy
Tab 12: Evidence of Investment Performance Review
Tab 13: Required Annual Legal Filings and Disclosure of Current Investigations
Tabs 14-20: Policies
Tab 14: Conflict of Interest Policy and Disclosures
Tab 16: Written Record Retention Policy (Electronic and Paper Documents)
Tab 17: Human Resources Documentation
Tab 18: Confidentiality Policy
Tab 19: Sample Disclosure Documents
Tab 20: Oversight of Geographic Affiliates
Tabs 21-24: Gifts
Tab 21: Gift/Fund Acceptance Policies
Tab 22: Development Strategy for Operations and Funds
Tab 23: Gift Acknowledgement Procedures
Tab 24: Sample Gift Acknowledgement Letters
Tabs 25-29: Funds
Tab 25: Sample Fund Agreements
Tab 26: Guidelines for Donor Advisors and/or Sample Donor Advised Fund Agreement
Tab 27: Documentation of Procedures Ensuring that Funds Are Used to Meet Donors’ Intent
Tab 28: Evidence that Fund Statements Are Available
Tabs 30-32: Grants
Tab 31: Grants List for Most Recently Completed Fiscal Year
Tab 32: Policy or Documented Procedures for Due Diligence
Tabs 33-35: Education & Community Leadership
Tab 33: Evidence of Donor Education and Participation
Tab 34: Documentation of Issues Identified and Resulting Actions
Tab 35: Assessment of Grantmaking and Community Leadership
Now on GuideStar
Compliant with National Standards? Now you can signal your status on GuideStar.
-
Is your community foundation
new to National Standards? -
Reconfirm your compliance
-
About National Standards
They guide sound policies and accountable
practices. They build capacity to carry
out our missions. They make
community foundations distinctive.
