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All tabs

• Tabs 1-5: Governance & Mission Documents
  • Tab 1: Governance and Related Documents
  • Tab 2: Mission Statement
  • 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 10: Annual Budget
  • 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 15: Whistleblower Policy
  • 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
  • Tab 29: List of Funds
• Tabs 30-32: Grants
  • Tab 30: Grants Guidelines
  • 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