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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 Letter of Determination
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
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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