If you are like many of our clients, you will find our help in establishing the policies and controls needed in a foundation setting to be invaluable. Some of the areas addressed in our review of the policies and procedures of a grantmaking organization include the following:
- Organizational Structure
- Appropriate Business Conduct and Practices
- General Ledger and Chart of Accounts
- Security
- Technology and Electronic Communications
- Grants Management
- Grant Decision-Making
- Communication with Grantees
- Grant Assessment
- Tax and Financial Compliance and Reporting
- Cash Management and Planning
- Budgeting
- Comprehensive Policies and Procedures Manual, including but not limited to:
- Investment Policies
- Expenses and Cash Disbursements Policies
- Grant and Other Cash Disbursements
- Record Retention
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