strategic charitable policies & procedures

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: 

  • Foundation policies, procedures and strategy
  • Organizational structure
  • Appropriate business conduct and practices 
  • General ledger and chart of accounts
  • Security
  • Technology and electronic communications
  • Grant 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