Strategic Charitable Policies & Procedures
Building a Framework for Success
If you’re like many of our foundation clients, you’ll find our help in establishing the necessary policies and controls 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
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