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Preparing a Policies, Practices, and Procedures Manual for a Family Foundation  


Author:  Glen A. Yale.


Source: Volume 14, Number 02, January/February 2015 , pp.1-5(5)




Family Foundation Advisor

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Abstract: 

A policies, practices, and procedures manual (“PPP Manual”) is a document that collects and organizes all policies and important procedures and practices of an organization for the information of current and future directors, leadership, staff, and members of the organization. This article addresses the preparation of a PPP Manual for a family foundation with a small paid staff, with coverage of what and how to document foundation practices and policies, when to address issues like conflicts of interest or nonbudgeted expenditures, and how to cite sources and publish the finished product.

Keywords: Organizational culture, history, mission, governance

Affiliations:  1: Yale Law Firm.

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