Sample Family Foundation Policies and Procedures
Author: Katherine E. David.
Source: Volume 14, Number 02, January/February 2015 , pp.3-8(6)

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Abstract:
Glen Yale’s article, “Preparing a Policies, Practices, and Procedures Manual for a Family Foundation” (article 1 of this issue) makes the case for collecting and organizing a family foundation’s policies and important procedures and practices into a single “PPP Manual.” This article provides a variety of sample policies and procedures that will be useful to foundations drafting comprehensive PPP Manuals including Sample Code of Conduct, Confidential Information Policy, Family-Member Gift Matching Policy, and Travel Reimbursement Policy.Keywords: Foundation Policies and Procedures
Affiliations:
1: Strasburger & Price, LLP.