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Foundation
Accountability Resources
Administration
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Archiving Your Family Foundation
Council on Foundations
A variety of resources to help a foundation
archive its history.
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File, Keep, Toss?
Council on Foundations, 1998
This article offers guidance to help foundations
decide which records to keep and which to toss, both to meet legal
requirements and to maintain effective and efficient operations.
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Grantmaker Information Technology Survey,
2007
Technology Affinity Group & Council on
Foundations
This
report summarizes the results of a 2007 survey that looked at how
grantmakers are using technology and the challenges they face in this
area.
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How Technology Can Help You Manage Your
Foundation
Association of Small Foundations
This primer explains how technology can increase
a small foundations’ effectiveness and efficiency, and offers tips for
evaluating to what extent various technology options are a good
investment given a foundation’s size, function, needs and budget.
Available for purchase.
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Keeping Good Records: Small Foundations'
Guide to Staying Organized
Association of Small Foundations
This primer explains what documents a small
foundation should keep and for how long, and describes how to
organize, archive and protect those documents.
Available for purchase.
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The Sarbanes-Oxley Act and Implications
for Nonprofit Organizations
BoardSource &
Independent Sector, 2006
This document summarizes the implications of the
Sarbanes-Oxley Act’s provisions for nonprofit record retention and
destruction practices.
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What Do We Keep?
Council on Foundations
Some basic guidance on creating and maintaining
a foundation’s archives.
Samples
Questions, Comments or Suggestions? Please
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