This checklist of board fiduciary responsibilities from ‘Investment Issues for Family Funds’ includes questions on the areas of investment knowledge and oversight; reporting requirements; and planning for the future.
Checklist of Fiduciary Responsibilities
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Audits, Accounting, and Completing the 990-PF Form
What questions should we ask our auditors? What are our fiduciary responsibilities as family foundation board members? What common mistakes do foundations make when completing the 990-PF? This Content Collection provides comprehensive but concise answers to these questions and many more.
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