Policy Central: Management, Operations, and Staffing
Management and staffing policies are at the heart of good practice for many family philanthropies. Included here are consultant agreements, employee handbooks, internship program descriptions, personnel policies, and polices on and polices on diversity, equity, and inclusion (DEI), record retention, recruitment, reimbursement, personnel evaluation, and more.
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- For assessment tools and other resources related to diversity, equity, and inclusion in family philanthropy, please see our Content Collection on Racial Equity, Diversity, and Inclusion.
Artifical Intelligence Usage Policy
Audit RFP
Benefits and Leave Policies (see also, "Employee Handbooks", below)
- Benefits and Leave Policies (Weissberg Foundation, 2024)
- Wellness Leave Policy (Anonymous Foundation, 2024)
- Parental Leave Policy (Chicago Community Trust, 2020)
Bereavement and Grief Leave Policy
Compensation Policy
Community Events Attendance Policy for Staff and Board
Consultant Agreements, Interviews, and Requests for Qualifications
- Request for Qualifications (DR Fund, 2023)
- Interview Questions for Anti Racism Consultant (Surdna Family Foundation, 2021)
- Steps for Success Engaging a Consultant (Bechtel, 2020)
- Hiring a Communications Consultant (Bechtel, 2018)
- Hiring a Strategic Planning Consultant (Bechtel, 2018)
- Working with Consultants: Frequently Asked Questions (Bechtel, 2020)
- GMA Family Foundation Life Cycle
- Request for Proposal for Diversity, Equity and Inclusion Facilitation & Planning (San Antonio Area Foundation, 2016)
Disaster Preparedness
Diversity, Equity, and Inclusion Policies and Statements
- DEI Statement (Specialty Family Foundation, 2024)
- DEI Principles (Hewlett, 2021)
- DEI Statement (Doris Duke Foundation, 2021)
- DEI Policy (Wege Foundation, 2017)
- DEI Vision and Strategies (Collins Foundation, 2016)
Equal Employment Opporutnity and Anti-Harassment Policy
Emergency Staff Back Up and Succession Plan
Employee Conduct
Employee Handbook and Personnel Policies
- Employee Handbook (Anonymous Foundation, 2023)
- Personnel Policies (Anonymous Foundation, 2023)
- Employee Handbook (Dobbs Foundation, 2022)
- Personnel Policies (The Wallace Foundation, 2014)
- Employee Handbook (Hill Snowdon, 2011)
Expense Reimbursement Policies
- An expense reimbursement policy for a Private foundation document from Blazek and Vetterling.
- Expense Reimbursement Policy (Including Tickets for Events)
- Expense Reimbursement Policy (Anonymous Foundation, 2023)
- Can a Foundation Pay for Spouse or Other Family Members' Travel to Board Meetings?
- Policy on Reimbursement for Attendance by Trustees and Members (Nord Family Foundation, 2003)
- Policy on Reimbursement for Attendance at Foundation Events by Children (Nord Family Foundation, 2003)
Internship Programs
- Internship Program (Mayberg Family Foundation, 2019)
- Internship Position Description (Merck Family Fund, 2003)
IT and Technology Policies
- Technology Implementation Blog (Foundant Technologies, 2018)
- Managed IT Service Provider RFP (Frey Foundation, 2023)
- Technology Replacement and Purchase Guide (Frey Foundation, 2023)
Meeting and Event Space Policies
Petty Cash Policy
Performance Review and Assessment for CEO and Staff
- Employee Performance Assessment (Anonymous Foundation, 2023)
- President Performance Evaluation (Frey Foundation, 2023)
- Staff Pre Evaluation Worksheet (Frey Foundation, 2023)
- Staff Performance Evaluation (Frey Foundation, 2023)
- Performance Review Guidelines (Anonymous Foundation, 2023)
- Staff Feedback Form (Anonymous Foundation, 2023)
- Employee Self Assessment (Panta Rhea, 2023)
- Executive Director Performance Review (Glenn Foundation, 2020)
- Sample CEO Performance Reviews (NCFP, 2014)
- CEO Performance Review Sample
- Employee Evaluation Form (PSFG, 2014)
- Executive Director Evaluation Form (Blue Avocado, 2011)
Record Retention Policies
- Records Retention Policy (Anonymous, 2023)
- Record Retention Policy (Bechtel, 2020)
- Records Retention Policy (Brinson Foundation, 2016)
- Document Retention Policy (Sam Cohen Foundation, 2009)
Sabbatical Policies for Foundation Employees
- Sabbatical Leave (Morgan Family Foundation, 2023)
- Sabbatical Policy (Hill Snowdon, 2023)
- Sabbatical Policy (PSFG, 2023)
- Sabbatical Leave Policy (Switzer Foundation, 2022)
- Sabbatical Policy (Winthrop Rockefeller Foundation, 2010)
Sabbatical Programs for Nonprofits (Durfee Foundation)
- Sabbatical Programs for Nonprofits (Durfee Foundation)
- Sabbatical Application Form (Durfee Foundation, 2003)
- Sabbatical Programs for Nonprofit Leaders, A How To Guide for Funders (Durfee Foundation, 2007)
Social Media Policies
- Social Media Policy (Pulliam Trust, 2023)
- Social Media Policy (Levitt Foundation, 2016)
- Social Media Policy Sample
- Social Media Policy Example (Anonymous Foundation, 2024)
Staff Selection and Recruitment Guidelines
Strategic LIfespan: Checklists and Staffing and Retention Strategies for Limited Life Foundations
- Spend Down Timeline (Kolibri Fdn, 2017 to 2027)
- Master Closing Plan and Timeline (Eckerd Family Foundation, 2013)
- Talent Development Workbook (Bechtel, 2019)
- Spend Down Timeline (SD Bechtel Foundation, 2019)
- Record Retention Policy (Bechtel, 2020)
- Staff Workshop Survey Draft (Bechtel)
- Organizational Norms: Activating the Values (Bechtel, 2018)
- Foundation Career Development Fund Request (Bechtel 2019)
- TAF Transition Assistance Policy (Bechtel, 2018)
- Orfalea Foundation Sunset Timeline
- Sunsetting Task Checklist (Pierce Family Foundation, 2023)
Transition Assistance Policy
Tuition Reimbursement and Educational Assistance Policies
- Educational Assistance Policy (Brinson Foundation, 2023)
- Professional Development Reimbursement Policy (Rasmuson, 2024)
- Tuition Assistance Reimbursement Policy (Rasmuson, 2024)
- Tuition Reimbursement Policy (NWAF, 2021)
- Tuition Reimbursement Agreement Updated (HGF, 2016)
- Tuition Reimbursement Program (HGF, 2016)