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.

Audit RFP

Bereavement and Grief Leave Policy

Compensation Policy

Community Events Attendance Policy for Staff and Board

Consultant Agreements, Interviews, and Requests for Qualifications

COVID-19 Protocol for Returning to Offices

Disaster Preparedness

Diversity, Equity, and Inclusion Policies and Statements

Equal Employment Opporutnity and Anti-Harassment Policy

Emergency Staff Back Up and Succession Plan

Employee Conduct

Employee Handbook and Personnel Policies

Expense Reimbursement Policies

Internship Programs

IT and Technology Policies

Parental Leave Policy

Petty Cash Policy

Performance Review and Assessment for CEO and Staff

Record Retention Policies

Sabbatical Policies for Foundation Employees

Sabbatical Programs for Nonprofits (Durfee Foundation)

Social Media Policies

Staff Selection and Recruitment Guidelines

Staffing and Retention Strategies: Limited Life and Spend Down Foundations


Transition Assistance Policy

Tuition Reimbursement and Educational Assistance Policies

Vendor Selection Guidelines

Whistleblower Policy