Policy Central: Management and Operations Policies

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

CEO and Staff Performance Review and Self-Assessment

Consultant Agreements and Requests for Qualifications

COVID-19 Protocol for Returning to Offices

Diversity, Equity, and Inclusion Policies and Statements

Employee Handbook and Personnel Policies

Expense Reimbursement Policies


Interview Questions for Anti-Racist Consultant

Parental Leave Policy

Record Retention Policies

Recruitment Policies

Sabbatical Policies

Sabbatical Programs for Nonprofits (Durfee Foundation)

Staff Selection and Recruitment Guidelines

Social Media Policy

Staffing and Retention Strategies: Limited Life and Spend Down Foundations

Statement of Culture


Transition Assistance Policy

Vendor Selection Guidelines

Whistleblower Policy