Policy Central: Management and Operations

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.

Visit the policy central homepage for details on our disclaimer and on submitting your own policy.

Sample Policies

Artificial Intelligence and Technology Policies

Audit Request for Proposals

Benefits and Leave Policies (see also, “Employee Handbooks”, below)

CEO and Staff Performance Review and Assessment 

Compensation Policy

Community Events Attendance Policy

Consultant Agreements, Interviews, and Requests for Qualifications

Credit Card Policy

Diversity, Equity, and Inclusion Policies and Statements

Educational Assistance and Professional Development Policies

Emergency and Disaster Preparedness

Employee Handbook and Personnel Policies

Finance Procedures

Internship Programs

Legal Compliance Checklist

Meeting and Event Space Policies

Record Retention Policies

Reimbursement Policies

Risk Management Plan

Sabbatical Policies

Social Media Policies

Staff Selection and Recruitment Guidelines

Strategic Lifespan: Strategies and Lessons for Limited Life Foundations

Terms of Use Policy

Vendor Selection Guidelines

Whistleblower Policies

Back to Policy Central