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  • On Conflicts of Interest:

    Forum of Regional Associations of Grantmakers
    Conflicts of Interest at Foundations: Avoiding the Bad and Managing the Good (PDF)
    BoardSource, Forum of Regional Associations of Grantmakers, Council of Michigan Foundations
    This publication provides a clear definition of conflicts of interest, identifies which transactions are absolutely prohibited and which are permissible if properly handled, and includes guidance for developing a foundation conflict-of-interest policy.
    www.givingforum.org/cgi-bin/doc_rep/public/file.pl/3545/coi.final.10.11.05.pdf

    Conflicts of Interest: Safeguarding Your Foundation (PDF)
    Council on Foundations
    This guidebook includes a compilation of Council articles on key issues regarding foundation conflicts of interest and sample conflict of interest policies for foundations.
    www.cof.org/files/Documents/Building%20Strong%20Ethical%20Foundations/Conflicts_of_Interest_Safeguarding_Your_Foundation.pdf

    Conflicts of Interest
    Council on Foundations
    This article covers the basic legal and ethical issues regarding foundation conflicts of interest.
    www.foundationnews.org/CME/article.cfm?ID=2561

    Conflicts of Interest, Part II: May the Foundation’s Lawyer Serve as a Trustee?
    Council on Foundations
    This article covers the basic legal and ethical issues regarding a foundation’s board member serving as its lawyer.
    www.foundationnews.org/CME/article.cfm?ID=2747

    Conflicts of Interest, Part III: Foundation Investments
    Council on Foundations
    This article covers the basic legal and ethical issues regarding conflicts of interest related to foundation investments.
    www.foundationnews.org/CME/article.cfm?id=3006

    Conflicts of Interest, Part IV: New Form 1023
    Council on Foundations
    The article examines questions and information about conflicts of interest on the new IRS Form 1023.
    www.foundationnews.org/CME/article.cfm?id=3157

    Sample Conflict of Interest Policy for Nonprofit Corporations (PDF)
    Minnesota Attorney General’s Office
    www.ag.state.mn.us/pdf/charities/ConflictInterestPolicy.pdf

    Sample Conflict of Interest Policy
    Internal Revenue Service
    The IRS has published a sample conflict of interest policy for health care organizations that is a useful reference for all types of charitable organizations — including foundations.
    www.irs.gov/instructions/i1023/ar03.html

    Sample IRS Conflict of Interest Policy Annotated for Grantmakers
    Council on Foundations
    This resource includes a reprint of the IRS sample conflict of interest policy for health care organizations with comments on how grantmakers might consider revising the policy.
    www.cof.org/files/Documents/Building%20Strong%20Ethical%20Foundations/Conflicts_of_Interest_IRS_Sample_Policy.pdf

    Sample Conflict of Interest Policy
    Donors Forum of Chicago
    www.donorsforum.org/publictrust/ConflictOfInterestPolicy_sample.doc

    Megan Wentworth

     

     

    Learning from Sarbanes-Oxley: A Checklist for Nonprofits and Foundations (PDF)
    Independent Sector

    http://www.independentsector.org/PDFs/sarbanesoxley_checklist.pdf

     

    Conflicts of Interest: What Every Grantmaker Should Know

    Minnesota Council on Foundations

    Published in the June/July 2004 edition of MCF Notes, article covers the basics of conflicts of interest.

    http://www.mcf.org/publictrust/wegsk_conflicts.htm

     

    Kate Cassidy

     

    For Additional Resources, please see the Conflict of Interest section of the Grantmakers of Oregon and Southwest Washington website:

    http://www.gosw.org/grant/makers/info/conflict_of_interest/

     

    2010 Census & Foundations

    Getting an accurate census count is important for a couple of reasons:

    • $300 billion in federal dollars, as well as billions of additional state dollars, are apportioned to local communities for health, education, transportation and other programs, based on census data.
    • The reapportionment of legislative seats at the federal, state, and local levels are determined based on census data.
    • Census data can be used for planning purposes, to understand population distribution and needs.

    Population Resource Center

     

    Making the 2010 Census Count: A Quick Guide for Foundations
    Local and community foundations can play a vital role in promoting a full and accurate census count in the communities they serve.

    (word document):

     

    Megan Wentworth

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  • a nonprofit group asks:

    "We would like to conduct a social impact study of our members that  illustrate the programmatic impact nonprofits have on the community. We have been able to find reports for the economic impact of nonprofits, but not a compilation of their social impact, their program benchmarks, as it were. Do you know of any reports or organizations that are doing this kind of work that we could link with or use their survey work?"

    Indeed, we have extensive information here:

    Social Impact of Nonprofits
    Philanthropy and Social Impact

     

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