Project Streamline
Drowning in Paperwork, Distracted from Purpose
Project Streamline is a collaborative effort of organizations from both sides of the grantmaker/grantseeker divide who are studying grant application and reporting practices, their impact on grantseekers and grantmakers, and the implications for the field.
http://www.projectstreamline.org/
Kate Cassidy
Best Practices in Grants Management
Council on Foundations
This guide covers the best practices for every step of administering a grantmaking program. Available for purchase. www.cof.org/publications
Megan Wentworth
For Additional Resources, please see the Grants Management section of the Grantmakers of Oregon and Southwest Washington website: http://www.gosw.org/grant/makers/info/grants_management1/
Foundation in a Box
Grant Files Management and "Keep or Toss" Recordkeeping Decisions
From the collection of articles put together by the Association of Small Foundations for "Foundation in a Box"
http://www.smallfoundations.org/site/pp.asp?c=fvKRI7MPJqF&b=2560353
Independent Sector
Learning from Sarbanes-Oxley: a checklist for nonprofits and foundations
http://www.independentsector.org/issues/accountability/checklist.html
File, Keep, Toss? (PDF)
Council on Foundations
This article offers guidance to help foundations decide which records to keep and which to toss, both to meet legal requirements and to maintain effective and efficient operations.
www.cof.org/files/Documents/CEOLinks/Summer%2005/File_Keep_Toss.pdf
The Sarbanes-Oxley Act and Implications for Nonprofit Organizations (PDF)
BoardSource, Independent Sector
This document includes an explanation of the Sarbanes-Oxley Act’s provisions regarding nonprofit organizations’ record retention and destruction.
www.boardsource.org/clientfiles/Sarbanes-Oxley.pdf
What Do We Keep?
Council on Foundations
Some basic guidance on creating and maintaining a foundation’s archives.
www.cof.org/Content/General/Display.cfm?contentid=491
Archiving Your Family Foundation
Council on Foundations
A variety of resources to help a foundation archive its history.
www.cof.org/index.cfm?CONTAINERID=191
Keeping Good Records: Small Foundations' Guide to Staying Organized
Association of Small Foundations
This primer explains what documents a small foundation should keep and for how long, and describes how to organize, archive and protect those documents. Available for purchase.
www.smallfoundations.org/programs/primer_series
Records Retention Policies & Guidelines: A Collection
Consortium of Foundation Libraries
A sampling of foundations’ record retention policies and guidelines.
www.foundationlibraries.org/keepdox.htm
Trends in Grants Management Software and Services
Council on Foundations
A look at the commercial providers of grants management software and services.
www.foundationnews.org/CME/article.cfm?ID=2495
How Technology Can Help You Manage Your Foundation
Association of Small Foundations
This primer explains how technology can increase a small foundations’ effectiveness and efficiency, and offers tips for evaluating to what extent various technology options are a good investment given a foundation’s size, function, needs and budget. Available for purchase.
www.smallfoundations.org/programs/primer_series
Sample Document Retention Policy
National Council of Nonprofit Associations
www.ncna.org/_uploads/documents/live//Document_Destruction.doc
Megan Wentworth
