Finance and Administration

Learn more about latest financial policies, practices, and principles being used by your colleagues in the regional association network.

In This Area

990 Prep Documents
These sample documents will help RAs prepare their 990 tax forms.
Governance
Sample governing documents including bylaws and mission statements, conflict of interest policies, board evaluation and assessment, and board training.
Human Resources
Sample documents including employee compensation, benefits, management, hiring, personnel policies, position descriptions, and employee communications.
Partnerships and Collaboration
Resources from regional association staff on partnerships and collaboration.
Reserve Policies
A collection of sample regional association financial policy guidelines for reserve funds.
Strategic Planning
Guides to help direct the process of creating a strategic plan including SWOT analyses, presentations to the board, and planning memos. Sample strategic plans can also be found.

Executive Director Report to the Board (DOC)
Highlights of 2011 achievements formatted into one page from San Diego Grantmakers.
Workplan Report to the Board (PPT)
2010 San Diego Grantmakers workplan broken down by goals and key action items with responsiblities, timing, status, and metrics for each activity. Formatted to present to board.
MCF Unrestricted Net Assets and Investment Policy
Sample policy from the Minnesota Council on Foundations addressing working captial, unrestricted net assets, equipment reserve fund, and investments
PNW Financial Management Policies (DOC)
Sample financial policies from Philanthropy Northwest including governance, personnel and financial management.
CSF Record Retention Schedule For Paper And Electronic Documents (PDF)
Sample record and document retention policy from the Conference of Southwest Foundations.