Site Search

- resource provided by the Forum Network Knowledgebase.
Search Tip: Search with " " to find exact matches.

What You Should Know Before Signing Your Oganization's Form 990-PF

Publication date:

04/2004

A guide for foundation officers who sign the Form 990-PF. This resource helps top officers to understand the important safeguards they should undertake before signing the tax return.

Find More By

Resource type:

Best Practice

Guide

Audience:

Board/Trustees

Executive Staff

Topic(s):

Standards, Codes, and Ethics

Emergency Succession Plan Template and Contact Inventory

The Center for Nonprofit Management has developed an Emergency Succession Plan Template that includes plans for short-term, long-term and permanent executive director changes.

Find More By

Resource type:

Audience:

Topic(s):

Executive Director Tenure and Transition in Southern New England

Publication date:

01/2004

A report resulting from a survey of 800 nonprofit organizations in Connecticut, Massachusetts and Rhode Island in regards to the changing nonprofit executive leadership in the three states.

Find More By

Resource type:

Audience:

Topic(s):

Leadership Development and Emergency Succession Plan

Publication date:

03/2011

This document outlines a leadership development and emergency succession plan for the Council in the event the president is unable to fulfill her duties.

Find More By

Resource type:

Audience:

Topic(s):

Standards, Codes, and Ethics

Executive Leadership Succession Policy

Publication date:

11/2007

This document outlines the policy and its related procedures for the Council's eventual permanent change in executive leadership.

Find More By

Resource type:

Audience:

Topic(s):

Standards, Codes, and Ethics

Compensation Determination Policy

Publication date:

12/2008

The Council's policy regarding the process for determining compensation for key employees.

Find More By

Resource type:

Audience:

Topic(s):

Standards, Codes, and Ethics

Records Retention Policy

Publication date:

03/2006

The formal records retention policy of the Council.

Find More By

Resource type:

Audience:

Topic(s):

Standards, Codes, and Ethics

Conflict of Interest Policy and Declaration Statement for Trustees

Publication date:

03/2003

Reviewed and signed by every Connecticut Council for Philanthropy Director annually.

Find More By

Resource type:

Audience:

Topic(s):

Standards, Codes, and Ethics

Code of Ethics

Publication date:

06/2005

The Council's Code of Ethics was adopted by the board in June of 2005.

Find More By

Resource type:

Audience:

Topic(s):

Standards, Codes, and Ethics

Effective Practice

... which the Connecticut Council for Philanthropy’s (CCP) staff and board judge whether they have individually and ... a manner adequate to the public trust invested in them.

Due Diligence Done Well - A guide for grantmakers

This GEO publication argues that doing due diligence well means striking a balance between obtaining the information you want and need as a grantmaker and not asking for so much that it places an undue burden on the grantseeker.

Find More By

Resource type:

Audience:

Topic(s):

Foundations & Donor-Advised Funds: Can Foundation Management Be Done Smarter?

Page Snow, Chief Philanthropic Advisor for Foundation Source, writes about the rise of outsourced philanthropic support solutions.

Find More By

Resource type:

Audience:

Topic(s):

Ways to talk about philanthropy with your clients

Sample conversation starters.

Find More By

Resource type:

Audience:

Topic(s):

Philanthropy Basics

... foundations are those organizations that use their resources primarily to grant funds to other entities in order ... institutions of every kind, and individuals. Go to CCP's Member Directory >> Types of Grantmakers Private ... are private foundations that use the bulk of their resources to provide charitable services or run charitable ...

Find More By

Resource type:

Guide

Audience:

Donors

Emerging Practitioners

Topic(s):

About Philanthropy

Philanthropy Glossary

... of philanthropic terms, compiled from the very best resources on the Web. A-C | D-E | F-K | L-O | P-R | S-Z ... principal — money, stocks, bonds, real estate, or other resources — controlled by a foundation or corporate giving ... of Foundation Center databases, attendance at an annual conference, and access to a special Associates-only Web site. ...

Find More By

Resource type:

Guide

Audience:

Donors

Emerging Practitioners

Topic(s):

Planned Giving Design Center

... Design Center (PGDC) provides professional advisors with resources to use when advising clients in areas of charitable ...

Find More By

Resource type:

Resource Link

Audience:

Consultants/Advisors

Topic(s):

Planning

Tools and Resources for Professional Advisors

... Design Center (PGDC) provides professional advisors with resources to use when advising clients in areas of charitable ... role in philanthropy and the nonprofit sector. Tools and Resources for Professional Advisors ...

Relief for Disasters

Find general and specific disaster relief information and resources for funders or individuals who want to support ... regional, national or world wide responses. You can find resources specific to Connecticut, general disaster response ...