A list of links and resources related to foundation governance and management that includes:
Effective Foundation Management: 14 Challenges of Philanthropic Leadership and How to Outfox Them by Joel Orosz, Altamira Press, 2007. A practical and highly accessible guide to common challenges and trade-offs in foundation management.
Investment Management Code of Conduct for Endowments, Foundations and Charitable Organizations, 2010, CFA Institute, a code designed to establish best practices for the organization’s members, volunteers and paid staff responsible for managing the entity’s financial assets.
The Governance & Financial Management of Endowed Charitable Foundations, 2012, Richard Jenkins, Association of Charitable Foundations (ACF).
Tax and Regulation
The Canada Revenue Agency (CRA) registers qualifying organizations as charities, gives technical advice on operating a charity, and handles audit and compliance activities. Through their Charities & Giving website, you can access: Interpretation bulletins; Information circulars; Brochures and guides; Forms; Newsletters; Draft publications; List of registered charities; definition of political activities and more.
Legal Issue Publications:
Canadian Not-For-Profit News: The Insider’s Edge On Current Developments in Canadian Non-Profit Organizations. Monthly newsletter edited by Arthur Drache, C.M, Q.C., a specialist in the tax treatment of charities, non-profit organizations and arts groups. A good source of current information on the tax implications and practical considerations relating to the most relevant and timely issues surrounding registered charities and other non-profit organizations.
Charity Law is a site maintained by Carter & Associates, an Ontario law firm, for up-to-date information on legal issues of interest to charities and not-for-profit organizations both in Canada and internationally in the form of articles, seminar materials and newsletters.
Information Technology & Social Media
GrantBook is a Canadian social purpose business which offers expertise and proactive support as its clients take the important steps to expand their grants management, knowledge-sharing, and collaboration capacities.
A Consumers Guide To Grants Management Systems, Idealware, 2013. This report reviews 28 grants management systems which help private foundations accept and review applications and track grants throughout their life cycles.
TechSoup Canada offers nonprofits a one-stop resource for technology needs by providing free information, resources, and support.
Infographic: Foundations and Social Networking, 2013 Nonprofit Quarterly.
Family Foundations: Using Social Media to Help Tell Story, blog MCF, 2014.
Are foundation leaders using social media? Foundation Centre.
Telling Your Story on Social Media: Family Funders Share Tips, Philanthrofiles, 2014.
Sunsetting: A Framework for Foundation Life As Well As Death and Foundation Sunset: A Decision-Making Guide, 2011, by Francie Ostrower, Aspen Institute.
Project on Spend-Down at the AVI CHAI Foundation and The Atlantic Philanthropies, ongoing, by Joel L. Fleishman and Tony Proscio.
HR Council (Human Resources for the Voluntary Sector Council) provides human information on paid employment in the voluntary and non-profit sector, and features practical HR tools and information for sector organizations.
Board Source, a resource for practical information, tools and best practices, training, and leadership development for board members of nonprofit organizations worldwide.