A Guide to Education Foundation Policies and Procedures
A Guide to Education Foundation Policies and Procedures is designed to aid foundations in developing or revising existing policies and
procedures. It represents best practices compiled form more than 20 years in foundation management and seeing
the challenges foundations encounter when policies and procedures are not in place.
Policies include the following:
Gift Planning and Acceptance Policies
Financial Policies and Guidelines
Investment Policy
Office Policies and Procedures
Conflicts of Interest Policy
General Policies and Procedures
Personnel Policies and Procedures
In addition, there are samples of Bylaws, Staff Calendar of Activities, Job Descriptions, Thank You Letters,
Honorarium/Memorial Acknowledgements and Gift Receipt.
A CD in PDF Format - Read Only- is included with A Guide to Education Foundation Policies and Procedures.
For Texas residents: If tax exempt, please fax, mail or email a signed copy of your Texas Sales and Use Tax
Exemption Form to Successful Ways, Inc.
