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Family Foundation

A sample document detailing the core values of the Betty and Davis Fitzgerald Foundation including restrictions on participation on nonprofit/grantee boards.
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
Audience: Family Foundation
Topic: Governance

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