SAMPLE Proposal Letter for a Foundation

Developing a governance process is central to fulfilling the trustees’ duties to the Foundation. This three-step process is the framework for effective fiduciary governance for both large and small foundations:

  1. Identify the statutorily defined obligations.

  2. Adopt policies that echo these duties.

  3. Execute procedures that confirm compliance with these policies.

Anodos can help the Board fulfill these key duties. If you want to know more about the service, select the link below to see a draft Engagement Letter.

Download Resource

Download
Committee Meeting

Sample Document