SAMPLE Proposal Letter for a Foundation
Sample Document
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:
- Identify the statutorily defined obligations.
- Adopt policies that echo these duties.
- 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.
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We help trustees save time, reduce risk, and fulfill their fiduciary duties. What makes us unique is that trustee governance support is all we do.