SAMPLE Proposal Letter for a Foundation

Sample Document

Committee Meeting

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.

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We do what trustees should do, but don't know how

Anodos develops and maintains an investment governance process for trustees so that their fiduciary duties are fulfilled.