Recordkeeping for Private Foundations

We keep comprehensive records of all private foundation activities and transactions managed by or provided to Foundation Copilot. This includes funding and income, assets and valuations, grants, fees and expenses, significant contributors, and meeting minutes. All of this information is accessible through Impactfully, Foundation Copilot’s secure online platform.

Private Foundation Recordkeeping Checklist

Does your foundation have a policy for retaining or destroying records?
If not, it’s time to create one. Foundation Copilot advisors can help you develop a customized policy or provide a sample to get started.

Do you know which records your foundation should keep?
Some documents need to be preserved permanently, others for a set period, and some can be saved or discarded at your foundation’s discretion. Foundation Copilot advisors can guide you through these requirements and help you manage them properly.

Do you know what information should be included in your grant files?
Foundation Copilot can offer expert guidance or provide a sample grant file index to help keep your records organized and complete.

Do you have an expenditure report?
Maintaining a clear record of your foundation’s expenses is essential. Foundation Copilot can help you create a tailored report or provide sample templates to ensure accurate documentation.

Ready to get started?

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