Policies and Internal Documents

Bylaws, Policies, and Internal Documents

Policies have been reviewed and updated by Laura Jensen and Bill Beierschmitt as of April 2023 in preparation for accreditation application submission.

2023/24 Proposed Budget 

2022 Year-End Giving Schedule

Certificate of Incorporation 

Board Job Description 

Board Resolution for National Standards

Bylaws – 2024 update included

Conflicts of Interest Policy – Approved August 2022

Confidentiality Policy – Approved Oct 2021 – UPDATED Dec 2022

DAF Policy – approved Feb 2023 

Donor Initiated Fundraising Policy – Approved Oct 2020 – UPDATED Dec 2022

Fiscal Sponsor Policy – Approved December 2019 – UPDATED Dec 2022

Fund Activity Policy – Approved Feb 2023

Gift Acceptance Policy – Approved August 2019 – UPDATED DEC 2023

Grant Agreement Form – Approved February 2022 – UPDATED Dec 2022

Grant Making Due Diligence Policy – Approved Feb 2023 

IRS Determination Letter

Investment Policy – Approved April 2019

Nondiscrimination Policy – Approved October 2022

Personnel Policy Handbook – Approved June 2019 – UPDATED Dec 2022

Record Retention Policy – Approved February 2021 – UPDATED Dec 2022

Scholarship Policy – Approved April 2022 – UPDATED DEC 2022

Social Media Policy – Approved December 2019 – UPDATED Dec 2022

Spending Policy – Approved 4/25/2023

Whistleblower Policy – Approved June 2021 – UPDATED Dec 2022

Fund Agreements: (please contact Executive Director for document)

  • Fund agreements (approved date):
    • Donor Advised 6/28/2023
    • Fiscal Sponsorship 4/25/2023
    • Affiliate 4/25/2023
    • Designated 4/25/2023
    • Agency Fund 4/25/2023
    • Field of Interest 4/25/2023
    • Scholarship 4/25/2023
  • Investment Pool Election Form