The Accountability Self-Assessment Tool is
a comprehensive and flexible resource that private
foundations (family, independent or corporate)
can use to help ensure that they are complying
with all relevant federal laws and regulations
and to assess how well they are engaging in generally
recommended good practices for being accountable
to the public.
DOWNLOAD THE TOOL AND RELATED RESOURCES:
Accountability Self-Assessment Questionnaire
Use the Accountability Self-Assessment Questionnaire to assess your foundation
for both legal compliance issues and accountability issues. The questionnaire
comes in versions for both staffed and unstaffed private foundations:
Self-Assessment Worksheet
The Accountability Self-Assessment Questionnaire
is accompanied by an MS Excel spreadsheet to
help you tabulate your responses:
Legal Compliance Checklist
If you just want to ensure that your foundation
is complying with the law, you can use the
Legal Compliance Checklist. (All the legal
items in the checklist are also included in
the Accountability Self-Assessment Questionnaire).
The checklist comes in versions for both staffed
and unstaffed private foundations:
ADDITIONAL RESOURCES:
Download these additional resources to help you
use the self-assessment tool and follow up on
the results of your self-assessment.
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Glossary (Word
document) A glossary of key words and concepts
used in the self-assessment tool. The glossary
is also integrated into the tool using
pop-up comments.
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Accountability
Resource List (Word document)
An extensive resource list to help
you learn more about any of the topics
and issues covered in the tool. The
resources in the list are grouped by
the same topics and sub-topics used
in the self-assessment questionnaire.
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