Best Practices

  • Before you start, collect your foundation’s most recently filed IRS Form 990 and other common reports from the last completed fiscal year.
  • Set an appointment on your calendar and carve out time for the survey. The Industry Survey contains nine sections and should take 45 to 60 minutes to complete. The Compensation & Benefits Survey has eight sections and should also take 45 to 60 minutes to complete.
  • Many foundations find success in dividing the survey content among staff members for completion. Survey questions can be downloaded in PDF format to be used as a guide for collecting responses.
  • Consider using a general email as your login address such as so that staff can share duties in answering the questions.