Community Foundations Borrego Valley Endowment Fund Sample Policy with “Do No Harm” Approach Brooklyn Community Foundation DAF Anti-Hate Policy Community Foundation of the Ozarks Sample Full DAF Policy and Procedures East Bay Community Foundation Due Diligence Policy FAQ East Bay Community…
In these unprecedented times, grantors may decide that converting previously awarded project-specific grants to general operating grants is the best way to support grantees and enable them to respond to the needs of their respective communities. While current grant agreements can be revised or…
Community foundations that award scholarships and other grants to individuals from funds with donor involvement should be sure these funds comply with the requirements of the Pension Protection Act of 2006. The PPA prohibits grants to individuals from funds that meet the fairly broad definition of…
Editable Board resolution for approving scholarship policies and procedures. This sample document is being provided for informational purposes only and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client…
This sample fund activity policy provides language that you can either use in a stand-alone policy or incorporate into an existing donor-advised fund agreement or policy.
Sample policies for gift acceptance, including ethical standards, who has authority to accept gifts on behalf of the foundation, types of gift assets, and more. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on…
This document is a customizable gift acknowledgement letter for an IRA transfer. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client…
Sample formal policy on records retention and destruction for board approval. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship,…
Sample internal policies and procedures for grantmaking due diligence. This sample document is being provided for informational and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship, and the…
Editable sample affiliate fund agreement to establish a permanently endowed charitable fund. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an…
Editable fiscal sponsorship agreement to establish restricted funds for the benefit of charitable projects run by non-charities. This sample document is being provided for informational purposes only and is not to be shared without the permission of the Council on Foundations. Use of the…
This document is a sample donor-initiated fundraising policy for use around community foundation fundraising events like auctions, golf tournaments, raffles, etc. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on…
Sample nondiscrimination policy for hiring, internal promotions, training, opportunities for advancement, and terminations. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample…
This document is an editable agreement between donors and the foundation to establish a scholarship fund. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an…
This document is an editable gift acknowledgement letter. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship, and the…
These sample bylaws and articles of incorporation are not a model to copy; rather, they are provided purely to illustrate what such a document might look like. Each state will have its own form or particular requirements to follow, which may differ from state to state. For other examples and…