Private Operating Foundations

Operating foundations are private foundations that use the bulk of their income to provide charitable services or to run charitable programs of their own. They make few, if any, grants to outside organizations. To qualify as an operating foundation, specific rules, in addition to the applicable rules for private foundations, must be followed.

Below is everything on our site for private operating foundations. You can use the filtering options on the right to narrow these results.

This sample grant proposal application checklist can be customized to your foundation's processes, allowing you to check off each step of the grant application process.  

This sample grant proposal acknowledgment letter will allow you to let prospective grantees know that their application was received.  

This sample post-grant evaluation can be customized to your foundation, and provided to your grantees to submit at the conclusion of their grant.

This is a sample Membership Committee policy

This sample grant agreement letter may be customized to your foundation, and used to alert new grantees to the terms of their grant.

Stephanie Danforth Chafee’s ancestors trace their roots in Rhode Island back to the Mayflower. Her philanthropic heritage in the area is almost as deep and conservative.

Her mother was a leading supporter of the Parent Teachers Association, the Zoological Society and the Roger Williams Zoo. Her father, like his father before him, supported a hospital and large, established fine art and educational philanthropies.

This is a sample foundation investment policy.

The services of a consultant may prove beneficial to an organization considering the creation of a records management or archival program.

Tips and ideas on file management.