Whether you are an established foundation looking for benchmarks or you are starting a new foundation, you will discover a wide range of sample documents donated by Council member organizations from small, medium and large foundations.

These documents provide you with a starting point. We recommend you customize them to meet the laws of your jurisdiction and the needs of your organization. Please consult an attorney before adopting a policy that is legally binding. Most files are available as either Word [doc] or [pdf] files.

We will update this library regularly with new documents. We invite you to submit your own sample documents to make this collection even more useful and robust.

Human Resources: Benefits

Flextime Request Form

Public Welfare Foundation (Medium Foundation)

Human Resources: Compensation

Tuition Reimbursement Request

Public Welfare Foundation (Medium Foundation)

Human Resources: Job Descriptions

Associate Program Officer

Clark Foundation  (Medium Foundation)

Chief Financial and Administrative Officer

Anonymous 

Deputy Director for Communications

Bill and Melinda Gates Foundation (Large Foundation) 

Director, Grants Management

National Endowment for Democracy (Small Foundation)

Executive Director

Anonymous (Small Foundation) 

Anonymous 

Financial Manager

Anonymous 

Grants Manager

Rockefeller Brothers Fund (Medium Foundation) 

Human Resource Manager

Anonymous  

Manager of Administration

Public Welfare Foundation (Medium Foundation)

Manager of Investments

Public Welfare Foundation (Medium Foundation)

Office Manager

Archstone Foundation (Small Foundation)

Operations Manager

Anonymous 

Portfolio Associate

Edna Clark McConnell Foundation  (Medium Foundation)

Program Assistant

Anonymous 

Program Officer

Able Foundation (Medium Foundation) 

Minnesota Regional Association of Grantmakers 

Anonymous 

Senior Program Operations Manger

David and Lucile Packard Foundation (Large Foundation)

Summer Internship

Anonymous 

Governance:  Board Evaluation
Chief Executive Director

Anonymous 

Human Resources: Policies

Compensation and Overtime

Northwest Area Foundation (Medium Foundation) 

Education and Development

Northwest Area Foundation (Medium Foundation) 

Office Procedures Manual

Public Welfare Foundation (Medium Foundation)

Tuition Assistance

Public Welfare Foundation (Medium Foundation)