Grantmaking

This section covers issues around grantmaking by foundations and corporate giving programs. Please visit a specific resource page to narrow your results:

As a benefit of membership, the Council on Foundations attorneys and legal staff provide information and education to Council members regarding a variety of topics related to foundation operations and legal compliance. All information on this website, and all publications, articles, e-mail correspondence and telephone consultations provided by Council attorneys and legal staff are intended for informational purposes only and not as part of an attorney-client relationship. Council attorneys are not licensed in every state and cannot provide legal representation. The information is not a substitute for expert legal, tax or other professional advice tailored to your specific circumstances, and may not be relied upon for the purposes of avoiding any penalties that may be imposed under the Internal Revenue Code. Council members may e-mail legal@cof.org with inquires and for more information.

This sample declination letter can help you inform grant applicants that their grant proposal was not accepted.
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 sample grant agreement letter may be customized to your foundation, and used to alert new grantees to the terms of their grant.
This sample grant file index allows you to see the types of information which your foundation may need to keep on each of your grantees.
This customizable sample expenditure report allows you to track expenditures by grantees.
This sample docket allows you to customize your program goal and strategies.
This perspective from Sally Bowles of the Emily Hall Tremaine Foundation will provide useful insight into grantmaking issues encountered by many family philanthropies.

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