This sample docket allows you to customize your program goal and strategies.
Oftentimes, grantmakers can rely on the rules applicable to private foundations or even their state’s nonprofit corporation law when seeking answers to thorny grantmaking questions. But what should a charity do when both the tax code and state statutes are silent on the matter? In such an instance, it is important that your foundation craft grantmaking policies to address these unanswered areas. From donor-initiated fundraising to granting to government to the types of gifts you accept, this section can help.
In-Depth knowledge on Grantmaking Policies
This perspective from Sally Bowles of the Emily Hall Tremaine Foundation will provide useful insight into grantmaking issues encountered by many family philanthropies.
As you prepare to close out grants, this customizable checklist can help ensure you've received the appropriate documents from grantees.
This customizable sample closing letter may be sent to grantees upon the conclusion of their grant.
This sample grant close-out form can help you wrap up outstanding grants.
Frequently asked questions about making grants to fiscal sponsors.
It helps to think of grantmaking strategies along a continuum and to choose different approaches at different times, depending on the results you want to achieve. This resource will present some of the most common grantmaking strategies— what they are, how they are used, and what questions you and your colleagues want answered.
Community foundations occasionally consider conducting a raffle as a way to raise money for a particular fund. The plan may be to do a raffle as a standalone fundraiser or as part of another community foundation event. In many cases, donors approach community foundations asking to conduct the raffle on their own. Whether the raffle is run by the foundation or by interested donors, here are some key issues to think through in advance to ensure compliance with applicable rules.
Frequently asked questions about agency endowment funds.
Generally, there is no legal restriction against making grants to churches, synagogues, mosques or other religious institutions. But there are some things foundations interested in such grantmaking should know.