The Council exists to expand, enhance, and sustain your ability to advance lives in the communities you serve. Our team is available to provide members with sample documents and templates that can be customized to fit your foundation’s work or help guide your thinking.
If you would like to submit any resources to share with your peers, please e-mail firstname.lastname@example.org.
In-Depth knowledge on Sample Document
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.
Editable grant agreement for grants not requiring expenditure responsibility.
Looking for the single best way to manage a family foundation? You may be looking for a long time. Because family foundations are unique within the foundation world, there is no one-size-fits-all answer to management. Each family creates its own rules and structures for its foundation, allowing for a variety of management styles.
Editable foundation investment policy template.
Al Castle is a family trustee of the Samuel N. and Mary Castle Foundation in Honolulu. After serving on the board for several years, he was hired as the first executive director of the foundation by his fellow board members. He also continues to serve as a trustee. In this position paper, he discusses various management options for family foundations, and specifically, the management option that was right for his own-family staffing.
This customizable sample expenditure report allows you to track expenditures by grantees.