Sample Scholarship Policies and Procedures
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
Editable Board resolution for approving scholarship policies and proceedures.
This sample Fund Activity Policy provides language to include, either, in a stand-alone policy, or to be incorporated into an existing donor advised fund agreement or policy. Within the sample policy are: 1) acceptable types of grant activity, 2) a framework for activating grantmaking, and 3) definitions of terms used in the context of this sample policy.
Sample policies for gift acceptance including ethical standards, who has authority to accept gifts on behalf of the foundation, types of gift assets and more.
Sample Gift Acknowledgement Letter for IRA Transfer
Sample formal policy on records retention and destruction for board approval.
Sample internal policies and proceedures for grantmaking due diligence.
Editable sample affiliate fund agreement to establish a permanently endowed charitable fund.
Editable fiscal sponsorship agreement to establish restricted funds for the benefit of charitable projects run by non-charities.
Sample donor-initiated fundraising policy for use around community foundation fundraising events like auctions, golf tournaments, raffles, etc.