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.
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
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 formal policy on records retention and destruction for board approval.
Editable whistleblower policies that establish procedures to prevent or detect and correct improper activities, encourage each Foundation director, officer, employee and volunteer to report what he or she in good faith believes to be a material violation of law, ensure the receipt, documentation, retention of records, and resolution of reports received, and protect reporting individuals from retaliatory action.
Editable internal polices for staff, board members and committee members about the use of social media.
The Council created these communications tools to assist our members in sharing how donor advised funds are being used to impact their communities. The toolkit includes sample templates and other useful resources to share with local media and other stakeholders in your community.
The grantmaking application process is a big lift for foundations and nonprofits, alike. This primer takes a look at streamlining the application process from RFP to grant agreement. Found in the guide is a how to on creating RFPs, questions to ask during the grant application review, sample acceptance letter, sample declination letter, and a sample grant agreement. Highlighted here, you will also find an innovative example a group of funders from New Mexico (SHARE New Mexico) took in reevaluating their long standing grantmaking application process and the steps they took in creating and implementing a common application. Finally, we invite you to explore the resources and tools available through GMN's Project Streamline initiative, an effort to assist funders in right-sizing application and reporting requirements, reducing the burden on grantseekers, and seeking feedback to improve grantmaking practices.
Non-profit searches for a new CEO generally take a minimum of four months, and can take as long as six to eight months. A clear sense of mission and a well understood position description for the new President and CEO will be absolutely essential for success in identifying and, more importantly attracting the right kind of person. This kit includes a look at finding an Executive Search Firm, sample timelines, job descriptions, and compensation.
This flow chart was designed by the Community Foundation of Louisville to describe the process of evaluating, processing, and making impact investments in their community. It follows a similar model developed by the Greater Cincinnati Community Foundation, which is discussed in the Community Foundation Field Guide to Impact Investment.
This sample job description for an administrative assistant is shared thanks to the generosity of the Cargill Foundation.