Sample Documents

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 knowledge@cof.org.

In-Depth knowledge on Sample Document

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.

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.