Sample Document

Resource
Released: 05/2013

Common grant report form developed to facilitate the reporting process for grantmakers and grantseekers.

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Resource
Released: 04/2007

The Accountability Self-Assessment Tool is a comprehensive and flexible resource that private foundations (family, independent or corporate) can use to help ensure that they are complying with all relevant federal laws and regulations

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Resource Type: Sample DocumentTemplate



Resource
Released: 11/2013

Grant guidelines and sample documents for YACs.

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Resource Type: Sample Document
Audience: Youth Grantmakers



Resource
Released: 11/2013

It is important to respond to grantseekers. They want to know if their proposals have been received, are going to be considered by the board and the timeline for a decision. To save time and streamline communications, many foundations are using form letters that can be personalized.

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Resource
Released: 12/2013

This sample document includes detailed discussion and information, discretionary grant request form and a sample grant acknowledgement.

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Resource
Released: 01/2013

Sample Needs Assessments and Needs Assessment Results

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Resource Type: Sample Document
Audience: Youth Grantmakers



Resource
Released: 04/2007

Sample conflict of interest policy, as outlined by the Internal Revenue Service. (2007)

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Resource Type: Sample Document
Audience: All Members



Resource
Released: 02/2007

Sample crisis communications readiness checklist from from Al Czarnecki Communications; focus on ten things to put into place prior to a crisis.

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Resource Type: Sample Document
Audience: All Members



Resource
Released: 10/2014

Choosing a new software package can be a challenging process.  For many foundaitons the process of selecting a Grantsmanagement system is even harder since it impacts the the Foundation so deeply.

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Resource Type: Sample DocumentTemplateTools
Topic: Technology