Sample Document

Common Report Form

Resource

Released: 05/2013

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

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Resource Type: Sample Document, Template, Tools for Family Foundations

Audience: Community Foundation, Corporate Giving, Family Foundation, Independent Foundation, Public Foundation, Youth Grantmakers, Grantseekers

Topic: Grantmaking, Monitoring & Evaluation, Evaluation Methods, Grantee Feedback

Accountability Self-Assessment Tools

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 Document, Template

Audience: Corporate Giving, Family Foundation, Independent Foundation, Private Foundation

Topic: Legal Due Dilligence, Public Policy & Legal Issues

YAC Recruitment

Resource

Released: 05/2007

Forms to use for YAC internal operations.

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Resource Type: Sample Document

Audience: Community Foundation, Youth Grantmakers

Topic: Policies, Public Policy & Legal Issues

YAC Grantmaking

Resource

Released: 11/2013

Grant guidelines and sample documents for YACs.

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Resource Type: Sample Document

Audience: Youth Grantmakers

Topic: Grantmaking, Monitoring & Evaluation

The Survival Game

Resource

Released: 06/2013

Instructions for The Survival Game played at the 2013 Youth Summer Leadership Conference.

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Resource Type: Sample Document

Audience: Youth Grantmakers

Topic: Diversity, Equity, & Inclusion

Site Visit Worksheet

Resource

Released: 11/2013

Site visits can help with grantmaking decisions, observe the progress of a grant during the grant period, or evaluate results at the end of the grant.

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Resource Type: Best Practice, Sample Document, Tools for Family Foundations

Audience: All Members, Family Foundation, Independent Foundation

Topic: Grantmaking, Monitoring & Evaluation

Communicating with Grantees

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.