Sample Documents

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 Documents



Resource
Released: 11/2020

A collection of sample fund agreements.

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Resource Type: Sample Documents



Resource
Released: 03/2019

A collection of downloadable sample documents related to Communications & Marketing.

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Resource Type: Sample Documents



Resource
Released: 06/2018

A collection of sample documents related to Grantmaking, Monitoring & Evaluation.

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Resource Type: Sample Documents



Resource
Released: 01/2015

A collection of sample documents for youth philanthropy.

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Resource Type: Sample Documents



Resource
Released: 10/2018

A collection of sample documents related to Governance & Board Development. 

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Resource Type: Sample Documents



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