This resource is intended to provide sample documents for the initial stages of the grantmaking process. 

As a vehicle for strengthening society, philanthropy plays a key role in shaping policy at the local, state and federal levels. Advocacy is one of philanthropy’s most impactful tools for effecting change, allowing organizations to elevate the voices of the communities they serve and leverage the impact of limited grant dollars to help advance their mission.  

CMF's Government Relations Public Policy team invites all in our CMF community to view this virtual conversation to help deepen your knowledge of advocacy and better understand how to productively connect with policymakers. We share examples of how CMF members have used their voices for advocacy and provide a primer on the legal parameters for policy engagement. 

This resource is intended to fill a gap in available source material to provide a useful overview for grantmakers of all sizes and types. It outlines the general steps of the grantmaking process while highlighting areas where due diligence components can be incorporated.

This guide provides an overview of the regulations and practical considerations of different types of charitable gaming available to nonprofit organizations. 

This resource is intended to explore frequently asked questions involved in managing disaster funds, specifically issues of concern to private foundations, community foundations, corporate foundation/giving programs and other public charities that manage grantmaking.

This resource is intended to provide an overview of compliance needs and opportunities for both private foundations and public charities with grantmaking operations.

This document is a reference tool for considering which philanthropic giving structure is most appropriate to the unique situation and priorities of these individuals and families.

As grantmaking organizations plan their operational strategy for 2021, staff and trustees face many of the same questions and decisions from previous years but are discovering that the answers have changed amid the ongoing COVID-19 pandemic.

Leadership succession remains a top concern for foundations, regardless of size or type of organization. The dynamic of family foundations can make the process even more of a unique challenge.