All Resources

This document is a customizable gift acknowledgement letter for an IRA transfer. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client…

Sample formal policy on records retention and destruction for board approval. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship,…

Sample internal policies and procedures for grantmaking due diligence.  This sample document is being provided for informational and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship, and the…

Editable sample affiliate fund agreement to establish a permanently endowed charitable fund.  This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an…

Editable fiscal sponsorship agreement to establish restricted funds for the benefit of charitable projects run by non-charities.  This sample document is being provided for informational purposes only and is not to be shared without the permission of the Council on Foundations. Use of the…

This document is a sample donor-initiated fundraising policy for use around community foundation fundraising events like auctions, golf tournaments, raffles, etc. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on…

Sample nondiscrimination policy for hiring, internal promotions, training, opportunities for advancement, and terminations. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations.  Use of the sample…

This document is an editable agreement between donors and the foundation to establish a scholarship fund. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an…

This document is an editable gift acknowledgement letter.  This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship, and the…

These sample bylaws and articles of incorporation are not a model to copy; rather, they are provided purely to illustrate what such a document might look like. Each state will have its own form or particular requirements to follow, which may differ from state to state.  For other examples and…

Editable donor-advised fund policies including grant restrictions, grant recommendations, fund advisors, and more.  This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does…

Editable agreement for donor-advised funds. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations.  Use of the sample document does not create an attorney-client relationship, and the information…

Editable sample agreement between a donor and a community foundation to establish a designated fund.  This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an…

Editable confidentiality document specifically tailored for community foundations.  This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client…

Sample scholarship fund policies and procedures outlining selection of grantees, selection criteria, grant selection committees, and more.  This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of…

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,…