Legal Disclaimer

All information on this website, and all publications, articles, e-mail correspondence, and telephone consultations provided by Council attorneys and legal staff are intended for informational purposes only and not as part of an attorney-client relationship. Council attorneys are not licensed in every state and cannot provide legal representation. The information is not a substitute for expert legal, tax, or other professional advice tailored to your specific circumstances and may not be relied upon for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Council members may email legal@cof.org with inquiries and for more information.

Displaying 17 - 32 of 55 results

Sample Donor-Advised Fund Policies

Sample Document
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…

Sample Donor-Advised Fund Agreement

Sample Document
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…

Sample Designated Fund Agreement

Sample Document
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…

Sample Community Foundation Confidentiality Policy

Sample Document
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 Policies and Procedures

Sample Document
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…

Sample Whistleblower Policy

Sample Document
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,…

Sample Agency Endowment Agreement

Sample Document
Editable agency endowment agreement for community foundations in corporate form. 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 Scholarship Award Letter

Sample Document
Editable scholarship award letter to be sent to selected grantees. 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…

Sample Social Media Policy

Sample Document
Editable internal polices for staff, board members, and committee members about the use of social media. 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…

Sustainable Development Goals Event Toolkit

Sample Document
In 2017 and 2018, the Council on Foundations hosted a number of Sustainable Development Goals (SDG) events in various states across the country. We created an events toolkit to support you as you host your own SDGs event in your community. The toolkit includes useful resources such as a sample…

Sample Board Resolution Authorizing a Program Related Investment

Sample Document
This template community foundation board resolution authorizes the foundation to make a loan as a program-related investment (PRI). These types of activities are generally permitted by state and federal law when they serve to advance the charitable purposes of the foundation. The term "program-…

Grantmaking Application Process Resource Guide: A Grantmaking Primer

Sample Document
The grantmaking application process is a big lift for foundations and nonprofits, alike. This primer takes a look at streamlining the application process from RFP to grant agreement. Found in the guide is a how-to on creating RFPs, questions to ask during the grant application review, sample…

Sample Matching Gift Policy

Sample Document
This sample matching gift policy can be easily customized for your foundation's use.  

Sample Decline Letter

Sample Document
This sample declination letter can help you inform grant applicants that their grant proposal was not accepted.

Sample Grant Completion Report

Sample Document
This sample grant completion report may be customized and provided to your grantee partners.  

Proposal Review Flowchart

Sample Document
This sample proposal review flowchart may be useful for establishing your foundation's processes for grant review.

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