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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.

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Sample Grant Proposal Application Checklist

Sample Document
This sample grant proposal application checklist can be customized to your foundation's processes, allowing you to check off each step of the grant application process.  

Sample Proposal Acknowledgment Letter

Sample Document
This sample grant proposal acknowledgment letter will allow you to let prospective grantees know that their application has been received.  

Sample Post-Grant Self-Evaluation

Sample Document
This sample post-grant evaluation can be customized to your foundation and provided to your grantees to submit at the conclusion of their grant.

Sample Membership Committee Policy

Sample Document
This is a sample Membership Committee policy.

Sample Grant Agreement – No Expenditure Responsibility

Sample Document
This document is an editable grant agreement for grants not requiring expenditure responsibility. 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 sample document does not create an…

Sample Foundation Investment Policy

Sample Document
This document is an editable foundation investment policy template. 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 sample document does not create an attorney-client relationship, and…

Sample Grant File Index

Sample Document
This sample grant file index allows you to see the types of information which your foundation may need to keep on each of your grantees.

Family vs. Nonfamily Management: The Castle Foundation Shares Its Story

Sample Document
By Al Castle, Executive Director Samuel N. and Mary Castle Foundation Al Castle is a family trustee of the Samuel N. and Mary Castle Foundation in Honolulu. After serving on the board for several years, he was hired as the first executive director of the foundation by his fellow board members. He…

Sample Expenditure Report

Sample Document
This customizable sample report allows you to track expenditures by grantees.

Sample Docket Write-up of Program Goals and Strategies

Sample Document
This sample docket write-up allows you to customize your program goal and strategies.

Closing Documents Checklist

Sample Document
As you prepare to close out grants, this customizable checklist can help ensure that you've received the appropriate documents from grantees.

Sample Grant Closing Letter

Sample Document
You can send this customizable sample closing letter to grantees upon the conclusion of their grant.

Sample Grant Close-Out Form

Sample Document
This sample grant close-out form can help you wrap up outstanding grants.

Sample Board Membership Two-Tiered Procedure

Sample Document
For incorporating the next generation onto family foundation boards.

Board Member Orientation Materials

Sample Document
This resource outlines the onboarding process for a new board member.

Sample Foreign Grant Expenditure Responsibility Letter

Sample Document
Sample foreign grant expenditure responsibility 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 information…

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