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.

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Sample Expenditure Responsibility Grant Agreement

Sample Document
Editable grant agreement for grants requiring expenditure responsibility. 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 Disclosure and Confidentiality Statement for Staff and Board Members

Sample Document
You can use this document to guide the development of your disclosure and confidentiality statement for staff and board of directors.

Sample Board of Directors Election and Retention Policy

Sample Document
This is a sample document to guide the development of your Board of Directors election and retention policy.

Creating a Donor-Initiated Fundraising Policy

Sample Document
Community foundations are often faced with requests from donors or local volunteers who wish to express their support by raising money for the community foundation or for a particular fund. When volunteers engage in fundraising activities on behalf of the community foundation (a practice called…

Disaster Preparedness and Recovery Plan

Sample Document
Community foundations have proven themselves to be cornerstones of support to the community, especially in times of need and disaster.  When emergencies or disasters strike, the Foundation must be well-prepared to quickly and effectively help itself in order to be able to help others. This…

Sample Conflict of Interest Policies from Council Members

Sample Document
Sample conflict of interest policies from the Community Foundation of Switzerland County and Triangle Community Foundation.

Document Retention & Destruction Guidelines

Sample Document
This Document Retention and Destruction Policy of the Council on Foundations ("the Council") identifies the record retention responsibilities of staff, volunteers, members of the Board of Directors, and outsiders for maintaining and documenting the storage and destruction of the Council’s documents…

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