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FEATURED EVENT
Practice and Purpose of Policy
A Training for Community Foundation Leaders
July 30 and August 6, 2024 | 1:00 p.m. - 5:00 p.m. ET
Virtual
Private Foundations
Private foundations make grants based on charitable endowments. The endowment funds come from one or a small handful of sources -- an individual, a family or a corporation. Because of their endowments, they are focused primarily on grantmaking and generally do not raise funds or seek public financial support the way public charities (like community foundations) must.
“Private foundation” is the umbrella term that includes corporate, independent, family, and operating foundations. As of 2011, there were 73,764 private foundations in the United States (Foundation Center, 2011).
In 2011, private foundations held more than $604 billion in assets and gave away more than $45 billion (Foundation Center, 2011).
Below is everything on our site for private foundations. Due to the large number of resources on our website, we highly recommend you use the site navigation or the search feature to find what you are looking for.
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.
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 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…
Stories of Succession: Involvement is Mandatory
Stephanie Danforth Chafee’s ancestors trace their roots in Rhode Island back to the Mayflower. Her philanthropic heritage in the area is almost as deep and conservative.
Her mother was a leading supporter of the Parent Teachers Association, the Zoological Society and the Roger Williams Zoo. Her…
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…
Stewardship Principles for Independent Foundations
Legal Compliance Guidance
The Stewardship Principles for Independent Foundations are a set of governance best practices that embody how independent foundations can reflect fundamental values such as honesty, integrity, fairness, and trust in their board governance, management, and grantmaking.
Hiring An Archival Consultant
Legal Compliance Guidance
The services of a consultant may prove beneficial to an organization considering the creation of a records management or archival program.
From a consultation, those who oversee the records and archives project should derive a general sense of the existing historical record of the organization —…
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.
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.
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