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Advice from the Field: Responding to Mass Casualty Events
Fundamentals
It is an unfortunate reality of our times that foundations must respond all too often to mass casualty events in their communities. There are immediate questions that need to be addressed and an ongoing crisis to manage if your foundation is going to raise and deploy philanthropic capital in…
Giving USA 2019
External Resource
Amid a complex climate for charitable giving, American individuals, bequests, foundations, and corporations gave an estimated $427.71 billion to U.S. charities in 2018, according to Giving USA 2019: The Annual Report on Philanthropy for the Year 2018.
Highlights from the Report …
CECP's Giving in Numbers
External Resource
CECP’s Giving in Numbers is the unrivaled leader in benchmarking on corporate social investments. It is the premier industry survey and research, providing standard-setting criteria in a go-to guide that has defined the field and advanced the movement. CECP has the largest and most historical data…
2017 Cone Communications CSR Study
External Resource
The 2017 Cone Communications CSR Study reveals one major takeaway for companies: consumers are no longer just asking, "What do you stand for?" but also, "What do you stand up for?" In today's tumultuous society, Americans expect companies to not only improve their business practices and invest in…
Sample Documents for Scholarship Funds
Sample Document
Community foundations that award scholarships and other grants to individuals from funds with donor involvement should be sure these funds comply with the requirements of the Pension Protection Act of 2006.
The PPA prohibits grants to individuals from funds that meet the fairly broad definition of…
Our Divided Nation: Is There a Role for Philanthropy in Renewing Democracy?
Publication
American democracy faces challenges that raise difficult questions for philanthropy. Have funders done everything possible to shore up democratic values and aspirations, or pursued their own ideas of the public good and turned a blind eye to these challenges? To what extent can philanthropy’s…
Sample Board Resolution for Scholarship Funds
Sample Document
Editable Board resolution for approving scholarship policies and procedures.
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…
Community Foundation Scholarship Programs: From A to Z
Recording
In this month’s “Lunch with Legal Counsel” webinar, Ben McDearmon, Law Clerk and Legal Administrator with the Council, continues our March scholarship series after our discussion earlier in the month on Post-Graduation Scholarships. Ben guides attendees on an exploration of topics…
Webinar Recording: Post-Graduation Scholarships: What Are They and How Can You Use Them?
Recording
Interested in alleviating the student loan debt crisis and attracting needed talent to your community? This webinar is for you! Last year, the Workforce Development Through Post-Graduation Scholarships Act was introduced in Congress. This bill would allow charitable foundations to…
Webinar Recording: Fostering the Grassroots Leadership Capacity of Community
Recording
View the Slides
Community Foundations around the country recognize that they must deploy capital beyond financial assets to improve their regions. At the same time, our community leadership has grown frustrated by the pace of change. Most of these leaders have come to understand that…
Sample Fund Activity Policy
Sample Document
This sample fund activity policy provides language that you can either use in a stand-alone policy or incorporate into an existing donor-advised fund agreement or policy.
Sample Gift Acceptance Policy
Sample Document
Sample policies for gift acceptance, including ethical standards, who has authority to accept gifts on behalf of the foundation, types of gift assets, and more.
This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on…
Sample Gift Acknowledgement Letter for IRA Transfer
Sample Document
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 Policy on Records Retention and Destruction
Sample Document
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 Due Diligence Policy for Grantmaking
Sample Document
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…
Sample Affiliate Fund Agreement
Sample Document
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…
