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Sample Donor-Initiated Fundraising Policy
Sample Document
This document is a sample donor-initiated fundraising policy for use around community foundation fundraising events like auctions, golf tournaments, raffles, etc.
This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on…
Sample Nondiscrimination Policy
Sample Document
Sample nondiscrimination policy for hiring, internal promotions, training, opportunities for advancement, and terminations.
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…
Sample Scholarship Fund Agreement
Sample Document
This document is an editable agreement between donors and the foundation to establish a scholarship 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 Gift Acknowledgement
Sample Document
This document is an editable gift acknowledgement 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…
Sample Bylaws & Articles of Incorporation
Sample Document
These sample bylaws and articles of incorporation are not a model to copy; rather, they are provided purely to illustrate what such a document might look like. Each state will have its own form or particular requirements to follow, which may differ from state to state.
For other examples and…
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…
CDFI Fund Map of All Census Tracts Eligible for Designation as a Qualified Opportunity Zone
External Resource
The CDFI Fund has identified over 41,000 population census tracts that are eligible for designation as a QOZ, including (1) 31,680 population census tracts that are Low-Income Communities (LICs) eligible for designation as QOZs; and (2) 9,453 non-LIC population census tracts that are eligible for…
US Impact Investing Alliance Resources on Opportunity Zones
External Resource
Now that Opportunity Zones have been designated, individual and corporate investors are then given the opportunity to defer capital gains taxes when they reinvest the earnings in these communities. Additional incentives accrue over five, seven and ten years if the investment is maintained – thereby…
How Community Foundations Can Use the Opportunity Zone Tax Incentive for Community Development?
External Resource
This white paper from the Community Foundation Public Awareness Initiative discusses a timely and significant opportunity for community foundations (CFs): How they can use the recently enacted federal Opportunity Zone tax incentive to benefit communities in need by leveraging their knowledge of…
Community Foundations, Meet Opportunity Zones
External Resource
Guest writer Adam Northup, LOCUS Advisor, shares what every Community Foundation should know about Opportunity Zones. Created by the new tax law, this new tool has the potential to revitalize left behind communities.