All Resources

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 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…

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 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 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…

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…

Editable fiscal sponsorship agreement to establish restricted funds for the benefit of charitable projects run by non-charities.  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…

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 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…

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…

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…

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…

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…

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…

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…