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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 attorney-…
Sample Fiscal Sponsorship Agreement
Sample Document
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 sample…
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 document…
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 for…
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 not…
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 provided is…
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 the…
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…
About Council Resources
As a benefit of membership, the Council on Foundations attorneys and legal staff provide information and education to Council members regarding a variety of topics related to foundation operations and legal compliance. 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 purposes of avoiding any penalties that may be imposed under the Internal Revenue Code. Council members may e-mail legal@cof.org with inquiries and for more information.
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