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Sample Social Media Policy

https://cof.org/content/sample-social-media-policy
Editable internal polices for staff, board members, and committee members about the use of social media. 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 Donor-Advised Fund Agreement

https://cof.org/content/sample-donor-advised-fund-agreement
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 Donor-Advised Fund Policies

https://cof.org/content/sample-donor-advised-fund-policies
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 Policy on Records Retention and Destruction

https://cof.org/content/sample-policy-records-retention-and-destruction
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 Fund Activity Policy

https://cof.org/content/sample-fund-activity-policy
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.