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The Treasury Department released its report on donor advised funds (DAFs) and supporting organizations (SOs) in December of 2011. This report, mandated by the Pension Protection Act of 2006, was due in August 2007.
The report is 109 pages, including appendices, and is divided into five chapters…
A Toolkit for Community Foundations
“Impact investing” is the practice of investing for social and environmental impact while generating financial return. For community foundations, impact investing represents a new, complementary tool for achieving community change. Community foundations are…
This sample grant close-out form can help you wrap up outstanding grants.
You can send this customizable sample closing letter to grantees upon the conclusion of their grant.
As you prepare to close out grants, this customizable checklist can help ensure that you've received the appropriate documents from grantees.
This sample docket write-up allows you to customize your program goal and strategies.
This customizable sample report allows you to track expenditures by grantees.
This sample grant file index allows you to see the types of information which your foundation may need to keep on each of your grantees.
This document is an editable grant agreement for grants not requiring expenditure responsibility.
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…