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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 sample grant proposal acknowledgment letter will allow you to let prospective grantees know that their application has been received.
This sample grant proposal application checklist can be customized to your foundation's processes, allowing you to check off each step of the grant application process.
This sample declination letter can help you inform grant applicants that their grant proposal was not accepted.
This checklist for developing effective grantee relations was prepared by Jane Kendall, president of the North Carolina Center for Nonprofits and a trustee of the Kathleen Price Bryan Family Fund.
The grantmaking application process is a big lift for foundations and nonprofits, alike. This primer takes a look at streamlining the application process from RFP to grant agreement. Found in the guide is a how-to on creating RFPs, questions to ask during the grant application review, sample…
This document is a tool to help you as a private foundation determine when to use expenditure responsibility for grants to public charities.
A Chapter in Mastering Foundation Law:
The Council on Foundations Compendium of Legal Resources
Expenditure responsibility is the federally mandated procedure that a private foundation—and some public charities—must follow for any grant made to an organization that is not a public charity.…
Private foundations wishing to make a cross-border grant must ensure that:
The grant is clearly for a charitable purpose, and
The grant counts as a qualifying distribution for the purpose of meeting the foundation’s annual distribution requirement.
The easiest way for a private…