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This memorandum considers whether adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) requires changes to existing guidance regarding the reporting and classification of assets held by community foundations. Current guidance is incorporated in a 1997 memorandum, Report on…
The Pension Protection Act of 2006 (PPA) increased the excise tax rates for violations of many of the private foundation rules. In most cases, the first-tier taxes were doubled. These changes are effective for private foundations upon the foundation’s first tax year beginning after August 17, 2006…
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 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.