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About the Council

https://cof.org/about
The Council on Foundations is a nonprofit membership association that serves as a guide for philanthropies as they advance the greater good. Building on our 75-year history, the Council supports over 1,000 member organizations in the United States and around the world to build trust in philanthropy…

Resources

https://cof.org/resources
This section features all legal, best practices, sample documents, and resources we believe can help grantmakers and foundations. Some of these items are only available to members.

Community Foundation Locator

https://cof.org/page/community-foundation-locator
Find community foundations in your area.

Sample Grant Close-Out Form

https://cof.org/content/sample-grant-close-out-form
This sample grant close-out form can help you wrap up outstanding grants.

Sample Docket Write-up of Program Goals and Strategies

https://cof.org/content/sample-docket-write-program-goals-and-strategies
This sample docket write-up allows you to customize your program goal and strategies.

Sample Grant Agreement – No Expenditure Responsibility

https://cof.org/content/sample-grant-agreement-no-expenditure-responsibility
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…

Record Retention for Foundations

https://cof.org/content/record-retention-foundations
Foundation recordkeeping is an inherently dull topic—unless it’s done wrong. The foundation manager who has not kept adequate documentation regarding expenditure responsibility grants risks an IRS audit. Similarly, a foundation manager confronted with a trustee succession battle will find the…

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 Grant Closing Letter

https://cof.org/content/sample-grant-closing-letter
You can send this customizable sample closing letter to grantees upon the conclusion of their grant.

Closing Documents Checklist

https://cof.org/content/closing-documents-checklist
As you prepare to close out grants, this customizable checklist can help ensure that you've received the appropriate documents from grantees.

Sample Expenditure Report

https://cof.org/content/sample-expenditure-report
This customizable sample report allows you to track expenditures by grantees.