Legal Disclaimer

All information on this website, and all publications, articles, e-mail correspondence, and telephone consultations provided by Council attorneys and legal staff are intended for informational purposes only and not as part of an attorney-client relationship. Council attorneys are not licensed in every state and cannot provide legal representation. The information is not a substitute for expert legal, tax, or other professional advice tailored to your specific circumstances and may not be relied upon for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Council members may email legal@cof.org with inquiries and for more information.

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Sample Policies on Values-Aligned Philanthropy

Sample Document
Community Foundations Borrego Valley Endowment Fund Sample Policy with “Do No Harm” Approach Brooklyn Community Foundation DAF Anti-Hate Policy Community Foundation of the Ozarks Sample Full DAF Policy and Procedures East Bay Community Foundation Due Diligence Policy FAQ East Bay Community…

Sample Agreement for Converting Project Grants to General Operating Support

Legal Compliance Guidance, Sample Document
In these unprecedented times, grantors may decide that converting previously awarded project-specific grants to general operating grants is the best way to support grantees and enable them to respond to the needs of their respective communities. While current grant agreements can be revised or…

Sample Documents for Scholarship Funds

Sample Document
Community foundations that award scholarships and other grants to individuals from funds with donor involvement should be sure these funds comply with the requirements of the Pension Protection Act of 2006. The PPA prohibits grants to individuals from funds that meet the fairly broad definition of…

Sample Board Resolution for Scholarship Funds

Sample Document
Editable Board resolution for approving scholarship policies and procedures.  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 attorney-client…

Sample Fund Activity Policy

Sample Document
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. 

Sample Gift Acceptance Policy

Sample Document
Sample policies for gift acceptance, including ethical standards, who has authority to accept gifts on behalf of the foundation, types of gift assets, and more. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on…

Sample Gift Acknowledgement Letter for IRA Transfer

Sample Document
This document is a customizable gift acknowledgement letter for an IRA transfer. 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…

Sample Policy on Records Retention and Destruction

Sample Document
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 Due Diligence Policy for Grantmaking

Sample Document
Sample internal policies and procedures for grantmaking due diligence.  This sample document is being provided for informational 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…

Sample Affiliate Fund Agreement

Sample Document
Editable sample affiliate fund agreement to establish a permanently endowed charitable fund.  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 Fiscal Sponsorship Agreement

Sample Document
Editable fiscal sponsorship agreement to establish restricted funds for the benefit of charitable projects run by non-charities.  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 Donor-Initiated Fundraising Policy

Sample Document
This document is a sample donor-initiated fundraising policy for use around community foundation fundraising events like auctions, golf tournaments, raffles, etc. This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on…

Sample Nondiscrimination Policy

Sample Document
Sample nondiscrimination policy for hiring, internal promotions, training, opportunities for advancement, and terminations. 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…

Sample Scholarship Fund Agreement

Sample Document
This document is an editable agreement between donors and the foundation to establish a scholarship fund. 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 Gift Acknowledgement

Sample Document
This document is an editable gift acknowledgement letter.  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…

Sample Bylaws & Articles of Incorporation

Sample Document
These sample bylaws and articles of incorporation are not a model to copy; rather, they are provided purely to illustrate what such a document might look like. Each state will have its own form or particular requirements to follow, which may differ from state to state.  For other examples and…

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