Sample Document
Site Visit Reports
Use these forms to record your observations during a site visit. Read More
August 2018 Resources
Sample Document
Sample Document
Letter of Inquiry Response
Use this sample language to acknowledge receipt of an applicant’s letter of inquiry and its fit (or not) with your grantmaking guidelines. Read More
Sample Document
Board Docket
Download a sample board meeting docket. Read More
Sample Document
Statement of Donor Intent
This sample statement offers a practical example of how a foundation founder can document the vision, values, and priorities behind their giving — in their own words. It is designed to give future trustees a meaningful reference point as the foundation evolves across generations, without locking them into rigid rules. The statement covers: The founder’s... Read More
Sample Document
Mission Statements
Download sample foundation mission statements. Read More
Sample Document
Guidelines for Linking Grantmaking and Mission
See four questions that one family foundation finds useful in reflecting its mission in its grantmaking. Read More