Sample Document
Annual Reports
Download a variety of formats for communicating your foundation’s annual accomplishments. Read More
Resources
Results for:
Sample Document
Sample Document
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Sample Document
Site Visit Reports
Use these forms to record your observations during a site visit. Read More
Sample Document
Records Retention Policies
Download sample policies to outline what to keep and for how long. Read More
Sample Document
Social Media Policy
Read how one foundation articulates its policy on engagement in social media. 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