Sample Document
Proposal Assessment Forms
Use these sample forms to evaluate the fit and merit of grant proposals. Read More
Resources
Topic: “Grantmaking”
Sample Document
Sample Document
Site Visit Reports
Use these forms to record your observations during a site visit. Read More
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
Statement of Donor Intent
Download a sample format for capturing your donor’s intent in writing. 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
Book It and Ship It
Earlier this year, Jim Morgan of Morgan Family Foundation published Applied Wisdom for Nonprofits: Eight Practical Tools for Leadership to share leadership tools and techniques with nonprofit emerging leaders, executive directors, and board members. Developed through his varied experiences—farming, military, venture capital, the Fortune 500 company Applied Materials, the Nature Conservancy, and his family foundation—Jim’s... Read More