Sample Document
Site Visit Reports
Use these forms to record your observations during a site visit. Read More
Resources
Topic: “Grantmaking”
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
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
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
Small-Staffed Funders Can and Do Influence Policy and Engage Voters: New Toolkits
To help more foundations get involved with policymaking, candidate education, and voter engagement, Nonprofit VOTE worked with the Council on Foundations and Independent Sector to create resources that would illustrate best practices and put to rest concerns. The result is The Voter Engagement Toolkit for Private Foundations and The Voter Engagement Toolkit for Community Foundations.... Read More