A collection of sample documents with examples of fund agreements, which outline the terms and conditions under which a charitable fund is established and managed by the community foundation. These agreements are essential for ensuring clarity, legal compliance and alignment between the donor’s intentions and the foundation’s operations.
A collection of insurance gift acceptance policies, which offer guidelines and procedures for accepting life insurance policies as charitable gifts. These policies help ensure that such gifts are legally compliant, financially viable and aligned with the foundation’s mission.
This resource offers a selection of fundamental administrative materials and sample policy documents commonly used by community foundations. It includes examples of core operational policies such as Gift Acceptance, Grantmaking, Donor Advised Fund and Scholarship Policies. Additionally, it offers templates and references for important administrative documents, including Fund Agreements and Gift Acknowledgments.
This collection provides sample RFPs for potential investment managers.
This is a sample document from The Community Foundation for Crawford County for their board orientation.
This is a sample investment manager request for proposals from the Community Foundation of Northeast Alabama, which seeks proposals to provide investment management services. The foundation uses the Outsourced Chief Investment Officer (OCIO) model.
This is a sample request for proposals from the Community Foundation of Grant County, Indiana, which is seeking proposals from investment consultants to provide consulting services to the foundation’s Finance Committee. Services would include investment policy amendments and revisions, strategic and tactical investment advice, manager searches and selections, quarterly performance measurement and analysis, monitoring for compliance with investment policy, comparison to peers and educational workshops.
This is a sample scoring matrix for an investment advisor request for proposals.
This is a sample request for proposals for a community foundation investment manager.
Ohio schools may apply for grants up to $125,000 to help improve remote learning practices and outcomes. Project proposals must demonstrate readiness for success and have a focus on equitably supporting learning, not just access.
