Sample Document

A collection of sample documents of board or trustee job/role descriptions.

This is a sample document from The Community Foundation for Crawford County for their board orientation.

This is a sample document from the Springfield Foundation for their board orientation.

This is a sample document from the Community Foundation of Lorain County for youth fund advisory committees.

This is a sample document from the Community Foundation of Lorain County and letter to send candidates for youth fund advisory committees.

This is a sample document from the Community Foundation of Lorain County for youth fund advisory committees.

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.