Splendid Legacy Online

A Companion Collection to "Splendid Legacy 2: Creating and Re-creating Your Family Foundation"

Grantmaking and Communications: Sample Policies and Practices

Here you will find a collection of sample policies and practices related to grantmaking and communications in a family foundation. For a wide variety of additional sample statements, policies and other resources, visit Policy Central: Grantmaking and Strategy. Looking for a sample policy or practice that is not here? Contact NCFP at ncfp@ncfp.org.

Allocation of Staff and Board Responsibilities

Allocation of staff and board responsibilities for an anonymous family foundation.

Grant Application Cover Sheet

Grant Application Cover Sheet from the Farrell Family Foundation.

Grant Application Form

Grant Application form from The Leighty Foundation.

Discretionary Grants Policy

Discretionary Grants Policy of the Castellano Family Foundation.

Discretionary Grant Form

Discretionary Grant Form from the Castellano Family Foundation.

Grant Agreement

Grant agreement from the Dyson Foundation.

Publicity and Recognition Policy

Publicity and Recognition Policy of the Raibrook Foundation.

Site Visit Worksheet

Sample site visit worksheet developed by the David and Lucile Packard Foundation.

Progress Report Form

Progress Report Form from the Z. Smith Reynolds Foundation.

Timetable for Grant Cycle

Sample timetable for grant cycle from The Reser Family Foundation.

Grant Reporting Upload Tool

Many family foundations now encourage grantees to submit grant reports via an electronic upload form. Here is one example from the Topfer Family Foundation.

Sample Grant Declination Letters

Sample grant declination letters for family foundations.