Policy Central: Sample Policies and Practices

NCFP’s Policy Central includes sample policies and practices in the areas of governance, grantmaking, family dynamics, engaging the next generation, investments, management, and staffing. New samples are added frequently, and are here when you need them!

• Please submit your own policy or sample to share through the NCFP Knowledge Center.
• If you represent a foundation that has an updated version of a sample included here, please contact NCFP staff to update it.

• For assessment tools and other resources related to diversity, equity, and inclusion in family philanthropy, please see our Content Collection on Racial Equity, Diversity, and Inclusion.

Policy Central Collections

Policy Central: Getting Started With Family Philanthropy

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Sample bylaws, legacy statements, and values and mission statements, along with resources on choice of philanthropic vehicle and governance structures.

Policy Central: Board Committees

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Examples of descriptions and charters for the most commonly used family foundation board committees.

Policy Central: Board Meetings, Roles, and Qualifications

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Examples of conflict of interest policies, board position descriptions, orientation manuals, election and rotation procedures, and other related policies.

Policy Central: Engaging Next Gen and Extended Family

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Examples of board nomination and application forms, orientation handbooks, training programs, matching grants, and other policies for engaging next gen and extended family.

Policy Central: Grantmaking and Impact Strategy

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Sample policies and checklists for budgets, site visits, evaluation forms, discretionary grants, and more.

Policy Central: Investing, Impact Investing, and Spending Policies

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Sample investment, impact investing and spending policies and practices.

Policy Central: Management, Operations, and Staffing

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Sample consultant agreements, employee handbooks, personnel and DEI policies, record retention, recruitment, reimbursement, personnel evaluation, and more.

Policy Central: Sample Position Announcements and Job Descriptions

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Sample position descriptions for many of the most common - as well as a number of not-so-common - staff positions in family philanthropy.