Policy Central: Grantmaking and Strategy

Grantmaking policies are essential for boards and staffs seeking to develop efficient systems for tracking, evaluating, and managing progress on current and prospective grants. Included here are samples policies and checklists for budgets, site visits, evaluation forms, discretionary grants, and much more.

Allocation of Board and Staff Responsibilities

Budget Reporting Templates

Capital Grants

Declination Letters

Discretionary Grants

Diversity, Equity, and Inclusion Policies and Plans

Diversity of Grantees

Endowment Grants Policy

Expenditure Responsibility

General Operating Support Grants

Grant Agreements

Grant Application Forms

Grant Approval Letter

Grant Evaluation - Interim and Progress Reports

Grant Evaluation - Final Reporting Forms

Grantee Assessment Tool

Guidelines

Letter of Inquiry

Matching Grants

Mission Statements

Postcard or Form Letters

Pre-application Questionnaire and Grantee Eligibility Quiz

Publicity, Communications, and Recognition Policies

Request for Proposals

Sabbaticals

Scholarships

Site Visit Forms and Checklists

Strategic Plans

Theory of Change

Timetable for a Grants Cycle