Policy Central: Grantmaking and Impact 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 sample policies and checklists for budgets, site visits, evaluation forms, discretionary grants, and much more.

Start Here: Trust-Based Philanthropy Policies

Allocation of Board and Staff Responsibilities

Budget Reporting Templates

Capital Grants

Communications (see "Publicity, Communications, and Recognition Policies" and "Social Media")

    Community Member Compensation Policy

    Declination Letters

    Disaster Grantmaking

    Discretionary Grants Policies and Procedures

    Diversity, Equity, and Inclusion Policies and Plans

    Diversity of Grantees

    Due Diligence Tools and Checklists

    Eligiblity Quiz for Prospective Grantees

    Endowment Grants Policy

    Expenditure Responsibility

    Fiscal Sponsorship

    General Operating Support anc Capacity Building

    Grant Agreements

    Grant Agreement for a 501(c)(4) Organization

    Grant Application Forms

    Grant Approval Letter

    Grant Cycle Timeline

    Grantee Gratuities Policy

    Grant Evaluation - Trust-Based Reporting Practices

    Grant Evaluation - Interim and Progress Reports

    Grant Evaluation - Final Reporting Forms

    Guidelines and Agreement with Prohibition Against Hate

    Guidelines with a Focus on Family Involvement

    Guidelines with a Geographic Focus

    Guidelines & Eligibility

    Indirect Cost/Expense Policy

    Letter of Inquiry

    Matching Grants

    Mission Statements

    Pre-application Questionnaire and Grantee Eligibility Quiz

    Publicity, Communications, and Recognition Policies

    Request for Proposals



    Site Visit Forms and Checklists

    Social Media

    Strategic Planning and Checklists

    Strategic Plans

    Theory of Change