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


Letter of Inquiry

Matching Grants

Mission Statements

Postcard or Form Letters

Pre-application Questionnaire and Grantee Eligibility Quiz

Publicity and Recognition Policies

Request for Proposals



Site Visit Forms and Checklists

Strategic Plans

Theory of Change

Timetable for a Grants Cycle

This Collection

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!

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