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 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

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 Costs 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

Strategic Planning and Checklists

Strategic Plans

Theory of Change