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Section 3: Resource 3

Grantmaking and Communications: Sample Policies and Practices

Here you will find a collection of sample policies and practices related to grantmaking and communications in a family foundation. For a wide variety of additional sample statements and other resources, current NCFP Friends are invited to login to Policy Central: Grantmaking and Strategy. Looking for a sample policy or practice that is not here? Contact NCFP at ncfp@ncfp.org.

Read (5 minutes)
Allocation of Staff and Board Responsibilities Allocation of staff and board responsibilities for an anonymous family foundation.
Read (5 minutes)
Grant Application Cover Sheet Grant Application Cover Sheet from the Farrell Family Foundation.
Read (5 minutes)
Grant Application Form Grant Application form from The Leighty Foundation.
Read (5 minutes)
Discretionary Grants Policy (Castellano FF, 2014) Discretionary Grants Policy of the Castellano Family Foundation.
Read (5 minutes)
Discretionary Grant Form Discretionary Grant Form from the Castellano Family Foundation.
Read (5 minutes)
Grant Agreement (Dyson Foundation, 2016) Grant agreement from the Dyson Foundation.
Read (5 minutes)
Publicity and Recognition Policy Publicity and Recognition Policy of the Raibrook Foundation.
Read (5 minutes)
Site Visit Worksheet Sample site visit worksheet developed by the David and Lucile Packard Foundation.
Read (5 minutes)
Progress Report Form Progress Report Form from the Z. Smith Reynolds Foundation.
Read (5 minutes)
Timetable for Grant Cycle Sample timetable for grant cycle for a family foundation
Read (5 minutes)
Grant Reporting Upload Tool Many family foundations now encourage grantees to submit grant reports via an electronic upload form. Here is one example from the Topfer Family Foundation.
Read (5 minutes)
Sample Grant Declination Letters Sample grant declination letters for family foundations.