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. If your organization has developed sample policies, job descriptions, or practices that you think will be of interest to other families, please submit them here.
Please read our Policy Central Disclaimer Statement.
Getting Started with Family Philanthropy
A variety of sample forms and agreements used by donors and families setting up a family philanthropy, including values and mission statements, bylaws, and donor intent statements.
Board Committees
Example charters and position descriptions for the most commonly used foundation board committees.
Board Roles and Responsibilities
Conflict of interest policies, board position descriptions, election and rotation policies, and much more.
Family Dynamics and Engaging the Next Generation
Board nomination and application forms, orientation handbooks, sample board member training programs, and much more.
Management and Operations
Compensation policies, employee handbooks, performance review assessments, benefits and leave policies, and more.
Grantmaking and Impact Strategy
Examples of grant cycle timelines, grant approval letters, and policies that include trust-based principles.
Investing Strategies and Spending Policies
Investment policies, impact investing strategies, divestment policies, and more.
Sample Job Titles and Descriptions
A wide array of job titles and position descriptions for many of the most common—as well as a number of not-so-common—staff positions in family philanthropy.