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.

Visit the policy central homepage for details on our disclaimer and on submitting your own policy.

We also recommend checking out the following resources by the Trust-Based Philanthropy Project:

Sample Policies

Trust-Based Philanthropy Policies

501(c)(4) Agreements and Guidelines

Budget Reporting Templates

Capital Grants

Communications and Publicity Policies

Community Member Compensation Policy

Declination Letters

Disaster Grantmaking

Discretionary Grants Policies and Procedures

Due Diligence Tools and Checklists

Eligibility Quiz for Prospective Grantees

Expenditure Responsibility

Fiscal Sponsorship

General Operating Support and Capacity Building

Grant Agreements

Grant Application Forms

Grant Cycle Timeline

Grant Evaluation and Progress Reports

Grant Guidelines & Rubrics

Indirect Cost/Expense Policies

Matching Grants

Request for Proposals (RFP)

Sabbatical Programs for Nonprofits

Site Visit Forms and Checklists

Social Media

Strategic Plans

Theory of Change