Search Filter results Search by keyword Results Investment Policies and Procedures (McConnell Foundation, 2020) Sample Policies and Operational Documents August 4, 2025 An investment policies and procedures from the McConnell Foundation. Family Governance and Family Philanthropy: A Primer for Community Foundation Staff and Donor Families Community Foundation Resource May 2, 2017 Family governance is the framework in which a family manages its joint affairs. A family applies guiding principles to general policies and… Record Retention Policy (S.D. Bechtel Jr. Foundation, 2020) Sample Policies and Operational Documents August 4, 2025 A record retention policy from the S.D. Bechtel Jr. Foundation. Due Diligence Checklist (SD Bechtel Jr Foundation, 2016) Sample Policies and Operational Documents May 5, 2016 A simple checklist designed by the team a the SD Bechtel, Jr. Foundation to quickly identify potential challenges with a grant request early in the due diligence process – before a lot of time is spent and expectations are raised. Investment Policy (Sunlight Giving, 2020) Sample Policies and Operational Documents August 4, 2025 An investment policy from Sunlight Giving. Discretionary Grants: Engaging Family... or Pandora’s Box? Guide December 8, 2011 Susan Crites Price If you asked at a gathering of family foundation folks whether using discretionary grants is a good idea, you’d never reach consensus. Many… Investment Policy Statement with Impact Investing (Frey Foundation, 2023) Sample Policies and Operational Documents August 4, 2025 An investment policy statement with impact investing from the Frey Foundation. Principles of Best Practice (Dyson Foundation, 2019) Sample Policies and Operational Documents August 1, 2025 A principles of best practice sample from the Dyson Foundation. Records Retention Policy (Brinson Foundation, 2016) Sample Policies and Operational Documents August 4, 2025 A records retention policy from the Brinson Foundation. Participatory Grantmaking Case Study: Durfee Foundation Case Study/Profile August 25, 2020 This case study from GrantCraft’s “Participatory Grantmaking Mechanics” series shares the participatory grantmaking practices of the Durfee… Pagination Show more
Investment Policies and Procedures (McConnell Foundation, 2020) Sample Policies and Operational Documents August 4, 2025 An investment policies and procedures from the McConnell Foundation.
Family Governance and Family Philanthropy: A Primer for Community Foundation Staff and Donor Families Community Foundation Resource May 2, 2017 Family governance is the framework in which a family manages its joint affairs. A family applies guiding principles to general policies and…
Record Retention Policy (S.D. Bechtel Jr. Foundation, 2020) Sample Policies and Operational Documents August 4, 2025 A record retention policy from the S.D. Bechtel Jr. Foundation.
Due Diligence Checklist (SD Bechtel Jr Foundation, 2016) Sample Policies and Operational Documents May 5, 2016 A simple checklist designed by the team a the SD Bechtel, Jr. Foundation to quickly identify potential challenges with a grant request early in the due diligence process – before a lot of time is spent and expectations are raised.
Investment Policy (Sunlight Giving, 2020) Sample Policies and Operational Documents August 4, 2025 An investment policy from Sunlight Giving.
Discretionary Grants: Engaging Family... or Pandora’s Box? Guide December 8, 2011 Susan Crites Price If you asked at a gathering of family foundation folks whether using discretionary grants is a good idea, you’d never reach consensus. Many…
Investment Policy Statement with Impact Investing (Frey Foundation, 2023) Sample Policies and Operational Documents August 4, 2025 An investment policy statement with impact investing from the Frey Foundation.
Principles of Best Practice (Dyson Foundation, 2019) Sample Policies and Operational Documents August 1, 2025 A principles of best practice sample from the Dyson Foundation.
Records Retention Policy (Brinson Foundation, 2016) Sample Policies and Operational Documents August 4, 2025 A records retention policy from the Brinson Foundation.
Participatory Grantmaking Case Study: Durfee Foundation Case Study/Profile August 25, 2020 This case study from GrantCraft’s “Participatory Grantmaking Mechanics” series shares the participatory grantmaking practices of the Durfee…