ADMINISTRATION

COMMUNICATIONS/
DISCLOSURE

EVALUATION

FINANCE

GOVERNANCE

GRANTMAKING

- Due Diligence

- Expenditure
  Responsibility

- Grant Application

- Grant Reporting

- Grants Management

- Grants to Individuals

- Guidelines &
  Proposal Review

- International
  Grantmaking

- Relationships With
  Grantees

- Site Visits

- Other Grantmaking
  Legal Issues

HUMAN RESOURCES/
PERSONNEL

MISSION &
STRATEGY

PUBLIC POLICY

GENERAL
ACCOUNTABILITY &
COMPLIANCE
RESOURCES

• Basics of Proposal Review
  Association of Small Foundations
  This primer provides guidance on how a board can focus its time on the proposals most relevant to the foundation’s interests.  Available for purchase.

• Grantmaking Basics: A Field Guide for Funders
  Council on Foundations, 2005
  This book covers the basic good practices for grantmaking, including how to review grant proposals, conduct site visits and interviews, and involve the board.  Available for purchase.

• Grantmaking Basics II: A Field Guide for Funders
  Council on Foundations, 2004
  This book aims to help grantmakers benefit from the experience of their peers as they pursue their continuing professional education on good grantmaking practice.  Available for purchase.

• Ten Tips for a Wise Grantmaker
  Council on Foundations
  What nonprofits say about how a foundation can get the most for each dollar it invests through them.

Samples

Discretionary Grants Samples

• Board Member Discretionary Grant Policy & Application: Rasmuson Foundation (Large Foundation)
  Council on Foundations, 2003

• Discretionary Grants Form: Marion I. & Henry J. Knott Foundation
  Council on Foundations

• Discretionary Grants Policy: Marion I. & Henry J. Knott Foundation
  Council on Foundations, 2004

• Matching Grant Policy: Weaver Foundation (Small Foundation)
  Council on Foundations, 2003

• Trustee Advised Grant Policy: The Hamilton-White Foundation
  Council on Foundations, 2004

Grant Review Roles & Responsibilities Samples

• Grant Review Self-Certification Policy: William J. & Dorothy K. O'Neill Foundation
  Council on Foundations

• Grantmaking Committee Proxy Expectation Letter: William J. & Dorothy K. O'Neill Foundation
  Council on Foundations

• Grantmaking Committee Responsibilities: William J. & Dorothy K. O'Neill Foundation
  Council on Foundations

• Grants Committee Charter: Rasmuson Foundation (Large Foundation)
  Council on Foundations, 2005

Grantmaking Guidelines & Review Samples

• Grantmaking Guidelines: Generic Samples
  Council on Foundations, 2003

• Proposal Review Worksheet; Generic Sample
  Council on Foundations, 2002

Questions, Comments or Suggestions? Please Contact Us.