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Sample Document/Template

A sample conflict of interest form for independent private foundations.

An Accounting Procedures Manual template created by Deborah Cooper and Meredeth Clark of the California and Steve Zimmerman, C.P.A.

Audience: All Funders
Topic: Finance

This report from Bridgespan presents practical approaches to convert the vision of a strategic plan into tangible actions with links to templates that illustrate the types of tools used to lead implementation.

Audience: All Funders
Sample disaster preparedness and recovery plans for foundations.
Audience: All Funders

Foundations are committing more resources than ever before to communicating about their work and missions -- yet grantees continue to give funders low marks when it comes to fostering a clear understanding of what the foundation is trying to accomplish and where they fit in.

Audience: All Funders
This resource has been designed and assembled by the Macro International evaluation team with the support of the William and Flora Hewlett Foundation as a starter kit to promote the integration of effective evaluation into grantmaker education programs.
Audience: All Funders
Topic: Grantmaking

The Economic Scenario Planning (ESP) Model, or "Stress Test," allows community foundations to create five-year forecasts to answer questions such as: What will be the impact of different investment performance scenarios on asset levels?

Audience: Executive Staff
Topic: Finance

Sample job descriptions for positions at Family Foundations.

Audience: Family Foundation
A sample document detailing the core values of the Betty and Davis Fitzgerald Foundation including restrictions on participation on nonprofit/grantee boards.

Sample job descriptions for positions at a Corporate Foundation or Corporate Giving Program.

Audience: Corporate Giving