Community Foundation
Non-Endowed DAFs Listserv Discussion
A collection of listserv responses on best practices with non-endowed DAFs (donor advised funds), including fees and the minimum to start the fund.
Grant Agreement Language Examples Listserv Discussion
A collection of responses from a listserv discussion on grant agreements, which outline the terms and conditions under which a grant is awarded to a nonprofit organization or other eligible entity.
Community Foundation Insurance Gift Acceptance Policy
A collection of insurance gift acceptance policies, which offer guidelines and procedures for accepting life insurance policies as charitable gifts. These policies help ensure that such gifts are legally compliant, financially viable and aligned with the foundation’s mission.
Providing Clarity in a Changing Legal and Policy Landscape
In response to recent federal actions that pose a threat to the philanthropic sector, we have created this resource page to keep you informed. Our goal is to provide clarity, eliminate misinformation and offer guidance on how to protect the vital role each of us plays in fostering a just and vibrant Ohio through impactful philanthropy.
Navigating Federal Scrutiny of Philanthropic Organizations: Risk Assessment Checklist
This guidance document from the United Philanthropy Forum provides a framework to help your organization assess and mitigate potential risks amid increased federal scrutiny of philanthropic organizations. It outlines what remains legal and protected, compliance protocols, communications strategies, legal preparedness and more.
Community Foundation Sample Policies
This resource offers a selection of fundamental administrative materials and sample policy documents commonly used by community foundations. It includes examples of core operational policies such as Gift Acceptance, Grantmaking, Donor Advised Fund and Scholarship Policies. Additionally, it offers templates and references for important administrative documents, including Fund Agreements and Gift Acknowledgments.
Sample RFPs for Investment Managers
This collection provides sample RFPs for potential investment managers.
Event Planning Insights Listserv Query
A collection of listserv responses on best practices for increasing event attendance to donor-related events.