grant making policies and procedures

If Foundation staff find that the proposed grant fits within the Foundation's grantmaking priorities, staff will invite a grant proposal through the portal. Supporting Organizations.

These agency-specific policies for award recipients do not carry the weight of law, though they may be required of award recipients if they are listed in the Notice of Award.

But what should a charity do when both the tax code and state statutes are silent on the matter? If Fundholders or Authorized Parties prefer a grant to be sent anonymously, please alert us in the grant recommendation and we will refrain from mentioning their name, address and fund name in our correspondence to the grantee organization. This sample grant proposal application checklist can be customized to your foundation's processes, allowing you to check off each step of the grant application process.

endobj To recommend a grant to a charity outside the United States (other than grants to Israel through one of the intermediaries), JCF utilizes the services of NGOsource (a project of the Council on Foundations and TechSoup Global) to conduct the due diligence. Please read our Samples Disclaimer Policy statement. Grantee and prospective grantee organizations are responsible for ensuring that their institutional representatives (“users”) follow these Terms of Use, including designating the principal investigator and other users who may have access to a proposal and any confidential information contained therein, ensuring that users do not share accounts, and maintaining the security and confidentiality of accounts, and are responsible for any violations of these terms.

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If the information is provided at a later date, the Fundholder will be informed so that they may make a new grant recommendation. It is recommended that Fundholders replenish the fund with assets sufficient to cover their grant-making in addition to maintaining a balance above $500. GRANT MAKING AND DUE DILIGENCE POLICY & PROCEDURE Policy The Greater Salina Community Foundation is committed to the principles of good grant making and due diligence that includes, but is not limited to, the following: Grants are only made for charitable purposes. Subscribe to our newsletter! Oftentimes, grantmakers can rely on the rules applicable to private foundations or even their state’s nonprofit corporation law when seeking answers to thorny grantmaking questions. Grant LetterWhen a check is sent, it is accompanied by a letter recognizing the donor advised fund from which the grant was made, and advising the grantee organization of the name and address of the Fundholder or Authorized Party to be thanked for the recommendation. Sign up to stay informed about news and events at the Mellon Contracts, the law states, should be awarded when a Federal agency is acquiring something – an improved computer network, for example. Pursuit of Excellence: Board Self-Assessment Tool, Community Foundations Family Philanthropy Playbook, Please read our Samples Disclaimer Policy statement, Board and Staff Job Descriptions (The Leighty Foundation, 2011), Roles and Responsibilities of Board and Staff (Anonymous, 2012), Grant Report Template (Walton Family Foundation, 2012), Budget Reporting Template (Walton Family Foundation, 2012), Grant Application Budget Format (NCFP, 2003), Capital Grant Guidelines Examples (S. D. Bechtel, Jr. Foundation), Small Capital Grants Guidelines (Pohlad FF, 2014), Guidelines on Capital Grants Eckerd Family Foundation (Eckerd Family Foundation, 2001), Capital Grants Question List (Eckerd Family Foundation, 2001), Capital Grants Discussion Paper (Eckerd Family Foundation, 2002), Sample Grant Declination Letter (Anonymous, 2012), Declination postcard (The Leighty Foundation, 2009), Discretionary Grants Policies (GEO and NCFP, 2018), Discretionary Grants Policy (Castellano FF, 2014), Discretionary Grant Form (Castellano FF, 2014), Discretionary Grants Request and Acknowledgment (CMF, 2015), Discretionary Grants Policy (Council on Foundations, 2001), Discretionary Grants Policy (Kinsman Foundation, 2002), Discretionary Grants Policy (Healthcare Initiatives Foundation, 1999), Discretionary Trustee Grant Application Form (General Service Foundation, 2003), Discretionary Grants Policy (Emily Hall Tremaine Foundation, 2003), DEI Vision and Strategies (Collins Foundation, 2016), Guiding Questions to Advance Racial Diversity in an Organization (ZSR Foundation, 2016), Statement on Diversity, Equity, and Inclusion (McKnight Foundation, 2018), Policy Regarding Grantmaking and the Racial Diversity of Nonprofit Boards (ZSR Foundation, 2009), Commitment to Diversity (Packard Foundation, 2017), Incorporating Diversity, Equity, and Inclusion in your Grantmaking Process A Checklist of Potential Actions (Arabella Advisors, 2016), Endowment Related Grants Policy (Eckerd Family Foundation, 2004), Expenditure Responsibility Policy & Procedure (Oishei Foundation, 2016), Expenditure Responsibility Report Template (Walton FF, 2016), Expenditure Responsibility Grant Requirements (Moore Fdn, 2016), Expenditure Responsibility Agreement and Inquiry Letter (COF, 2016), Expenditure Responsibility Agreement (Sample, 2016), Expenditure Responsibility Primer (Adler and Colvin, 2010), General Operating Support Grants (Dyson, 2019), Principles of Best Practice (Dyson, 2019), Grant Agreement International grants (Anonymous, 2011), Grant Agreeemnt (Steans Family Foundation, 2006), Fiscal Sponsorship Grant Agreement (Adler and Colvin, 2009), Formal Grant Proposal (Walton Family Foundation, 2017), Grant Application (Potts Family Fdn, 2017), Grant Application Cover Sheet (Farrell FF, 2014), What Grantmakers Commonly Require Grantseekers to Include in Applications (NCFP, 2002), Grant Application (Nesholm Family Foundation, 2010), Grant Application form (The Leighty Foundation, 2013), Grant Proposal Application Form (NCFP, 2002), Grant Application Form (Clowes Fund, 2002), Grant Application (Z. Smith Reynolds Foundation, 2002), Grant Application Form (Gaylord and Dorothy Donnelly Foundation, 2003), Grant Application Checklist (Grotto Foundation, 2003), Grant Application (The Meadows Foundation, 2003), Interim Narrative Grant Report (Mott, 2019), Interim Grant Report (Patrick and Aimee Butler Fam Fdn, 2017), Grant Reporting Instructions (non specific) (Nord Family Foundation, 2019), Grant Reporting Guidelines (Goodman FF, 2017), Progress Report Summary Table (Walton Family Foundation, 2012), Progress Report Form (Z. Smith Reynolds Foundation, 2003), Progress Report Form (Wilburforce Foundation, 2003), Final Narrative Grant Report (Mott, 2019), Final Financial Grant Report PDF (Mott, 2019), Final Financial Grant Report EXCEL (Mott, 2019), Invited Grantee Report (Patrick and Aimee Butler Fam Fdn, 2017), Final Grant Report (Patrick and Aimee Butler Fam Fdn, 2017), Grant Completion Report (Davis Family Foundation, 2016), Grant Evaluation Form (Lowell Berry Foundation, 2012), Grant Evaluation Form (Jones Family Foundation, 2012), Grant Evaluation form (The Leighty Foundation, 2013), Grant Evaluation Form (Burt Foundation, 2012), Grantee Assessment Tool (Peak Grantmaking, 2016), Grantmaking Guidelines Collection (NCFP, 2020), Grant Proposal Guidelines and Evaluation Criteria.

Today's current grant policies have been largely shaped by a range of statutes, regulations, Executive Orders and guidance. Fundholders and certain Authorized Parties have the privilege of recommending grants to IRS-qualified sectarian and nonsectarian charitable organizations. Join our family! If a Fundholder recommends a grant with the intention of receiving such a benefit or providing such a benefit to a third party, they may be subject to a penalty excise tax. This Policy is intended to supplement, but not replace, any applicable state and federal laws governing conflicts of interest applicable to nonprofit and charitable corporations.

Remember that Fundholders are not entitled to an additional deduction when a grant is made from their donor advised fund. Fundholders and Authorized Parties with online access can log into our secure website to see when a grant recommendation was received and when the check was printed.

If a Fundholder recommends that a grant be used by the grantee organization for a particular approved purpose, JCF assumes no responsibility for enforcing compliance by the organization with respect to the recommended purpose. Additional certifications may be required, particularly with respect to grants to supporting organizations. If there are insufficient funds in the primary investments to cover grants and other expenses, we will liquidate the fund’s holdings in the investment portfolios, restore the required minimum balance in the primary investments, and notify the Fundholder of the transaction. If you wish the organization to notify an individual not on the fund, this information will be included in the letter to the organization.

JCF makes grants exclusively for charitable purposes and reserves the right to conduct due diligence and to decline grant recommendations. Finally, we invite you to explore the resources and tools available through GMN's Project Streamline initiative, an effort to assist funders in right-sizing application and reporting requirements, reducing the burden on grantseekers, and seeking feedback to improve grantmaking practices. Once a fund has been closed, a minimum contribution of $5,000 is needed to reactivate the fund ($10,000 minimum for Corporate Funds). You may recommend grants from your fund by logging into our website, or by completing a signed Grant Recommendation Form. The Council's legal counsel will also address legal considerations involved with program changes. Under the PPA, we are not permitted to make grants to an organization that is a non-functionally integrated Type III supporting organization. Billions of dollars in Federal grants are awarded each year for programs and projects that benefit the public. Please see examples here. %PDF-1.5 Grantmaking policies are essential for boards and staffs seeking to develop efficient systems for tracking, evaluating, and managing progress on current and prospective grants.

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