Administrative

• Allocation of Undesignated Donations Policy
• Appointment and Review of Investment Manager and Advisor Policy
• Approval of CEO Expenses Policy
• Privacy Policy

Asset Development

• Approval of Fund Agreements Policy
• Donor Initiated Fundraising Policy
• Gift Acceptance Policy
• Managed Funds Policy

Financial Management

• Banking Resolution Policy
• Distribution of Fund Earnings Policy
• External Investment Managers Policy
• Granting from Endowment Funds Policy
• Impact Investing Policy
• Investment Policy
• Risk Management Policy
• Service Fees Policy

Governance

• CEO Performance Review and Compensation Policy
• CEO Succession Plan and Process Policy
• Code of Ethics Policy
• Conflict of Interest Policy
• Executive Authorities and Limitations Policy
• Governance Manual Policy
• Recommendations made by Committees Policy
• Whistleblower Protection Policy

Grants & Community Leadership

• Assessment of New Initiatives – A Checklist
• Grant Approvals – Delegation of Authority

Forms

• Disbursement Form
• Gift of Shares Form
• Grant Application Form
• Grant Evaluation Form

For information on our grants program and how to apply for a grant, visit our Grant Information section.