Forms & information sheets

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Forms & Information Sheets

Donor Forms
These are forms used by anyone opening a fund at the Community Foundation or recommending a grant from their existing fund.

Fund Agreement forms
Gift Instruction letter

Investment Pool worksheet

Bequest Language sample

Grant Recommendation form

Info Sheets
These documents cover a variety of topics for donors, advisors and grantseekers.

Investment Policy

Investment Results

Comparison of Foundation Types

Different Clients Different Needs (for advisors)

National Standards for Community Foundations

Due Diligence (IRS Form 990) Checklist

Due Diligence Process (donor-recommended grants)
Site Visit Primer (for donors)

Guide to Prepare for a Site Visit (for grantseekers)

Grant Report Guidelines

Grant Reporting Process (donor-recommended grants)
Community Impact Fund Application Process

Community Impact Fund Grant Reporting Process

10 Tips for Effective Nonprofit Boards

List of Napa County Nonprofits