Forms & publications
You can download any of our publications listed below. Or, contact us to request a printed copy.
We offer resources for giving:
- Grant recommendation form (PDF)
- Gift instruction letter (PDF)
- Charitable bequest sample language (PDF)
- Investment policy (PDF)
- Investment pool worksheet (PDF)
- Funds and fees (PDF)
- 2010 Investment Report for Donors (PDF)
- 2010 Donor Survey (PDF)
- Donor's guide for site visits (PDF)
- New Form 990 checklist (PDF)
- Old Form 990 checklist (PDF)
- Due diligence process for donor-recommended grants (PDF)
- Grant reporting process for donor-recommended grants (PDF)
- Napa County nonprofit organizations (PDF)
Fund agreements:
- Designated fund agreement (PDF)
- Donor advised foundation agreement (PDF)
- Donor advised fund agreement (PDF)
- Field of interest fund agreement (PDF)
- Nonprofit endowment fund agreement (PDF)
- Scholarship fund agreement (PDF)
We provide resources for advisors:
- Comparing approaches to giving (PDF)
- Different clients, different needs (PDF)
- Gift instruction letter (PDF)
- Charitable bequest sample language (PDF)
- Investment policy (PDF)
- Funds and fees (PDF)
- 2010 Investment Report for Donors (PDF)
- 2010 Donor Survey (PDF)
We have helpful resources for nonprofits:
- Grant reporting guidelines (PDF)
- Grant publicity guidelines (PDF)
- Planning for a site visit (PDF)
- Tips for effective nonprofit boards (PDF)
2009 Community Link newsletters:
- February 2009
- March 2009
- April 2009
- May 2009
- June 2009
- July 2009
- August 2009
- September 2009
- October 2009
- November 2009
- December 2009 "Supporting Napa County's Safety Net"
- December 2009 "Impact of Our Safety Net Grants"
- December 2009 "How You Can Help"
2008 Community Link newsletters:
- February 2008
- March 2008
- April 2008
- May 2008
- June 2008
- August 2008
- September 2008
- October 2008
- December 2008 "Impact of Recession on Safety Net Nonprofits"
- December 2008 "Safety Net Grant Distributions"
- December 2008 "How You Can Help"
Community Foundation documents:
- Articles of Incorporation (PDF)
- California Tax Exemption Letter (PDF)
- IRS Determination Letter (PDF)
