Policies and Forms
Policies:
Administrative:
Appointment and Review of Investment Counsel Policy
Privacy Policy
Asset Development:
Approval of Fund Agreements Policy
Donor-Initiated Fundraising Policy
Gift Acceptance Policy
Managed Funds Policy
Financial Management:
Distribution of Fund Earnings Policy
External Invesment Managers Policy
Investment Policy
Service Fees Policy
Granting Policy
Governance:
Code of Ethics Policy
Conflict of Interest Policy
Whistleblower Protection Policy
Forms:
2010 Disbursement Form
Share Transfer Form
Grant Application Form
Grant Evaluation Form
For more information on our grants program and how to apply for a grant, visit our Grant Information section.