27: Documentation of Procedures Ensuring that Funds Are Used to Meet Donors’ Intent
Confirming
Reconfirming
The community foundation submits the process used for determining and documenting donor intent and the process for considering and approving grants consistent with donor intent.
Key Elements
- Process for considering and approving grants consistent with donor’s intent
- Process for determining and documenting donor’s intent (crosscheck with sample fund agreements; donor’s intent may be documented in the agreement)
Material Changes
For the purposes of reconfirmation, a material change is any change that affects any of the key elements. If you have had material changes, you will need to resubmit any documentation related to material changes. Review all key elements for this requirement by clicking the "confirming" toggle in the upper left corner of this page.
Core Materials
Required Documents
- Sample fund agreements
- List of funds
- Grant processing policies
No documents required for reconfirmation.
