Endowments : Sample Annual Reports

A sample endowment policy for organizations to use.

Sample of an investment policy.

Sample of policies and procedures for endowment.

A sample of an agency endowment fund agreement for organizations to use.

A companion to 2021 Report on Private Foundations – Grantmaking issued earlier this year. The two eports work together to provide a complete picture of the core giving and funding activities at the heart of private foundations

Sample of Trustee Report on Endowments from American Library Association.

Sample Endowment Report from The Seattle Public Library Foundation.

Example of an Endowment Report from Farmhouse Foundation.

Sample of a Donor Report

Sample of a Endowment Report.