Downloads for Donors

The Community Foundation is organized in corporate form; therefore, the governing body is the Board of Directors. The Board of Directors sets policy and oversees operation of the organization. We share these policies and other materials as an act of transparency to our donors and various stakeholders.

CoFo Policies

Donor Bill of Rights: Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To assure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the not-for-profit organizations and causes they are asked to support, we declare that all donors have these rights.

Conflict of Interest Policy: This Policy ensures that all decisions of the Board, Officers, and Employees of the Foundation are to be made solely on the basis of a desire to promote the best interests of the institution and the public good.

Confidentiality Policy: This Policy states that Board Members and employees of the Foundation may not disclose, divulge, or make accessible confidential information belonging to or obtained through their affiliation with the Foundation to any person, including relatives, friends, and business and professional associates, other than to persons who have legitimate need for such information and to whom the Foundation has authorized disclosure.

Donor Privacy Policy: At the Community Foundation, we maintain information on volunteers, donors, and potential donors for the purpose of keeping accurate financial records and providing information about the Community Foundation. We do not share information on donors or potential donors with anyone outside our organization without the permission of the donor.

Gift Acceptance Policy: These policies and guidelines govern acceptance of gifts made to or for the benefit of any of the Community Foundation funds or programs.

Investment and Spending Policy: The purpose of this Investment Policy Statement is to assist the Community Foundation Board of Directors in effectively supervising, monitoring, and evaluating the investment of the Foundation’s endowment assets.

CoFo Financials

Form 990 RequestThe Community Foundation’s most recent 990 and audited financials are available online at, at the Community Foundation office (505 West Third Street, Marion, IN 46952), or by contacting our Chief Financial Officer by calling our office directly at 765-662-0065.

Annual Report: CoFo Financial details can always be found in our most recent annual report.

Request a Check from a Fund

– Two signatures are required. The signatures must match those provided on the Signature Sheet.

– Distributions may NOT be used to fulfill pledges or to secure benefits from the payee, such as membership dues.

– Distributions may NOT be made to individuals for reimbursements.

– Distributions for the purpose of reimbursements to organizations must include complete documentation, including invoices and/or receipts attached to this form.

– Distributions are generally processed on Thursdays. This form must be received in the Community Foundation office by 12:00 pm the day before processing. Occasionally, it is necessary to process distributions on a different day than Thursday. In the event of a time-sensitive distribution, you may call the Foundation office to determine when distributions will be processed on a week-to-week basis, and when the form must be received to be included in the process.

– No greater than twelve distributions shall be permitted, without charge, per fiscal year (July through June). Distributions in excess of twelve shall be subject to a $5 charge per check written.

Donor-Initiated Fundraising Procedures

Groups or individuals raising money for funds administered at the Community Foundation, should use the following documents to determine fundraising procedures.

Other Resources

GuideStar: The world’s largest source of information on nonprofit organizations. It is a 501(c)(3) public charity that collects, organizes, and presents the information you want to know about a nonprofit in an easy-to-understand format while remaining neutral. The Community Foundation of Grant County has earned a Gold Star on GuideStar.

National Standards: Is a U.S. Community Foundations Accreditation Program that certifies U.S. community foundations that meet and exceed federal and state law requirements in practice and by policy. The accreditation process is rigorous, and undertaking it demonstrates a community foundation’s commitment to accountability and excellence to its donors, its community, policymakers, and the public.

Contact Us

Dawn Brown

President & CEO

Sherri Rush

Chief Financial Officer

Shelly Jones

Development Director