The Information and Referral Network is a service offered by the League of California Community Foundations. The purpose of the Network is to provide and facilitate the exchange of information and resources among League members.
Summaries of prior Information and Referral Network queries and the resources collected are organized by topic area in Resources.
To utilize the Network, simply e-mail your request to Sheila Miller at sheila@lccf.dev with the following information:
- Your Name
- Foundation Name
- Description of the information you are requesting
- Time frame that you would like to receive response
Please make sure you write “I & R Request” in the subject line. Staff will review your request and, if needed, contact you for clarification. With this in mind, please be sure your contact information is clear and accurate.
If the materials you requested are available in the League’s Resources, they will be forwarded to you via e-mail, fax or regular mail, depending on the nature of the materials requested. If we do not have the materials you have requested on hand, League staff will survey the League members or refer you to other sources with knowledge and expertise in the area of your request.
The League receives many requests for information resources and referrals, and staff handles them as promptly as possible. However, if you desire your information within a specific time frame, please make sure to note that date in your request.
Questions about the Information and Referral Network can be directed to the League Office 209.984.3955
I&R Request Results
2016 Members Profile
2015 Member PROFILE
2014 Member PROFILE
MEMBERS QUERIES & SAMPLE DOCUMENTS
BOARD PROFILE MATRIX SAMPLES – November, 2016
Board Profile Matrix – Sacramento Region Community Foundation
Board Profile Matrix – Long Beach Community Foundation
Board Profile Matrix – Orange County Community Foundation
Board of Directors Matrix – San Francisco Foundation
Board Profile Workbook – Shasta Regional Community Foundation
BOARD EDUCATION
Board Education – April 2016 (Survey Results PDF)
10 Ways Nonprofits Boards Can Keep Regulators at Bay – November, 2016 (PDF)
BOARD SAMPLE JOB DESCRIPTIONS
Orange County Community Foundation- Roles and Responsibilities of Board Members (PDF)
The Santa Barbara Foundation – Board of Trustees Job Description (PDF)
East Bay Community Foundation – Roles and Responsibilities of Board Members (PDF)
CEO SAMPLE CONTRACTS (PDF)
CEO SUCCESSION PLANS
The Community Foundation of Mendocino County, Plan for Permanent Succession of Executive Director (PDF)
The Community Foundation of Mendocino County, Plan for Temporary Succession of Executive Director (PDF)
Community Foundation for Monterey County, President/CEO Succession Plan (PDF)
Orange County Community Foundation, Succession Plan – 2010 (PDF)
COMPENSATION & BENEFITS
Vacation and Paid Time Off – August, 2016 (click here to see survey results)
Employee Benefits of employees 65 years + – July, 2016 (click here to see survey results)
Injury and Illness Prevention Plan – February, 2016 (Survey Results PDF)
DATABASE AND SERVER QUESTIONS
Database Server Questions – April 2017 (Survey Results PDF)
DRESS CODE – August 2017 (Survey Results PDF)
EXECUTIVE SEARCH FIRM RECOMMENDATIONS -March, 2016 (Survey Results PDF)
EMPLOYEE HANDBOOK SAMPLES – November, 2016
Employee Handbook – Sacramento Region Community Foundation
Employee Handbook – Long Beach Community Foundation
Employee Handbook – Humboldt Area Foundation
Employee Handbook – Orange County Community Foundation
Available upon request (Click here to request a copy)
Employee Handbook – Shasta Regional Community Foundation
DISASTER PLANNING – 2015
CaliforniaVolunteers MOU (PDF)
CaliforniaVolunteers Strategy Paper (PDF)
Disaster Monetary Donations Request to List Form (PDF)
Grant applications and post-grant reporting (Samples/Forms PDF)
Earthquake Insurance (PDF)
Member Restrictions on making a donor advised grant to a Fidelity (or other well-known brand) Charitable Gift Fund (PDF)
SAMPLE DISASTER PLANS
Community Foundation for Monterey County, Disaster & Emergency Preparedness Response & Recovery Plan (PDF)
San Francisco Foundation Disaster Plan (PDF)
San Francisco Foundation Disaster Grant Making Plan (PDF)
Community Foundation for Monterey County, Disaster & Emergency Preparedness Response & Recovery Plan (PDF)
San Francisco Foundation Disaster Plan (PDF)
San Francisco Foundation Disaster Grant Making Plan (PDF)
The Community Foundation San Luis Obispo County Disaster Plan (PDF)
Ventura County Community Foundation Disaster Plan (PDF)
Silicon Valley Community Foundation Emergency Operations Plan (PDF)
The San Diego Foundation Disaster Engagement Levels Overview (PDF)
The San Diego Foundation Disaster Response Scenarios & SDRDF Responses (PDF)
The San Diego Foundation Disaster Flow Chart, Policies & Procedures (PDF)
DONOR ADVISED FUNDS
Percentage of Active Passive Endowment – May 2017 (Survey Results)
Admin Fees for short term Non-Endowed DAFs – January, 2017 (Survey Results PDF)
Guidelines for the Administration of Donor Advised Funds – Shasta Region Community Foundation
Donor Advised Funds and Guidelines – OCCF, November 2016 (PDF)
Endowed Donor Advised Funds – August, 2016 (Survey Results PDF)
Donor Advised Funds: Reports and formatting – June, 2016 (Survey Results PDF)
DAF Award letter with report guidelines – SVCF (PDF)
Grantmaking report requirements – SRCF (PDF)
FISCAL SPONSORSHIP AGREEMENT – March 2016 (Survey Results PDF)
Fiscal Agreement, El Dorado Community Foundation (PDF)
Application for Fiscal Sponsorship, Stanislaus Community Foundation (PDF)
Terms and Conditions for Fiscal Sponsorship, Stanislaus Community Foundation (PDF)
Sample Fiscal Sponsorship Agreement, Community Foundations National Standards Board (PDF)
FUND PAYOUT RATES, MANAGEMENT & INQUERIES
Credit Card Fee Allocation – March 2017 (Survey Results PDF)
Granting to Religious Institutions – December, 2016 (Survey Results PDF)
Endowed Fund Payout Rates – November, 2016 (Survey Results PDF)
Purpose of Endowment Oversight Committee – OCCF (PDF)
Fund Inactivity Policy – SVCF, November, 2016 (PDF)
Investment Management – January, 2016 (Survey Results PDF)
Women’s Fund Inquiry – May 2015 (Survey Results PDF)
External Fund Management Fees – July 2015 (Survey Results PDF)
Spend Rate and Admin Fees – August 2015 (Survey Results PDF)
First Five Funds – 2014 (Survey Results PDF)
Scholarship Reporting Summary – April, 2010 (Survey Results PDF)
ADMINISTRATIVE FUND FEE’S AND MINIMUMS – (Survey Results PDF)
Fund Fee follow Up Query – How many times fund schedules change. (Survey Results)
GRANT SCORING SYSTEM – February 2016 Download Survey Overview (PDF)
Grant Selection Criteria, California Community Foundation (PDF)
Grant Scoring Criteria, Central Valley Community Foundation (PDF)
Proposal Evaluation Sheet, The Community Foundation San Luis Obispo County (PDF)
Standard Board Evaluation Form, Community Foundation Santa Cruz County (PDF)
2015 Rating Rubric, Silicon Valley Community Foundation (PDF)
Sample Template Rating Form, Silicon Valley Community Foundation (PDF)
YEF Scoring Guidelines, Silicon Valley Community Foundation (PowerPoint Presentation)
Net App India NGO Scoring Criteria, Silicon Valley Community Foundation (Excel Workbook)
NEW JOB DESCRIPTIONS
Administrative
Administrative Assistant_El Dorado
CFOSJ Exec Assistant.2014_San Joaquin
CFOSJ Staff Assistant.2016_San Joaquin
Office Manager_San Luis Obispo
The Administrative Coordinator_Mendocino
Stanislaus_Administative_Asst_Leadership_Marketing
Stanislaus_Administative_Asst_Program_Scholarships
CEO
CEO Position Description_Mendocino
Finance and Accounting
Director of Finance Donor Services_El Dorado
Director Finance and HR_Monterey
CFOSJ Controller.2016_San Joaquin
Director of Finance & Administration_San Luis Obispo
Finance Associate_San Luis Obispo
Financial Officer_Tahoe Truckee
Stanislaus_Finance Director Controller
Grants, Programs, Scholarships
Program Officer job description_Mendocino
Grants and Office Administrator_Monterey
Program and Scholarships Officer_Monterey
VP Grants and Programs_Monterey
CFOSJ Grants and Program Director_San Joaquin
Donor Services & Grants Associate_San Luis Obispo
FOI Program Associate_San Luis Obispo
Grants Manager_San Luis Obispo
Scholarship Program Associate_San Luis Obispo
program associate 5.2015_Shasta
Grants_&_Programs_Assist_ Solano
Development and Donor Services
Community Relations Coordinator_El Dorado
Director of Resource Development_Monterey
Philanthropic Services Assoc_Monterey
Philanthropic Services Officer_Monterey
Sr. Philanthropic Services Officer_Monterey
VP Philanthropic Services_Monterey
Stanislaus_DirectorDevelopment_DonorSvcs
Communications
Communications Associate_Monterey
Director of Communications_Monterey
Development and Communications Officer 2015_Shasta
LEGAL SERVICES
Legal Service Hotline (PDF)
Legal Services Options – Member Survey (PDF)
ONLINE DONOR PLATFORMS / CRMS
Online Platform and Software – June 2017 (Survey Results PDF)
Online Donor Platform – August, 2016 (Survey Results PDF)
Constituent Relationship Management System – April 2016 (Survey Results PDF)
SAMPLE STRATEGIC PLANS
Fresno Regional Foundation, Strategic Plan (PDF)
Community Foundation of San Joaquin, Strategic Plan (PDF)
Orange County Community Foundation, Strategic Plan (PDF)
STRATEGIC AND EMERGENT PHILANTHROPY
Strategic and Emergent Philanthropy (Survey Results PDF)