Grantee Resources

We want to help you, our grantee, succeed. Our approach to grantmaking is interactive—meaning that you will work closely with foundation staff to create and manage a grant with impact—to solve problems and catalyze discoveries. With the guidance of your grant team, these documents and templates will assist you in developing and managing your Moore Foundation grant.

Grant Development

These documents will aid in the development your grant in collaboration with your grant team.

• Grant Development Overview
• Organizational Financial Review
• Indirect Cost Policy
• Data Sharing and Intellectual Property Policy
  • Sample Data Sharing Plan, Coral resilience investigated in the field and via a sea anemone model system
  • Sample Data Sharing Plan, Engineering of sampling system for mineral particles and cells
  • Sample Data Sharing Plan, Roman Stocker Investigator Award
• Data Sharing Philosophy (archive)

Grant Management

After your grant has been approved, please refer to the following documents for guidance.

• Grant Management Overview
• Budget Modification Policy
• No Cost Extension Policy
• Wire Transfer Form- U.S.
• Wire Transfer Form- Non-U.S.

Non-U.S. Organizations and Non-Public Charity Organizations

These documents pertain to organizations not based in the United States as well as non-public charity organizations.

• Expenditure Responsibility Explanation
• Equivalency Determination for New and Existing Grantees
• Equivalency Determination Update for Existing Grantees
• Foreign Public Charity Equivalency Affidavit Update
• Public Support Schedule

Resources

The following links offer resources on financial leadership, non-profit finance and funding models, organizational effectiveness, planning, ecosystem services, giving that gets results and the Betty Irene Moore Speaker Series.

• An Executive Director's Guide to Financial Leadership, The Nonprofit Quarterly
• Non-Profit Finance Essentials, Nonprofit Finance Fund
• Ten Non-Profit Funding Models, Stanford Social Innovation Review
• Packard Foundation's Organizational Effectiveness Wiki
• Planning to Win (based on the earlier Just Enough Planning Guide)
• Ecosystem Services
• Giving that Gets Results Series
• Betty Irene Moore Speaker Series: Leading the Way in Nursing

Policies/Other Information

Please find foundation policies and a glossary of terms here.  

• Indirect Cost Policy
• Budget Modification Policy
• No Cost Extension Policy
• Glossary of Terms