Board/Trustees

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Tri-State CF Partnership Webinar | IRS & Other Required Filings

Resource for members only

One of the key responsibilities that finance staff must undertake is the filing of necessary state and federal forms. This webinar will cover IRS Form 990 and 990T, solicitation and gaming licenses, UBIT (unrelated business tax), annual state filings. You will also learn how the latest federal tax reform will affect filing as well as the new taxes being implemented on foundations.

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Tri-State CF Partnership Webinar | Public Policy Issues for Donor Advised Funds

Resource for members only

Donor Advised Funds (DAFs) are the fastest growing giving vehicle in the country and help fuel the work of our community foundations. Currently, there is a swirl of public policy discussions around DAFs, particularly surrounding the need for a required payout from DAFs. Policy changes for DAFs could create challenges for a community foundation's operations and community foundation leadership needs be conversant on this topic. This webinar is designed to provide participants with an understanding of the key issues, proposals and players.

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Attorney General-Using Variance Power Webinar

Resource for members only

In this webinar, the Attorney General's office will answer your questions concerning the use of variance power. They will also explain the role of the Attorney General’s office and how it relates to the work of community foundations.

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Tri-State CF Partnership Webinar | Staying Legal: The Pension Protection Act

Resource for members only

The Pension Protection Act of 2006 (PPA) created many changes in the administration of donor advised and scholarship funds. It is essential that any community foundation involved in these activities have a thorough understanding of the Pension Protection Act and its implications for fund management. We’ve got you covered with a session that explains the ins and outs of what you need to know to stay compliant with the PPA.

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Tri-State CF Partnership Webinar | Starting a Gift Annuity Program

Resource for members only

Charitable gift annuities (CGAs) are widely used planned giving vehicles. With interest rates so low, CGAs can be attractive to those donors who need a stream of income and have assets to donate. However, before starting a CGA program there are many things to consider. You will gain insight into the development, administration, and marketing of a CGA program.

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Civil Legal Aid and Consumer Protection Brief

Many low-income debtors are especially vulnerable to debt scams, including high up-front fees, penalties for early payoffs, inflated interest rates, and "deals" targeting senior citizens, low-income borrowers, and people with poor credit.

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Tri-State CF Partnership Webinar | Community Project Funds

Resource for members only

A local service organization would like you to collaborate on a much needed community project. A dedicated person wants to raise money to pay themselves to deliver services to seniors your community. They want to set up a pass-through fund with your foundation to handle charitable contributions. We’ve all been there. When should you do this? What are the legal responsibilities for the community foundation? How do you handle the finances?

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