Board/Trustees

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Tri-State CF Partnership Webinar | Community Leadership 101

Resource for members only

CFLeads continues the conversation on community leadership.  You will learn how to be more intentional about your community leadership strategy with these tools and you will gather tips for using them with staff and board members. Community Foundation leaders who have adopted various approaches to using these tried-and-true tools for the field will also be sharing their stories.

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Tri-State CF Partnership Webinar: Staying Legal with Donor-Advised Funds and Scholarships

Resource for members only

The Pension Protection Act of 2006 (PPA) created many changes, particularly 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.

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Agency Funds and FASB Reporting Webinar

Resource for members only

Since 1973, the Financial Accounting Standards Board (FASB) has been the designated organization in the private sector for establishing standards of financial accounting that govern the preparation of financial reports by nongovernmental entities. Those standards are officially recognized as authoritative by the Securities and Exchange Commission (SEC). There are many conflicts with the legal interpretation of community foundation funds and FASB reporting. This webinar is designed to assist executive directors, board members, finance staff and finance committee members in understanding the reporting requirements and their reporting options.

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Charitable Gaming Law in Indiana Webinar

Resource for members only

Raffles, bingo, auctions, door prizes, pull tabs, casino nights.... Do you know which of these are considered gaming? Do you know if you need a license? Are you a “qualified organization”? Even if you don't use these techniques for fundraising events, many of your grantees do, and they can play a large role in the challenging area of “donor-initiated fundraising.” Becoming knowledgeable about Indiana law governing charitable gaming can help you and your grantees stay on the right side of the law.

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The Basics of Supporting Organizations Webinar

Resource for members only

What is a “supporting organization” and how is it used by a community foundation? This webinar will review the basic concept of a supporting organization and why it can be useful for community foundations. The various types of supporting organizations will be described with an explanation of which type is appropriate for different situations. In this webinar you will review the steps involved in creating a supporting organization and the ongoing work involved in managing one. A comparison of supporting organizations with donor-advised funds and private foundations will also be provided.

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Community Foundations: What Does the Indiana Code and the Internal Revenue Code Really Say About Them? Webinar

Resource for members only

There are many laws that relate to community foundations. This webinar will explain important provisions of the Indiana Code and Internal Revenue Code that affect your daily work. We will discuss UMIFA/UPMIFA, Indiana Nonprofit corporation law, federal law governing community foundations, gifts from governmental agencies, and many more laws that relate to your work.

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Cemetery Funds and Other Scary Things Webinar

Resource for members only

This webinar covers assorted topics in charitable giving such as: Very Scary (and Not So Scary) Cemetery Funds; Control from the Grave: Dealing with Donor Restrictions on Gifts; Judge Dredd Rules: Valuation of Non-cash Gifts and Gift Receipts -- Beware!; Big Brother is Watching: Government Grants and Gifts of Municipal Bonds; Tales from the Dark Side: Life Insurance, Reinsurance, and Gift Annuities; Ghoul Lead Trusts; Son of Accelerated Charitable Remainder Trust.

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Legal/Financial Issues in Managing Community Project Funds Webinar

Resource for members only

A local service organization comes to you and would like to collaborate on a much needed community project.  A group of concerned citizens decides an animal shelter is needed.  A dedicated person wants to raise money to pay them to deliver services to seniors your community.  They all want to set up a pass-through fund with to handle charitable contributions.  We’ve all been there.  When should you do this?  What are the legal responsibilities for the community foundation when these types of funds are established?  How do you handle the financial side? This webinar includes: guidelines for assessing when to engage in this type of activity; understanding community projects vs. fiscal sponsorship vs. fiscal agency; and sample fiscal sponsorship agreements and reporting requirements.

General News
Survey for Family Foundation Trustees Now Open
November 19, 2014

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