Resource
Fund Changes Flow Chart
Resource for members only
Community foundations can use this flow-chart when making fund agreement decisions.
Community foundations can use this flow-chart when making fund agreement decisions.
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.