Toolkits, Templates, & Sample Documents

Knowledgebase

Conflict of Interest Policies and Disclosure Forms

Resource for members only

These sample disclosure forms ask individuals to list their affiliations with other entities that might potentially affect their independent decision making in order to identify potential conflicts of interest based on an expansive definition of affiliated persons.

Resource

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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