Webinar Recording

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Working with Difficult Wills and Trusts

Resource for members only

In this webinar you will learn about tricky estate plans and information on how to deal with difficult wills and trusts. It will also feature best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.

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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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