Exploring FAQs on Fund Agreements
Dive into common issues community foundation staff face when managing component funds.
Dive into common issues community foundation staff face when managing component funds.
Watch this video to be better informed on legal aspects of fund management.
Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
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.
This webinar is designed to provide participants with an understanding of the key issues, proposals, and players for donor advised funds - the fastest growing giving vehicle in the country.
This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time, and provide guidance on how to change a fund.
In this webinar the Indiana Attorney General's office will discuss the use of variance power and explain their role and how it relates to the work of community foundations.
In this webinar you will gain insight into the development, administration, and marketing of a charitable gift annuity program.
Learn the legal responsibilities and financial aspects of creating a community project fund in your foundation.
In this webinar you'll hear from experts who understand that engagement, honesty, and openness are critical to success. They'll share their stories and ideas to help build trust and share your goals with your donors.