Fund Management
This page contains Fund Management resources for community foundations.
This page contains Fund Management resources for community foundations.
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.
This page contains a collection of scholarship resources for community foundations.
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.
This webinar will review new rules the U.S. Department of Labor announced for overtime pay that may affect some of your employees.
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.
This webinar will clear up the mysteries about changing funds – what you can do, what you can’t, and the proper procedures to make sure it’s all legal.
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.