This material is only available to members. Please contact a member of the GIFT staff to get Boot Camp or Community Foundation Basics materials.
Donor Advised Funds (DAFs) are the fastest growing giving vehicle in the country and help fuel the work of our community foundations. Currently, there is a swirl of public policy discussions around DAFs, particularly surrounding the need for a required payout from DAFs. Policy changes for DAFs could create challenges for a community foundation's operations and community foundation leadership needs be conversant on this topic. This webinar is designed to provide participants with an understanding of the key issues, proposals and players.
The GIFT staff has received several questions concerning the use of variance power since the change in state code last summer. In this webinar, the Attorney General's office will answer your questions concerning the use of variance power. They will also explain the role of the Attorney General’s office and how it relates to the work of community foundations.
This page contains legal guidance memos for Indiana community foundations.
Solid, effectively administered HR policies and procedures are a critical component of nonprofit and foundation governance, and serve as an indicator of overall organizational health. This session breaks down human resources into legal basics that are easy to understand and tips that are simple to implement. Explore policy manual requirements, discuss how often to update your policies and learn how to effectively and consistently administer those policies.
The Pension Protection Act of 2006 (PPA) created many changes 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. We’ve got you covered with a session that explains the ins and outs of what you need to know to stay compliant with the PPA.
Charitable gift annuities (CGAs) are widely used planned giving vehicles. With interest rates so low, CGAs can be attractive to those donors who need a stream of income and have assets to donate. However, before starting a CGA program there are many things to consider. You will gain insight into the development, administration, and marketing of a CGA program.
Many low-income debtors are especially vulnerable to debt scams, including high up-front fees, penalties for early payoffs, inflated interest rates, and "deals" targeting senior citizens, low-income borrowers, and people with poor credit.
Civil legal services help low and moderate-income people with housing problems. Many times people don’t see their housing problems as legal problems.
A local service organization would like you to collaborate on a much needed community project. A dedicated person wants to raise money to pay themselves to deliver services to seniors your community. They want to set up a pass-through fund with your foundation to handle charitable contributions. We’ve all been there. When should you do this? What are the legal responsibilities for the community foundation? How do you handle the finances?
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Do donors ever ask to make a change to a fund? Have you ever said “yes” to a fund you wish you hadn’t? What about funds that are too small and too old? How does variance power really work anyway? 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.
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Raffles, bingo, auctions, door prizes, pull tabs, casino nights.... Do you know which of these are considered gaming? Do you know if you need a license? Are you a “qualified organization”? Even if you don't use these techniques for fundraising events, many of your grantees do, and they can play a large role in the challenging area of “donor-initiated fundraising.” Becoming knowledgeable about Indiana law governing charitable gaming can help you and your grantees stay on the right side of the law.
What is a “supporting organization” and how is it used by a community foundation? This webinar will review the basic concept of a supporting organization and why it can be useful for community foundations. The various types of supporting organizations will be described with an explanation of which type is appropriate for different situations. In this webinar you will review the steps involved in creating a supporting organization and the ongoing work involved in managing one. A comparison of supporting organizations with donor-advised funds and private foundations will also be provided.
There are many laws that relate to community foundations. This webinar will explain important provisions of the Indiana Code and Internal Revenue Code that affect your daily work. We will discuss UMIFA/UPMIFA, Indiana Nonprofit corporation law, federal law governing community foundations, gifts from governmental agencies, and many more laws that relate to your work.
This webinar covers assorted topics in charitable giving such as: Very Scary (and Not So Scary) Cemetery Funds; Control from the Grave: Dealing with Donor Restrictions on Gifts; Judge Dredd Rules: Valuation of Non-cash Gifts and Gift Receipts -- Beware!; Big Brother is Watching: Government Grants and Gifts of Municipal Bonds; Tales from the Dark Side: Life Insurance, Reinsurance, and Gift Annuities; Ghoul Lead Trusts; Son of Accelerated Charitable Remainder Trust.
A local service organization comes to you and would like to collaborate on a much needed community project. A group of concerned citizens decides an animal shelter is needed. A dedicated person wants to raise money to pay them to deliver services to seniors your community. They all want to set up a pass-through fund with to handle charitable contributions. We’ve all been there. When should you do this? What are the legal responsibilities for the community foundation when these types of funds are established? How do you handle the financial side? This webinar includes: guidelines for assessing when to engage in this type of activity; understanding community projects vs. fiscal sponsorship vs. fiscal agency; and sample fiscal sponsorship agreements and reporting requirements.