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Webinar
24
Jun
Mastering 990 Review: Ensuring Financial Health for Foundations & Potential Grantees
Webinar + Recording
Workshop
15
Feb
Vision Series: Navigating the Current Tides
Indianapolis, IN
Workshop
13
Nov
National Community Foundation Boot Camp
Virtual + Recording
Workshop
21
Feb
National Community Foundation Boot Camp
Virtual + Recording

Working with Difficult Wills and Trusts

Resource for members only
... 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.   While a bequest is the most common way a community foundation ...
Webinar
12
Jun
Opportunity Zones Matter to Your Foundation: Find Out Why and How You Can Take Action
Webinar

Management Liability Insurance

Resource for members only
... insurance coverages and issues that foundations need to consider in order to protect their board, their managers, ... to directors and officers can be varied and challenging for any foundation. This webinar discusses the variety of ... management liability insurance coverages and issues that a foundation needs to consider in order to protect their ...

IRS & Other Required Filings

Resource for members only
... You will also hear the latest on federal tax reform and new taxes being implemented on foundations.   One of the key ... federal tax reform will affect filing as well as the new taxes being implemented on foundations. Speaker Angela ... Webinar Series . Programs in this series are free to IPA members and are produced in partnership by IPA, ...

Public Policy Issues for Donor Advised Funds

Resource for members only
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 ... the work of our community foundations. Currently, there is a swirl of public policy discussions around DAFs, ...

Indiana Attorney General's Office-Using Variance Power

Resource for members only
... variance power and explain their role and how it relates to the work of community foundations.   In this webinar, the ... role of the Attorney General’s office and how it relates to the work of community foundations. Speaker Eliza Bradley, ...
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 ... based on an expansive definition of affiliated persons. A sample conflict of interest policies and code of conduct for independent foundations and community foundations. Sample ...