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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 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 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.
Learn the basic concepts of a supporting organization and why it can be useful for community foundations.
In this webinar you will learn about many assorted topics related to charitable giving.
This page contains Legal/Tax resources for community foundations.
This page contains Finance/Investments resources for community foundations.
This page contains Asset Development and Donor Services resources for community foundations.