... informed on legal aspects of fund management. While most community foundation staff are not lawyers, they are frequently expected to make decisions in the legal realm. Community foundations are collections of ... Law. Tamara is also a Lilly Endowment Scholar from Porter County. She has been with the Office of the Indiana Attorney ...
... for keeping a private foundation and its mission in good standing. By remaining aware of the signals that mark ... advancing the mission. When was the last time you checked in to see how “compliant“ you and your foundation are operating in relation to the most common trouble-spots? This lively ...
... 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 ... approximately twenty major gift officers engaged in a $250 million campaign with a $100 million goal for planned giving. ...
In this webinar you will learn about tricky estate plans and ... accomplished. While a bequest is the most common way a community foundation receives money from an individual’s ... of Philanthropy This program is part of the Tri-State Community Foundation Webinar Series . Programs in this series ...
... coverages and issues that foundations need to consider in order to protect their board, their managers, and their ... coverages and issues that a foundation needs to consider in order to protect their board, their managers, and their ...
In this webinar you will learn the key elements of the ... reporting practices, as well as changes expected in the review of grantee statements. Speakers Kris ... & Moran, PLLC This program is part of the Tri-State Community Foundation Webinar Series . Programs in this series ...
... Blue & Co, LLC This program is part of the Tri-State Community Foundation Webinar Series . Programs in this series are free to IPA members and are produced in partnership by IPA, Council of Michigan Foundation, and ...
... 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 ... and scholarship funds. It is essential that any community foundation involved in these activities have a ...
... advised funds - the fastest growing giving vehicle in the country. Donor Advised Funds (DAFs) are the fastest ... vehicle in the country and help fuel the work of our community foundations. Currently, there is a swirl of public ... Policy changes for DAFs could create challenges for a community foundation's operations and community foundation ...
... share ideas for creating fund agreements that work over time, and provide guidance on how to change a fund. ... agreements are critical legal documents that govern how a community foundation operates. This webinar will cover the ... Tri-State Community Foundation Webinar Series . Programs in this series are free to IPA members and are produced in ...
In this webinar the Indiana Attorney General's office will ... and explain their role and how it relates to the work of community foundations. In this webinar, the Attorney ... General’s office and how it relates to the work of community foundations. Speaker Eliza Bradley, deputy attorney ...
... Charitable Allies This program is part of the Tri-State Community Foundation Webinar Series . Programs in this series are free to IPA members and are produced in partnership by IPA, Council of Michigan Foundation, and ...
... might potentially affect their independent decision making in order to identify potential conflicts of interest based on ... and code of conduct for independent foundations and community foundations. Sample disclosure forms included below ... might potentially affect their independent decision making in order to identify potential conflicts of interest based on ...
... Charitable Allies This program is part of the Tri-State Community Foundation Webinar Series . Programs in this series are free to IPA members and are produced in partnership by IPA, Council of Michigan Foundation, and ...
In this webinar you will gain insight into the development, ... of Philanthropy This program is part of the Tri-State Community Foundation Webinar Series . Programs in this series are free to IPA members and are produced in ...