... the Treasury released the first in what is expected to be a series of long-awaited regulations interpreting the statute ... According to the National Philanthropic Trust , a Donor-Advised Fund (DAF) is a charitable account held by a ... are excluded from the DAF definition. Regulation Resources The following documents and reviews provide further ...
... of funds. In most cases, these funds are governed by a fund agreement, a legal agreement between the donor and the foundation. The ... their fund. All this puts the community foundation in a complex legal environment. Watch this video to be better ...
... client’s charitable wishes can be accomplished. While a bequest is the most common way a community foundation receives money from an individual’s ...
... the essential foundations of fundraising. Planning creates a clear path to raising unrestricted funds. In this ... WEBINARS | WEBINAR RECORDINGS The Unrestricted Gift - A Strategic Approach ...
... any community foundation involved in these activities have a thorough understanding of the Pension Protection Act and ... any community foundation involved in these activities have a thorough understanding of the Pension Protection Act and ...
... 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 ...