... 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 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 ...
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. Fund agreements are critical legal documents that govern how a community foundation operates. This webinar will cover the ...
... into the development, administration, and marketing of a charitable gift annuity program. Charitable gift ... 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 ...
... legal responsibilities and financial aspects of creating a community project fund in your foundation. A local service organization would like you to collaborate on a much needed community project. A dedicated person wants to ...
Learn the basic concepts of a supporting organization and why it can be useful for community foundations. What is a “supporting organization” and how is it used by a community foundation? This webinar will review the basic ...
This page contains Legal/Tax resources for community foundations. This page contains Legal/Tax resources for community foundations, including: IRS codes and ...