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Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
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.
In this webinar you'll hear from experts who understand that engagement, honesty, and openness are critical to success. They'll share their stories and ideas to help build trust and share your goals with your donors.
The Pension Protection 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 thorough understanding of the Pension Protection Act and its implications for fund management.
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 in the country.
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 the Indiana Attorney General's office will discuss the use of variance power and explain their role and how it relates to the work of community foundations.
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.
This webinar will clear up the mysteries about changing funds – what you can do, what you can’t, and the proper procedures to make sure it’s all legal.
Learn the basic concepts of a supporting organization and why it can be useful for community foundations.
This page contains Scholarship resources for community foundations.