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Tri-State CF Partnership Webinar: Staying Legal with Donor-Advised Funds and Scholarships

Resource for members only

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.

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Recording
Topic(s) 
Fund Management
Legal & Regulatory
Scholarships
Standards & Compliance

Fund Agreements-Best Practices

Resource for members only

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.

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Recording
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Fund Management
Legal & Regulatory
Standards & Compliance

Indiana Attorney General's Office-Using Variance Power

Resource for members only

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.

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Recording
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Starting a Gift Annuity Program

Resource for members only

In this webinar you will gain insight into the development, administration, and marketing of a charitable gift annuity program.

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Community Project Funds

Resource for members only

Learn the legal responsibilities and financial aspects of creating a community project fund in your foundation.

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Recording
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Community Leadership
Fund Management
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How to Change a Fund

Resource for members only

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.

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Recording
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Cemetery Funds and Other Scary Things

Resource for members only

In this webinar you will learn about many assorted topics related to charitable giving.

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Fund Management

Resource for members only

This page contains Fund Management resources for community foundations.

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