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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.
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.
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.
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.
Community Project Funds
Resource for members only
Learn the legal responsibilities and financial aspects of creating a community project fund in your foundation.
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.
Cemetery Funds and Other Scary Things
Resource for members only
In this webinar you will learn about many assorted topics related to charitable giving.
Fund Management
Resource for members only
This page contains Fund Management resources for community foundations.