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Homenode 862 field event date full addtocal icsStandards & ComplianceLegal & RegulatorySite Search

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Workshop
02
Mar
National Community Foundation Boot Camp

Top 10 Tips for Navigating Red Flags Leading a Private Foundation

Resource for members only

This webinar will help you navigate the most common “red flags” as you lead your private foundation and stay out of any “danger zones!"

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Recording
Topic(s) 
Legal & Regulatory
Standards & Compliance

Staying Legal: The Pension Protection Act

Resource for members only

The webinar recording offers a thorough understanding of the Pension Protection Act and its implications for fund management. 

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GIFT Resource
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Recording
Topic(s) 
Legal & Regulatory
Scholarships
Standards & Compliance

Understanding the New Accounting Guidelines

Resource for members only

In this webinar you will learn the key elements of the Financial Accounting Standards Board (FASB) guidelines and how these changes will affect your foundation’s reporting practices.

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Administration/Operations
Finance
Grantmaking & Evaluation
Legal & Regulatory
Standards & Compliance

IRS & Other Required Filings

Resource for members only

This webinar discusses the necessary state and federal forms finance staff must file. You will also hear the latest on federal tax reform and new taxes being implemented on foundations.

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GIFT Resource
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Research, Data, & Reports
Recording
Topic(s) 
Finance
Legal & Regulatory
Standards & Compliance

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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GIFT Resource
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Toolkits, Templates, & Sample Documents
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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GIFT Resource
Program Resource
Toolkits, Templates, & Sample Documents
Recording
Topic(s) 
Administration/Operations
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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GIFT Resource
Program Resource
Toolkits, Templates, & Sample Documents
Recording
Topic(s) 
Fund Management
Legal & Regulatory
Standards & Compliance

Human Resources: Are You Legal? The Basics You Need to Know

Resource for members only

This webinar breaks down human resources into legal basics that are easy to understand and tips that are simple to implement.

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GIFT Resource
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Recording
Topic(s) 
Administration/Operations
Governance & Board Development
Legal & Regulatory
Standards & Compliance

Overtime Rules and Regulations

Resource for members only

This webinar will review new rules the U.S. Department of Labor announced for overtime pay that may affect some of your employees.

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GIFT Resource
Program Resource
Toolkits, Templates, & Sample Documents
Recording
Topic(s) 
Administration/Operations
Governance & Board Development
Legal & Regulatory
Standards & Compliance

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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GIFT Resource
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Recording
Topic(s) 
Administration/Operations
Finance
Fund Management
Legal & Regulatory
Standards & Compliance
Knowledgebase

Sample Conflict of Interest Policies

Resource for members only

The following sample conflict of interest policies are excerpted from The Non-Profit Answer Book: An Executive Director's Guide to Frequently Asked Questions from BoardSource.

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Toolkits, Templates, & Sample Documents
Topic(s) 
Legal & Regulatory
Standards & Compliance

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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GIFT Resource
Toolkits, Templates, & Sample Documents
Recording
Topic(s) 
Administration/Operations
Community Leadership
Fund Management
Legal & Regulatory
Standards & Compliance

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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GIFT Resource
Program Resource
Toolkits, Templates, & Sample Documents
Recording
Topic(s) 
Fund Management
Legal & Regulatory
Standards & Compliance

Cemetery Funds and Other Scary Things

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

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Administration/Operations
Finance
Fund Management
Legal & Regulatory
Resource Development & Fundraising
Standards & Compliance

Community Foundations: What Does the Indiana Code and the Internal Revenue Code Really Say About Them?

Resource for members only

Learn about the important provisions of the Indiana Code and Internal Revenue Code that affect your daily work.

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Finance
Legal & Regulatory
Standards & Compliance

Fund Management

Resource for members only

This page contains Fund Management resources for community foundations.

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