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This webinar will help you navigate the most common “red flags” as you lead your private foundation and stay out of any “danger zones!"
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.
This webinar discusses the variety of management liability insurance coverages and issues that foundations need to consider in order to protect their board, their managers, and their organization’s assets.
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.
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.
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.
This webinar breaks down human resources into legal basics that are easy to understand and tips that are simple to implement.
These sample disclosure forms ask individuals to list their affiliations with other entities that might potentially affect their independent decision making in order to identify potential conflicts of interest based on an expansive definition of affiliated persons.
This webinar will review new rules the U.S. Department of Labor announced for overtime pay that may affect some of your employees.
In this webinar you will gain insight into the development, administration, and marketing of a charitable gift annuity program.
Access official tax information and resources for charities and other nonprofits from the Internal Revenue Service.
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.