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Legal Aspects of Fund Management
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... courses on law and philanthropy, nonprofit and tax exempt organization law, and planned giving as adjunct ... School (Indianapolis). Phil serves as a member of the Tax Exempt Organization Advisory Council for the Internal Revenue ... raised in Chesterton, Indiana. She obtained her B.A. in Political Science from Valparaiso University and earned her ...
Top 10 Tips for Navigating Red Flags Leading a Private Foundation
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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!"
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.
Working with Difficult Wills and Trusts
Resource for members only
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.
Management Liability Insurance
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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.
Understanding the New Accounting Guidelines
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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.
IRS & Other Required Filings
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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.
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.
Public Policy Issues for Donor Advised Funds
Resource for members only
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.
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.
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 ... organizational health. This session breaks down human resources into legal basics that are easy to understand and ... Ohio. UPCOMING WEBINARS | WEBINAR RECORDINGS Human Resources: Are You Legal? The Basics You Need to Know ...
Knowledgebase
Conflict of Interest Policies and Disclosure Forms
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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.
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.
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.
Knowledgebase
Tax Information for Charities and Other Nonprofits from the Internal Revenue Service
Access official tax information and resources for charities and other nonprofits from the ...
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.