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Dive into common issues community foundation staff face when managing component funds.
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.
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.
In this webinar you will gain insight into the development, administration, and marketing of a charitable gift annuity program.
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.
Executive directors, board members, finance staff and finance committee members will gain a better understanding of the Financial Accounting Standards Board (FASB) reporting requirements and options.
The GIFT Snapshot Reports are compilation of data from Indiana community foundations entered into the CF Insights database.
Learn the basic concepts of a supporting organization and why it can be useful for community foundations.