- resource provided by the Forum Network Knowledgebase.
Search Tip: Search with " " to find exact matches.
Watch this video to be better informed on legal aspects of fund management.
The webinar recording offers a thorough understanding of the Pension Protection Act and its implications for fund management.
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.
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.