Exploring FAQs on Fund Agreements
Resource for members only
Dive into common issues community foundation staff face when managing component funds.
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Fund Agreement Flow Chart
Resource for members only
Community foundations can use this flow-chart when making fund agreement decisions.
Legal Aspects of Fund Management
Resource for members only
Watch this video to be better informed on legal aspects of 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.
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.
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.
Community Project Funds
Resource for members only
Learn the legal responsibilities and financial aspects of creating a community project fund in your foundation.