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This page contains materials on Community Leadership Working with Government for community foundations.
What is a “supporting organization” and how is it used by a community foundation? This webinar will review the basic concept of a supporting organization and why it can be useful for community foundations. The various types of supporting organizations will be described with an explanation of which type is appropriate for different situations. In this webinar you will review the steps involved in creating a supporting organization and the ongoing work involved in managing one. A comparison of supporting organizations with donor-advised funds and private foundations will also be provided.
A broad study commissioned in 2007 by the Forum of Regional Associations of Grantmakers of the characteristics, benefits, and impact of giving circles across the country.
William Jarvis, Managing Director of U.S. Trust, provided an in-depth discussion of investment trends for private and community foundations. The webinar also explored the forces shaping giving and volunteering among America's high net worth households, and how the traditional picture of high net worth philanthropy is changing.
This page contains materials on Community Leadership Community Planning for community foundations.
This page contains materials on Community Leadership Fundamentals for community foundations.
Developed by IPA following the 2008 floods, this guide contains principles and tips from the Council on Foundations, accompanied by Indiana "in action" examples. It also includes information on hardship grants to individuals.
Finance staff play an important role in the human resource function of the foundation. This webinar focuses on questions concerning the difference between exempt and nonexempt employee classification, health savings plans vs. flexible spending plans, determining when temporary employees receive benefits, and steps you can take when an employee performance issue arises.
This page contains legal guidance memos for Indiana community foundations.
View webinar recording and slides.
The Richard M. Fairbanks Foundation, a private, independent foundation located in Indianapolis, recently focused a portion of its grantmaking on two primary causes of Indiana’s negative health outcomes: opioid prescription drug/heroin addiction, and tobacco use. The resources provided below are a result of their research on these topics, along with information to support grant initiatives. This information was shared at The Summit on Tobacco and Opioid Addiction for Indiana Funders in September 2016.
The U.S. Department of Labor has announced new rules for overtime pay that may affect some of your employees. Zac Kester, JD, LLM, CFRM, executive director and managing attorney of Charitable Allies will review these rules in this webinar.
A local service organization would like you to collaborate on a much needed community project. A dedicated person wants to raise money to pay themselves to deliver services to seniors your community. They want to set up a pass-through fund with your foundation to handle charitable contributions. We’ve all been there. When should you do this? What are the legal responsibilities for the community foundation? How do you handle the finances?
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
This tool for staffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
This guide examines women's roles in philanthropy and features “how to” sections on creating and using a variety of forms of charitable giving, as well as working with professional advisers.
This page contains Legal/Tax resources for community foundations.