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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.
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.
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.
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 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.
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.
This webinar will review new rules the U.S. Department of Labor announced for overtime pay that may affect some of your employees.
In this webinar you will gain insight into the development, administration, and marketing of a charitable gift annuity program.
Learn the legal responsibilities and financial aspects of creating a community project fund in your foundation.