Fund development

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Tri-State CF Partnership Webinar | Public Policy Issues for Donor Advised Funds

Publication date: 
01/2018

Donor Advised Funds (DAFs) are the fastest growing giving vehicle in the country and help fuel the work of our community foundations. Currently, there is a swirl of public policy discussions around DAFs, particularly surrounding the need for a required payout from DAFs. Policy changes for DAFs could create challenges for a community foundation's operations and community foundation leadership needs be conversant on this topic. This webinar is designed to provide participants with an understanding of the key issues, proposals and players.

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Tri-State CF Partnership Webinar | Changing Dynamics in Community Philanthropy

Publication date: 
05/2017

Donors are giving more money online, engaging in collaborative giving, and giving across generations. How can community foundations keep up and flourish amidst these changing dynamics? We will explore the major trends affecting new donor engagement and the various ways community foundations are responding to grow their giving and increase their impact.

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Tri-State CF Partnership Webinar | Starting a Gift Annuity Program

Publication date: 
11/2015

Charitable gift annuities (CGAs) are widely used planned giving vehicles. With interest rates so low, CGAs can be attractive to those donors who need a stream of income and have assets to donate. However, before starting a CGA program there are many things to consider. You will gain insight into the development, administration, and marketing of a CGA program.

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Tri-State CF Partnership Webinar | Community Project Funds

Publication date: 
07/2015

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?

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Tri-State CF Partnership Webinar | The Unrestricted Gift - A Strategic Approach

Publication date: 
04/2015

Planning the conversation is what Ken Burnett - in his classic work Relationship Fundraising - calls the essential foundations of fundraising. Planning creates a clear path to raising unrestricted funds.  In this webinar, you'll hear from experts who understand that engagement, honesty, and openness are critical to success.  They'll share their stories and ideas to help build trust and share your goals with your donors.

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Tri-State CF Partnership Webinar: Staying Legal with Donor-Advised Funds and Scholarships

Publication date: 
01/2015

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.

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Agency Funds and FASB Reporting Webinar

Publication date: 
10/2014

Since 1973, the Financial Accounting Standards Board (FASB) has been the designated organization in the private sector for establishing standards of financial accounting that govern the preparation of financial reports by nongovernmental entities. Those standards are officially recognized as authoritative by the Securities and Exchange Commission (SEC). There are many conflicts with the legal interpretation of community foundation funds and FASB reporting. This webinar is designed to assist executive directors, board members, finance staff and finance committee members in understanding the reporting requirements and their reporting options.

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