Fund Management

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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 | Fund Agreements-Best Practices

Publication date: 
09/2017

Fund agreements are critical legal documents that govern how a community foundation operates. 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.

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Attorney General-Using Variance Power Webinar

Publication date: 
08/2017

The GIFT staff has received several questions concerning the use of variance power since the change in state code last summer. In this webinar, the Attorney General's office will answer your questions concerning the use of variance power. They will also explain the role of the Attorney General’s office and how it relates to the work of community foundations.

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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 | How to Change a Fund

Publication date: 
03/2015

Do donors ever ask to make a change to a fund? Have you ever said “yes” to a fund you wish you hadn’t? What about funds that are too small and too old? How does variance power really work anyway? This webinar will clear up the mysteries about changing funds – what you can do, what you can’t, and the proper procedures to make sure it’s all legal.

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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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