During this program, industry experts and practitioners will walk through the “Guide to Fiscal Stewardship” resource, sharing information to help participants understand and identify different types of financial mismanagement and fraud and build knowledge on risk management procedures in foundation operations and grantmaking.
Community foundations can use this flow chart when making fund agreement decisions.
On November 13th, the U.S. Department of the Treasury released the first in what is expected to be a series of long-awaited regulations interpreting the statute that codifies DAFs, which Congress enacted in the Pension Protection Act of 2006.
This page contains Fund Management resources for community foundations.
Dive into common issues community foundation staff face when managing component funds.
Watch this video to be better informed on legal aspects of fund management.