Fund Changes Flow Chart
Community foundations can use this flow chart when making fund agreement decisions.
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.
The GIFT Snapshot Reports are compilation of data from Indiana community foundations entered into the CF Insights database.
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.
Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
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.
This page contains a collection of scholarship resources for community foundations.
This webinar is designed to provide participants with an understanding of the key issues, proposals, and players for donor advised funds - the fastest growing giving vehicle in the country.