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Fund Management
Resource for members only
This page contains Fund Management resources for community foundations.
Legal & Regulatory
Knowledgebase
Conflict of Interest Policies and Disclosure Forms
Resource for members only
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.
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Legal Aspects of Fund Management
Resource for members only
Watch this video to be better informed on legal aspects of fund management.
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Top 10 Tips for Navigating Red Flags Leading a Private Foundation
Resource for members only
This webinar will help you navigate the most common “red flags” as you lead your private foundation and stay out of any “danger zones!"
Resource
Staying Legal: The Pension Protection Act
Resource for members only
The webinar recording offers a thorough understanding of the Pension Protection Act and its implications for fund management.
Resource
Making Scholarship Payments to a For-profit College
Foundation Legal Help Desk advisors respond to a question on whether or not a foundation can make scholarship payments to a for-profit college.
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Working with Difficult Wills and Trusts
Resource for members only
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.
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Management Liability Insurance
Resource for members only
This webinar discusses the variety of management liability insurance coverages and issues that foundations need to consider in order to protect their board, their managers, and their organization’s assets.
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Scholarships
Resource for members only
This page contains Scholarship resources for community foundations.
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IRS & Other Required Filings
Resource for members only
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.