Legal & Regulatory

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Tri-State CF Partnership Webinar | IRS & Other Required Filings

Resource for members only

One of the key responsibilities that finance staff must undertake is the filing of necessary state and federal forms. This webinar will cover IRS Form 990 and 990T, solicitation and gaming licenses, UBIT (unrelated business tax), annual state filings. You will also learn how the latest federal tax reform will affect filing as well as the new taxes being implemented on foundations.

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2018 Training Materials

Resource for members only

This material is only available to members. Please contact a member of the GIFT staff to get Boot Camp or Community Foundation Basics materials.

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

Resource for members only

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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Attorney General-Using Variance Power Webinar

Resource for members only

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 | Human Resources: Are You Legal? The Basics You Need to Know

Resource for members only

Solid, effectively administered HR policies and procedures are a critical component of nonprofit and foundation governance, and serve as an indicator of overall organizational health. This session breaks down human resources into legal basics that are easy to understand and tips that are simple to implement. Explore policy manual requirements, discuss how often to update your policies and learn how to effectively and consistently administer those policies.

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Summit on Tobacco & Opioid Addiction for Indiana Funders

A presentation held on September 14, 2016, for Indiana funders, which was presented by the Richard M. Fairbanks Foundation and Indiana Philanthropy Alliance. The Richard M. Fairbanks Foundation, a private, independent foundation located in Indianapolis, recently focused a portion of its grantmaking on two primary causes of Indiana’s negative health outcomes: opioid prescription drug/heroin addiction, and tobacco use.

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