Legal & Regulatory

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

Publication date: 
12/2016

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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Tri-State CF Partnership Webinar | Staying Legal: The Pension Protection Act

Publication date: 
01/2016

The Pension Protection Act of 2006 (PPA) created many changes 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. We’ve got you covered with a session that explains the ins and outs of what you need to know to stay compliant with the PPA.

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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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Civil Legal Aid and Consumer Protection Brief

Publication date: 
07/2015

Many low-income debtors are especially vulnerable to debt scams, including high up-front fees, penalties for early payoffs, inflated interest rates, and "deals" targeting senior citizens, low-income borrowers, and people with poor credit.

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Civil Legal Aid and Housing Brief

Publication date: 
07/2015

Civil legal services help low and moderate-income people with housing problems. Many times people don’t see their housing problems as legal problems.

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