Standards & Compliance

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Tri-State CF Partnership Webinar | National Standards

Publication date: 
02/2017

The new process for National Standards is efficient, but there are still opportunities to make it easier. This webinar will share best practices and processes to pass National Standards as seamlessly as possible.

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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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Passing National Standards Webinar

Publication date: 
11/2015

Lara Kalwinski, Policy Associate and Director of National Standards at the Council on Foundations and Dawn Brown, Executive Director of the Community Foundation of Grant County  will discuss what community foundations need to do to pass National Standards.

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Tri-State CF Partnership Webinar | How to Change a Fund

Publication date: 
03/2015

Do donors ever ask to make a change to a fund? Have you ever said “yes” to a fund you wish you hadn’t? What about funds that are too small and too old? How does variance power really work anyway? This webinar will clear up the mysteries about changing funds – what you can do, what you can’t, and the proper procedures to make sure it’s all legal.

Knowledgebase

Endowments Code of Conduct

Publication date: 
01/2012

The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.

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Knowledgebase

Criteria for Philanthropy at Its Best

Publication date: 
03/2009

This report includes the first ever set of measurable guidelines that will help foundations and other institutional grantmakers operate ethically and maximize the impact of their dollars. It attempts to answer the questions: What differentiates an exemplary foundation from the rest of its peers? What can foundations do to improve its relevance to nonprofits, the economically and socially underserved Americans and society as a whole?

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