Donor Relationships and Community Foundations

Creating a Donor-initiated Fundraising Policy
Could You Give Us Our Money Back?

Community foundations occasionally hear this request from donors of advised funds and organizations that have established designated funds or agency endowments. This column discusses why the proper answer is a firm "no"—and some polite ways to communicate the community foundation's policies.


Fundraising Issues

Conducting a Raffle Fundraiser
Creating a Donor-initiated Fundraising Policy
State Charitable Solicitation Compliance

Most states have registration and/or reporting laws that apply to nonprofit organizations soliciting contributions within the state. Information about registration is available through individual states or the Multi-State Filer Project.

Deductibility Requirements for Gifts to Donor-Advised Funds

The Pension Protection Act of 2006 modifies the requirements for obtaining a charitable deduction for a contribution to a donor-advised fund.


Tricky Issues

Prohibited Benefits from Donor-Advised Funds

Donors and advisors are prohibited from receiving more than incidental benefits from grants made from their advised funds. Penalties apply to those who receive a prohibited benefit, to those who recommend the grant, and, in some situations, to fund managers who approve the recommendation.




Contact Us

Kelly Shipp Simone

Vice President, Legal Affairs kelly.simone@cof.org
703-879-0716

Kristy Tsadick

Counsel
kristy.tsadick@cof.org
703-879-0718

Johanna Van Dyke

Manager, Legal and Public Policy
johanna.vandyke@cof.org
703-879-0713

Lisa Hoeksema

Legal Coordinator
lisa.hoeksema@cof.org
703-879-0717