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Legal Information

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Finance & Investment


  • Recommended Best Practices in Managing Foundation Investments (March 2010)

  • Working with a Donor's Investment Manager

  • Investment Management Practice Tips and Resources (Updated October 2011)

  • Thinking About an Audit? Read This First

  • Investment Leadership: Taking Back Control (Foundation Investment Conference Call)

  • Legal and Accounting Challenges of Underwater Endowment Funds by Susan E. Budak and Susan N. Gary

  • Fiscal and Administrative Officers Group (FAOG) on UMIFA, UPMIFA, and FASB Staff Position 117-1




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



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