Last time, Winter Storm Jonas launched a furious blitz and knocked us off our game. But after a brief huddle, we're back to the line of scrimmage for the first Legal Lunch Series of 2016.
Community foundations generally maintain a variety of fund types from donor advised funds to agency endowment funds to designated and field-of-interest funds. Community foundations and other charitable organizations may also have relationships with supporting organizations. Learn more about the particular characteristics, management and legal requirements of these giving options and find information to help determine the best structure for your donors.
In-Depth knowledge on Funds Management
A recording of the conference call that featured a conversation with respected development and community foundations leaders with firsthand experience building operating endowments as they shared an overview of operating endowment campaigns and an analysi
Historical information around non-component and donor-directed funds.
Raising money for community needs is the central function of community foundations. No surprise, then, that we receive more questions about fundraising than about any other topic.
A look at some of the legal and non-legal aspects of merging one charitable program or organization with another.
This document outlines the basics of component funds, field of interest funds, donor advised funds and restrictions around these funds.
This memorandum considers whether adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) requires changes to existing guidance regarding the reporting and classification of assets held by community foundations.
The widespread adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) across the country has already been of great help to charities, in part because the financial markets collapsed just months after the uniform act was approved.
Helpful tips and resources for managing your investments. Members only content.