Legal Matters for Community Foundations

Workshop for the Carolinas, D.C., Maryland, and Virginia Region

Led by Suzanne Friday, Counsel for the Council on Foundations, this workshop is flexibly organized to ensure that your broad legal questions for administering funds, grants, and community foundation activities are addressed. Suzanne provides technical and practical understanding of complex rules and regulations that cover the most pressing issues and topics of the community foundation field.

Throughout the day, sessions will be curated with the help of insight gleaned from the Council on Foundations and input from attendees. With each session, there will be time for questions and deeper exploring of the answers. This workshop is open to any board or staff member from any community foundation in the Carolinas, D.C., Maryland and Virginia region. 

Thanks to the sponsorship of the Community Foundation of Burke County and the North Carolina Network of Grantmakers for co-hosting this event with the Council on Foundations.

Agenda

Specific topics will be defined in advance of the workshop as attendees begin to submit ideas, pressing issues, and assist with the defining of sessions. This event is designed to be very hands-on, discussion-oriented, question and answer based learning.

9:00-10:00 a.m. — Registration and Networking

10:00-10:30 a.m. — General Overview of New Rules and Developments for Community Foundations
Suzanne will discuss any new rules or regulations that have become effective this year. As well as some of the new proposals from Congress on tax reform and how these may affect community foundations.

10:30-11:45 a.m. — Session 1
Deep Dive into pressing topics and issues identified by attendees. For example, past topics have included a deep dive into DAFs, Scholarships, Giving Circles, or Agency Funds.

12:00-1:00 p.m. — Working Lunch with Q&A

1:15-2:30 p.m. — Session 2
Deep Dive into pressing topics and issues identified by attendees. For example, past topics have included a deep dive into issues by Fund Type, Administration Fees, Corporate Donors, or Grantmaking in Economic Development.

2:45-3:30 p.m. — Session 3
Community Foundation pot pourri. Issues can range from topics very specific to staff and administrative, technical or general, board governance. Attendees will help shape the agenda on topics to explore and issues to address.

3:30-4:00 p.m. — Wrap up and General Q&A