Peer Event

ARPA Funds Peer Discussion

Developed out of a trending conversation on the Philanthropy Exchange (PhilEx), the Council invites you to join a peer-to-peer conversation for foundation staff who are currently handling American Rescue Plan Act (ARPA) funds or are in the process of negotiating an agreement with their County/City.

Peer Discussion Leads

  • Laura Simmelink, Senior Director of Programs, Community Foundation of Collier County
  • Marian Clowes, Associate Director for Community Leadership, Parkersburg Area Community Foundation

Philanthropy Exchange is a peer-to-peer platform that connects Council members through shared interests, topics or resources. On the Exchange members can:

  • Connect with their peers around the globe to discuss topics of shared interest
  • Search an online library of best practices and template documents
  • Seek and give candid advice in a private community of their peers
  • Find members funding similar issues or performing similar roles in their foundation
  • Share resources to develop stronger relationships that advance their work

Learn more about the Exchange by contacting, Jessica Chaparro.

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Legal Compliance Guidance

Legal Disclaimer

All information on this website, and all publications, articles, email correspondence, and telephone consultations provided by Council attorneys and legal staff are intended for informational purposes only and not as part of an attorney-client relationship. Council attorneys are not licensed in every state and cannot provide legal representation. The information is not a substitute for expert legal, tax, or other professional advice tailored to your specific circumstances and may not be relied upon for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Council members may email legal@cof.org with inquiries and for more information.

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Webinar

Philanthropy and COVID-19: Examining Two Years of Giving and What’s Next

In partnership with the Center for Disaster Philanthropy and Candid, the Council on Foundations presented a webinar that highlighted the key learnings and provided recommendations for funders as the world continues to struggle with the impact of COVID-19.

 

Candid and the Center for Disaster Philanthropy (CDP) recently released a report "Philanthropy and COVID-19: Examining two years of giving" to see how philanthropy has responded to the pandemic. In partnership with the Council on Foundations, CDP and Candid presented a webinar that highlighted the key learnings and provided recommendations for funders as the world continues to struggle with the impact of COVID-19. 

Key questions addressed included: 

  • How have funders - in the U.S. and globally - responded financially to the pandemic?
  • What are the trends in giving and how have they changed over time?
  • What do funders need to focus on in the next few years? 
  • What are the trends in grantmaking practices that have come in response to the pandemic? 

Speakers

Grace Sato

Director of Research
Candid

Regine A. Webster 

Vice President
Center for Disaster Philanthropy

Tonia Wellons

President and CEO
Greater Washington Community Foundation

Moderator

Natalie Ross

Vice President, Membership, Development and Finance
Council on Foundations

Welcome Remarks

Lori Bertman

President & CEO
Irene W. and C.B. Pennington Foundation

This webinar was funded by the Irene W. and C.B. Pennington Foundation and co-sponsored by the Council on Foundations, Candid and the Center for Disaster Philanthropy. 

 

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Webinar

Rebuilding Trust in Nonprofits and Philanthropy

How does declining trust in institutions affect our ability as nonprofit organizations to make social change? Could it impact charitable giving? Lead to new governmental regulations? Or make it difficult to build the kinds of partnerships that advance our work? And what can and should philanthropy do to rebuild that trust?

 

Recent data and research from sources such as the Edelman Trust Barometer suggest declining trust in nonprofits and philanthropy in the United States. Fraying trust in institutions, perceptions that nonprofits and philanthropy are politicized, intensifying critiques of philanthropy as a “ruse” or self-promotion, increasing societal polarization, and well-publicized scandals all may play a part.

How does declining trust in institutions affect our ability as nonprofit organizations to make social change? Could it impact charitable giving? Lead to new governmental regulations? Or make it difficult to build the kinds of partnerships that advance our work? And what can and should philanthropy do to rebuild that trust?

This panel discussed current challenges, opportunities, and examples to help guide our work.

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Panelists

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By threading diversity, equity, inclusion throughout our core programming, like the Policy Summit, HR Retreat, and Leading Together, we will help members deepen their knowledge, improve their practice, and access the support they need to make their organizations and the field more diverse, equitable and inclusive.

Beyond integrating DEI in core programming, we are committed to closing diversity gaps in philanthropic leadership, an outcome we pursue in part through:

  • Our annual Grantmaker Salary and Benefits Report (GSB), which provides the most comprehensive data on philanthropic staff composition in the United States, and
  • Career Pathways, our talent pipeline expansion program, which has launched dozens of leaders from diverse backgrounds into the C-suite in philanthropy. It will continue to serve as a career accelerator for talented professionals who will enrich philanthropy’s leadership ranks for decades to come.

Our Goals

For those who were historically under-represented to occupy leadership positions, for boards and staffs of philanthropic organizations nationally mirror the diversity of the populations they support, and for studies, like the GSB, to show no disparities in pay or tenure by race/gender.

For all Council members to realize that embracing practices that advance diversity, equity, and inclusion is core to achieving their missions.

Through partnership with colleague organizations specifically focused on advancing diversity, equity, inclusion, we’ll help our members make early progress on their DEI journey. By centering the work of field leaders and equity experts, we will meet our members where they are and encourage deeper engagement.

Given that embracing DEI is fundamental to achieving the Council’s mission, the board and staff are actively engaged. The staff is guided by an employee-led Race, Equity, Diversity and Inclusion (REDI) committee that helps ensure that our policies, practices, and procedures contribute to an inclusive and welcoming environment where staff can fully and authentically contribute their talents and thrive in their roles. Learn more about working at the Council.

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Training

Legal Matters for Community Foundations - Virtual - August 2022

Led by the Council's legal team this workshop is designed to answer your broad legal and practical questions on administering funds, grants, and community foundation activities.

Led by the Council on Foundations Legal Team, this workshop is flexibly organized to ensure that your broad legal questions for administering funds, grants, and community foundation activities are addressed. The legal team will provide technical and practical understanding of complex rules and regulations.

Workshop Hours

  • Tuesday, August 23: 1:00-4:30p.m. ET
  • Wednesday, August 24: 1:00-4:30p.m. ET

Throughout the workshop, sessions will be curated by

  • Insight from Council's top-notch legal team that interacts with nearly 2,000 foundation leaders each year
  • Trends spotted by our broader team, including National Standards for U.S. Community Foundations
  • Timely, relevant take on the basics that informs day-to-day business decisions and operations
  • Expertise to advance your knowledge of the organization's inner workings--from admin to governance, donor stewardship to grantmaking.

With each session, there will be time for questions and a deep exploration of the answers. This workshop is open to any board or staff member from any community foundation that is eager to dive into the legalities of our business model and unlock the truth to effective management and leadership of a community foundation.

Sample Agenda

(2 Day Virtual Series)

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 time sensitive and relevant to current issues. The format will be discussion-oriented, question and answer-based learning alongside peer sharing.

DAY 1: Tuesday, August 23 — 1:00-4:30 p.m. ET

  • General Overview of new rules, regulations, and developments for CFs – Discuss latest new rules and regulations affecting community foundations.
    • Topics will vary based on current events and attendee requests, but often cover topics such H.R. 3988 (universal deductions), CARES Act, Updated Charity Act, Tax Deductibility, UPMIFA and related public policy trends.
  • Small Group Discussions & Deep Dives with Attorneys: Most common legal complexities facing community foundations – Assessing the most common inquiries from the field nationally, Council attorneys will delve into pressing subjects and issues such as DAFs and permissible grantees, current laws and basic rules regulating DAFs, Notice 2017-73 regarding DAFs, and expenditure responsibility.

DAY 2: Wednesday, August 24 — 1:00-4:30 p.m. ET

  • Trends and Challenges from the Field – Council experts will share the trending narratives shaping conversations in board rooms as well as the most common challenges shared among community foundations.
  • Small Group & Deep Dive with Attorneys: Most common legal complexities facing community foundations – Assessing the most common inquiries from the field nationally, Council attorney Ben McDearmon will delve into pressing subjects and issues such as  scholarships, giving circles, corporate advised funds, variance power, and agency funds.

 

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Sustainable Development Goals

The SDGs provide a framework for foundations to lead together with governments, civil society, and the private sector to create a better world, in the US and around the globe.

Values Aligned Philanthropy

Hate-related violence has been on the rise for several years in the U.S., as have extremist groups whose work targets specific communities based on race, ethnicity, and other characteristics. Even before the recent violent attempt to take over the U.S. Capitol raised these issues to a new level of awareness, our members have been actively engaged in finding ways to make sure that their values of fairness and equity are reflected in their funding practices.

Programs & Foundation-Specific Programs & Services

Council Programs

Whether the program started last year or 75 years ago, these endeavors are ongoing offerings.

Foundation-Specific Programs & Services

Service to foundations is in our DNA. While we may have started with community foundations, we've grown throughout our history to serve foundations and institutional givers of all kinds.

The Council community includes public grantmaking charities that play an important bridging role in serving both individual and institutional donors. Recognizing their unique needs, activities across the Council provide the resources, opportunities, and advice that grantmaking charities need to build trusted partnerships and expand philanthropy’s opportunities to thrive.

Gain access to our online member directory, where you can connect with peers, attend in-person Council events, and join our online networking platform, the Philanthropy Exchange.

  • Open Exchange – Contribute, connect, and learn from peers in this member community designated for staff from all foundation types. This is the best place to get valuable perspective from a broad range of audiences.
  • Communications – Engage with other philanthropic communications strategists and gain valuable resources and tools to help share your foundation’s story and convey the meaningful impact of your work.
  • Finance and Admin – Learn more from your peers about the varying complexities of financial management, fund accounting, gift acceptance, and fiscal operating practices. This community is designed for foundation staff who serve in finance and administrative roles.
  • Programs – As communities need change, it is essential for program professionals to have a space to ask questions and share their concerns and thoughts regarding programmatic strategy and sharing a foundation’s core mission. This community is designed for staff who deliver programs, nonprofit services, grantmaking and community impact.
  • Scholarship Exchange – Learn and share scholarship policies, processes, and opportunities with peers, and discuss how to leverage tool to play a more impactful role in giving.
  • Human Resources – Participate in peer-to-peer conversations with HR, Culture, and Talent leaders in philanthropy to discuss best practices and new ideas related to talent management, organizational culture, and other operational functions.  
  • Global Grantmaking – Discover resources and hear from peers on topics related to effective cross-border grantmaking.
  • General Legal Counsel – This community is designed for legal counsel at all member organizations. Dive deeper into the unique legal and compliance issues facing foundations.
  • Policy & Advocacy – This community is designed for members interested in policy and advocacy. Share national and state policy actions, promote resources, and facilitate peer-to-peer knowledge sharing with other philanthropic policy and government affairs staff.

Take advantage of member-exclusive discounts on trainings and capacity-building programs to deepen your learning, including conferences, summits, in-person workshops, and webinars.

  • Apply for  Career Pathways, an intensive leadership development program designed for mid- to senior-level career professionals committed to strengthening their practice and building connections within the sector.
  • CEOs and human resources staff can consider attending our annual HR Retreat.
  • Staff engaged in public policy work can consider attending our annual Public Policy Summit.
  • Keep an eye on our Events page to find more opportunities to expand your knowledge.

Our extensive legal library contains many helpful resources that are relevant to public grantmaking charities of all shapes and sizes.

The Council often convenes members in working groups, task forces, and committees to help inform our work and ensure that it reflects sector needs. Recent opportunities for involvement include:

Reach out to the Engagement Team to explore ways you can volunteer your expertise. to explore ways you can volunteer your expertise.

Work with our Government Affairs team to build your capacity to advocate on behalf of nonprofits and your community and inform the Council's public policy agenda.

Remain up to date on the challenges and opportunities shaping philanthropy and share stories about your organization's impact through exclusive communications, including our members-only e-newsletters.

  • Grantmaker Salary And Benefits Survey (GSB) - Since 1980, the Council's Grantmaker Salary and Benefits Survey has provided the sector with the most comprehensive data on staff composition and compensation in the United States. Grantmakers rely on this annual report to plan budgets, benchmark personnel policies and practices, determine salary levels for new and existing staff, and more.
  • Values-Aligned Philanthropy -Anti-democratic extremism, hate speech, and politically motivated violence are on the rise. With policymakers, journalists, and activists seeking to determine how hate groups are funded, philanthropic organizations have come under a magnifying glass. Our members have been actively engaged in addressing the issue of hate funding, including by sharing their resources and asking for additional insight.
  • A Guide to Advocacy, Lobbying & Election Related Activity: Navigating the Rules - This guide will help you understand the federal tax laws and regulations that govern how, when, and to what extent different types of foundations can engage with policymakers, their staff, or candidates running for public office. It also covers the distinction between what advocacy activity that you as a foundation can do, that your staff can do, and that your grantees can do with your support.

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The Council has served private philanthropy since 1964, including both family and independent foundations. As a national community of grantmakers, the Council is proud to offer a variety of services and opportunities for private foundations that reflect the diversity of the field. From advocacy and policy courses to guidance on global grantmaking and peer spaces for CEOs of private foundations, the Council helps private philanthropy further their missions and become more trusted partners.

Gain access to our online member directory where you can connect with peers, attend in-person Council events, and join our online platform, the Philanthropy Exchange.

For Executives:

For Investments and Finance Staff:

  • Finance and Admin – Learn more from your peers about the varying complexities of financial management, fund accounting, gift acceptance, and fiscal operating practices. This community is designed for foundation staff who serve in finance and administrative roles.
  • Scholarship Exchange – Learn and share scholarship policies, processes and opportunities with peers, and see how you can leverage this tool to play a more impactful role in giving.

For Programs and Global Staff:

  • Programs – As communities need change, it is essential for program professionals to have a space to ask questions, share concerns, and connect around programmatic strategy. This community is designed for staff who design and deliver programs, nonprofit services, grantmaking, and community impact.
  • Global Grantmaking – Discover resources and hear from peers on topics related to effective cross-border grantmaking.

For Legal and Policy Staff:

  • General Legal Counsel – This community is designed for legal counsel at all member organizations. Dive deeper into the unique legal and compliance issues facing foundations.
  • Policy & Advocacy – This community is designed for members interested in policy and advocacy. Share national and state policy actions, ask questions, and facilitate peer-to-peer knowledge sharing with other philanthropic policy and government affairs staff.

For Communications and HR Staff:

  • Communications – Engage with your fellow philanthropic communications strategists to gain valuable resources and tools to help share your foundation’s story and convey the meaningful impact of your work.
  • Human Resources – Participate in peer-to-peer conversations with HR, culture, and talent leaders in philanthropy to discuss best practices and new ideas related to talent management, organizational culture, and other operational functions.

Take advantage of member-exclusive discounts on trainings and capacity-building programs to deepen your learning, including conferences, summits, in-person workshops, and webinars.

  • Apply for Career Pathways, an intensive leadership development program designed for mid- to senior-level career professionals committed to strengthening their practice and building connections within the sector
  • CEOs and staff responsible for HR should consider attending our annual HR Retreat
  • Foundation staff engaged in public policy work should consider attending our annual Public Policy Summit
  • Keep an eye on our Events page to find more opportunities to expand your knowledge

Boost your understanding of sector-specific legal issues and access our regularly updated Legal Compendium and Legal Resources team to stay in the know on legal matters impacting the sector.

The Council often convenes members in working groups, task forces and committees to help inform and shape our work. Recent opportunities include:

Reach out to the Engagement Team to explore ways you can volunteer your expertise. to explore ways you can volunteer your expertise.

Work with our Government Affairs team to build your capacity to advocate on behalf of nonprofits and your community and inform the Council's public policy agenda.

Simplifying the Private Foundation Excise Tax – For decades, the Council has advocated for a simplified version of the excise tax. In December 2019, the private foundation excise tax was modified from the historical two-tiered system to a flat rate of 1.39%. when H.R. 1865 (116th Congress) passed on December 20 and took effect upon President’s signature.

Reach out to our Government Affairs team to learn more to learn more.

Remain up to date on the challenges and opportunities shaping philanthropy and share stories about your organization's impact through exclusive communications, including our members-only e-newsletters.

Grantmaker Salary And Benefits Survey (GSB) - Since 1980, the Council's Grantmaker Salary and Benefits Survey has provided the sector with the most comprehensive data on staff composition and compensation in the United States. Grantmakers rely on this annual report to plan budgets, benchmark personnel policies and practices, determine salary levels for new and existing staff, and more.

Council On Foundations & Commonfund Study Of Investment Of Endowments For Private And Community Foundations (CCSF) Report - The CCSF report is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2020 CCSF studies 260 private and community foundations, representing $115.4 billion in assets. Topics covered include:

  • Returns and investment objectives
  • Asset allocation and responsible investing criteria
  • Responsible investment practices
  • Fund flows, spending, and gifts
  • Resources, management, and governance

Receive personalized support from Council staff on issues ranging from fundamentals of operating a foundation to global grantmaking, as well as access to our members-only grantmaking resources center on cof.org.

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The Council has served corporate philanthropy since 1964. As a national steward of corporate philanthropy over the years, we have fostered networks of grantmakers, produced strategic resources, shared promising practices, and championed the social impact of companies throughout the philanthropic sector. The Council believes corporations can and do serve as active partners with government and civil society in finding new ways to address the profound social and environmental challenges we face.

Convene and engage with grantmakers across the philanthropic sector and your corporate grantmaking peers.

Deepen your knowledge of philanthropy and grow your career through trainings and cohorts.

  • Apply for Career Pathways, an intensive leadership development program designed for mid- to senior-level career professionals committed to strengthening their practice and building connections within the sector
  • Register for our legal training series, Legal Matters for Corporate Foundations

Learn compliance standards, governance, and tax regulations from our Legal Team.

The Council often convenes members in working groups, task forces, and committees to help inform and shape our work. Recent opportunities include:

Reach out to the Engagement Team to explore ways you can volunteer your expertise.

Research, best practices, stewardship principles, and other curated content to increase your impact and efficiency.

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