Legal Matters for Community Foundations - Charlotte, NC - CANCELLED

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

Date & Time

ET to


Foundation For The Carolinas
220 North Tryon Street
Charlotte, NC 28202


Council Members = $149
Nonmembers = $249

This event is canceled due to the COVID-19 outbreak. We will work to find an alternate date to offer the course, subject to the containment of COVID-19 and ability to travel.


Led by the Council on Foundations Legal Team and Brad Ward, Lead Straegist of Community Philanthropy, 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, while Brad will deliver on the most pressing issues and topics in the community foundation field.

Throughout the day, sessions will be curated with the help of insight gleaned from the Council's top-notch legal team that interacts with nearly 2,000 foundation leaders each year, as well as trends spotted by our broader team, including the National Standards for U.S. Community Foundations, a supporting organization of the Council.

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 unlocking the truth to effective management and leadership of a community foundation.

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


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.

8:30-9:00 a.m. — Registration and Networking

9:00-10:00 a.m. — General Overview of New Rules and Developments for Community Foundations
Our legal team will discuss any new rules or regulations that have become effective this year, as well as some of the new tax regulations from Congress and how these may affect community foundations.

10:00-11:45 a.m. — Session 1
Deep dive into pressing topics and issues identified by attendees. For example, past topics have included DAFs, scholarships, giving circles, and agency funds.

12:00-1:00 p.m. — Working Lunch with Trends and Challenges of the FIeld 

1:15-2:30 p.m. — Session 2
Deep dive into pressing topics and issues identified by attendees. For example, past topics have included fund type, administration fees, corporate donors, and grantmaking in economic development.

2:45-3:30 p.m. — Session 3
ssues can range from specific topics to staff and administrative, technical or general, and 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


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