Training

Scholarship Deep Dive for Community Foundations - August 2027

This workshop will address charitable-class requirements, objective and nondiscriminatory selection criteria, selection committee independence, qualified educational expenses, and potential tax consequences to recipients for scholarships and grants to individuals.

Date & Time

Wednesday, August 25, 2027

1:00 p.m. - 3:00 p.m. ET

Location

Live Virtual Zoom Meeting

Cost

Council Members: $185 per person

Nonmembers: $249 per person

Group Rate for Council Members Only (5+ participants from the same organization): $160 per person

Join the Council’s Legal Resources team to learn about legal requirements for scholarships and other grants to individuals. This workshop will address charitable-class requirements, objective and nondiscriminatory selection criteria, selection committee independence, qualified educational expenses, and potential tax consequences to recipients. Content will also include the special rules for employer-related scholarships, including employment conditions and limits on the percentage of recipients.

Topics Include:

Individual-grant and scholarship requirements
Selection Committee independence and conflicts of interest
Employer-related scholarship rules and limits

Group Rate

Trainings are designed to be taken individually at a personal workstation, not in a group setting. Registration rates are per person. Group rates are for Council Members that send 5+ people from one organization, each person must be registered individually to attend. Email educate@cof.org to register a group.

Cancellation Policy

All registration cancellations must be submitted in writing to educate@cof.org. All cancellation refunds before July 25, will incur a 25% administrative fee per registration. No refunds will be provided after July 25, 2027.