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.

 

Speakers

Questions?

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Sign up to get our Corporate Philanthropy updates and newsletters.

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Created by community foundations over 70 years ago, the Council on Foundations remains the largest network of community foundations in the country. We are proud to continue to provide a wide range of services and support to further the missions of community foundations of all shapes and sizes.

Community Foundation leaders, staff, board members, and others wanting to learn more can exchange ideas, perspectives, and information about the issues that matter most to them – and to the philanthropic sector as a whole – on the Philanthropy Exchange.

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  • Scholarships Exchange  - Learn and share scholarship policies, processes, and opportunities with peers, and see how scholarships can play an impactful role in giving.
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Council on Foundations - Commonfund Study of Investment of Endowments for Private and Community Foundations (CCSF)

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  • Returns and Investment Objectives
  • Asset Allocation and Responsible Investing Criteria
  • Responsible Investment Practices
  • Fund Flows, Spending and Gifts
  • Resources, Management and Governance

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Sign up to get our Community Foundation updates and newsletters.

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Community Foundations

Created by community foundations over 70 years ago, the Council on Foundations remains the largest network of community foundations in the country. We are proud to continue to provide a wide range of services and support to further the missions of community foundations of all shapes and sizes.

Corporate Philanthropy

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Private Foundations

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Public Grantmaking Charities

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Our Programs & Initiatives

Programs

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

Initiatives

Council initiatives are short-term or timebound activities that help advance our mission, vision, and strategic direction.

Questions?

Connect with Council Staff

Career Pathways

A leadership program that accelerates the careers of diverse professionals in the philanthropy sector. Graduates of the program will deepen their expertise, expand their networks, and hone their leadership skills to advance the field.

Council Awards

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Global Philanthropy

The Council is actively working to build connections among U.S. and global foundations that are addressing problems and advancing change around the world.

National Standards for U.S. Community Foundations™

Developed in the spirit of accountability, transparency, and continuous self-improvement, National Standards for U.S. Community Foundation are philanthropy's most rigorous standards—evidence that community foundations seek excellence for their communities and donors.

Other Council Services & Initiatives

Foundation-Specific Programs & Services Initiatives

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.

Council Initiatives

Council initiatives are short-term or timebound activities that help advance our mission, vision, and strategic direction.

Chairs

David Cicilline
President and CEO 
Rhode Island Foundation 

Michelle Asha Cooper
Vice President for Public Policy
Lumina Foundation 

Members

Regina Bell 
Chief Policy Officer 
Council of Michigan Foundations 

Rakim Brooks
Senior Vice President and General Counsel
Freedom Together Foundation

Andrew Dunckelman
Deputy Director, Philanthropic Partnerships
Gates Foundation 

Sally Ehrenfried 
Principal, Government Relations 
Blackbaud, Inc. 

Seyron Foo  
Senior Program Officer, Homelessness 
Conrad N. Hilton Foundation 

Joshua Gibb 
President and CEO 
Galesburg Community Foundation 

Danielle Goonan 
Vice President, U.S. Economic Opportunity
The Rockefeller Foundation

Dan Kildee
President and CEO
Community Foundation of Greater Flint 

Dr. Janet Lopez 
Senior Director of Policy, Partnerships & Learning 
The Denver Foundation 

Geraldine Mannion 
Director, Strengthening Democracy Program and Special Opportunities Fund 
Carnegie Corporation of New York 

Gil Nusbaum 
Chief Administrative and Legal Officer
National Philanthropic Trust 

Isaiah M. Oliver 
President and CEO 
The Community Foundation for Northeast Florida 

Shelly O'Quinn 
President & CEO
Innovia 

Mason Rummel 
President & CEO 
James Graham Brown Foundation 

Lauren Supina
Senior Director
The Pew Charitable Trusts

Joseph Villela
Director of Government Affairs
California Wellness Foundation 

Ridgeway White
President and CEO
Charles Stewart Mott Foundation

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