Legal Matters for Community Foundations Workshop - August 2023
Workshop Hours
- Wednesday, August 16: 1:00-4:30 p.m. ET
- Thursday, August 17: 1:00-4:30 p.m. ET
Your Faculty
Ben McDearmon
Director, Legal Resources
Council on Foundations
Remy Barnwell
Staff Counsel
Council on Foundations
Your Hosts
Jill Gordon
Manager, Training
Council on Foundations
Caroline Healey
Associate, Leadership and Training
Council on Foundations
Agenda
Day 1 | Wednesday, August 16 | 1:00-4:30 p.m. ET
General Overview of New Rules, Regulations, and Developments for Community Foundations
Discuss latest new rules and regulations affecting community foundations.
Topics:
- Post-graduation scholarships
- H.R. 3988 (universal deduction)
- CARES Act
- Updated Charity Act
- Tax Deductibility
- UPMIFA
- Other Announcements
Most Common Legal Complexities Facing Community Foundations
Assessing the most common inquiries from the field nationally, delve into pressing subjects and issues such as DAFs, scholarships, giving circles and agency funds.
Topics:
- Permissible Grantees
- Current law and basic rules
- Overview of National DAFs
- Current landscape and criticisms
- Your role vs. donor expectations
- Expenditure Responsibility
- What regulations or rules might we expect?
- Notice 2017-73 regarding DAFs
Day 2 | Thursday, August 17 | 1:00-4:30 p.m. ET
Deep Dive: Grants to Individuals – Scholarships
Deep Dive: Corporate Funds, Hardship Assistance, and Disaster Relief
- Corporate advised funds and DAFs
- Grants to Small Businesses and Employees
- Hardship assistance and scholarship funds
- Publication 3833—Disaster Relief Funds
Deep Dive: Most Common Legal Complexities Facing Community Foundations
- Agency Funds, Agreements, and Geographic Affiliates
- Agency funds and designated funds
- Fund Agreements: Variance power, etc.
- Choosing to work with Advisory Boards
- Options for terminating relationships
- Geographic Affiliates
JamBoard
Resources
Day 1
Post-Graduation Scholarships & Workforce Development:
- Public Policy Analysis: Post Graduation Scholarships
- Webinar Recording: Post-Graduation Scholarships: What Are They and How Can You Use Them?
- Webinar Recording: Community Foundation Scholarship Programs: From A to Z
Charitable Deductions:
Cemetery Funds:
DAFs:
- What is Expenditure Responsibility?
- Grants to Organizations from Donor Advised Funds: Is Expenditure Responsibility Required?
- Webinar Recording: Lunch with Legal Counsel: Private Foundations and DAFs
- DAFs: Appointed or Designated Advisors and Their Advisory Privilege
- Guidance for Donor Advised Funds, Supporting Organizations, and Employer Disaster Funds
- Can My Foundation Fund Legal Aid for Individuals?
- Legal Questions about Global Grantmaking and Expenditure Responsibility
- Strengthening Community Philanthropy: Recommendations from Your Sector Colleagues
Day 2
Donor Initiated Fundraising:
Scholarships:
Corporate Sponsored Scholarships and Hardship Funds:
- Establishing a Scholarship Fund for Corporate Employees
- Disaster Assistance and Emergency Hardship Funds: Charitable Assistance for Individuals and Communities
- Webinar Recording: When Corporations Come Knocking – Working with Corporate Donors and Employer-Related Funds
Geographic Affiliates:
