Legal Matters for Community Foundations Workshop - Kansas, October 2024
Workshop Hours
- Tuesday, October 15 : 1:00-5:00 p.m. CT
- Wednesday, October 16: 8:00 am-12:00 p.m. CT
Your Faculty
Remy Barnwell
Staff Counsel
Council on Foundations
Rachel Sklar
Staff Counsel
Council on Foundations
Your Hosts
Daniela Rodriguez Ranf
Director, Leadership Development & Training
Council on Foundations
Agenda
Day 1 | Tuesday, October 15 | 1:00-5:00 p.m. CT
Deep Dive into Donor Advised Funds (DAFs)
Topics:
- Permissable Grantees
- Current Law and Basic Rules
- Overview of National DAFs
- Current Landscape and Critisms
- Your Role vs. Donor Expectations
- Expenditure Responsibility
- Regulations and Rules
- Notice 2017-73 Regarding DAFs
- DAF Scenarios for Discussion
New Rules, Regulations, and Developments
Topics:
- Proposed DAF Regulations
- New Facts & Circumstances Regarding DAFs
- Biden Administration 2023 Budget Proposals
- Secure 2.0 Act of 2022
- Proposed Charitable Act
Day 2 | Wednesday, October 16 | 8:00 a.m.-12:00 p.m. CT
Deep Dive: Agency Funds and Geographic Affiliates
Topics:
- Component Funds & Material Restrictions
- Agency Funds
- Geographic Affiliates:
- component fund
- supporting organization
- adminstrative service arrangement
Deep Dive: Grants to Individuals
Topics:
- Private Benefit Doctrine
- Scholarships
- Employer-Related Scholarships
- Employer-Sponsored Assistance Programs
- Disaster Relief Funds
- Community Harship & Disaster Relief Funds
Resources
An Overview of the Law Governing Community Foundations
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:
- FAQ: Donor-Advised Fund
- DAF Recommendations: Strengthening Community Philanthropy Ad Hoc Working Group
- Webinar Recording: Digesting Proposed DAF Regulations
- 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?
- What is Expenditure Responsibility?
- Grants to Organizations from Donor Advised Funds: Is Expenditure Responsibility Required?
- Donor Advised Fund Flowchart
- Legal Questions about Global Grantmaking and Expenditure Responsibility
- Strengthening Community Philanthropy: Recommendations from Your Sector Colleagues
Donor Initiated Fundraising:
Supporting Organizations:
Scholarships:
- Scholarships: Part of Mastering Foundation Law
- Scholarships FAQs
- Sample Documents for Scholarship Funds
- Scholarship Funds and PPA Compliance
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:
