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After a request by a CF Insights member seeking information about the operation of Women's Funds at community foundation, a survey was created and administered to a subset of potential respondents. This short, eight-question survey collected some high-level information about fees pricing, revenue…
Building Common Ground in Private and Corporate Philanthropy
Foundation leaders are key levers of change: uniquely positioned to advance change in their organizations, their communities and the broader field. The Council is excited to offer this program to provide support to leaders who…
What is an agency endowment?
What types of organization can establish an agency endowment at a community foundation?
When a public charity establishes an agency endowment at a community foundation, which organization owns the contributed funds?
Since the agency is releasing legal…
Building Common Ground in Community Philanthropy
Foundation leaders are key levers of change: uniquely positioned to advance change in their organizations, their communities and the broader field. The Council is excited to offer this program to provide support to leaders who are relatively…
Community foundations have one thing in common: When it comes to administrative fee structures, no two are alike. While there's no one right answer, it's important to review and compare your foundation’s fee structure to other foundations of comparable size. Many community foundations are doing…
A guide to legal basics for foundation leaders covering: tax on investment income, self-dealing, payout requirements, excess business holdings, jeopardy investment rules, taxable expenditures, intermediate sanctions, reasonable compensation, and grants to non-charities.
Historical background of non-component and donor-directed funds.
This document outlines the basics of component funds, field of interest funds, donor-advised funds, and restrictions around these funds.
In 2013, Merede Graham of the Namaste Foundation offered her perspective about how generational succession shaped her family foundation.
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My parents started our family foundation with the intent of providing their children with opportunities to build confidence and skills to serve…