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OverviewOn November 14, 2023, the U.S. Department of the Treasury (Treasury) and the Internal Revenue Service (IRS) released proposed regulations that would clarify how the Treasury and the IRS interpret rules governing donor advised funds (DAFs) under Section 4966. Specifically, the proposed rule…
This peer learning circle is designed to facilitate connections, build relationships, and foster candid discussion about the rewards and challenges of working to connect and collaborate across differences. Meeting every other month, the peer learning circle provides a supportive environment for…
This peer learning circle is designed to facilitate connections, build relationships, and foster candid discussion about the rewards and challenges of working to connect and collaborate across differences. Meeting every other month, the peer learning circle provides a supportive environment for…
This peer learning circle is designed to facilitate connections, build relationships, and foster candid discussion about the rewards and challenges of working to connect and collaborate across differences. Meeting every other month, the peer learning circle provides a supportive environment for…
This peer learning circle is designed to facilitate connections, build relationships, and foster candid discussion about the rewards and challenges of working to connect and collaborate across differences. Meeting every other month, the peer learning circle provides a supportive environment for…
This handy flowchart can help you determine which funds should be classified as donor-advised under the Pension Protection Act of 2006. Remember, a fund is only a donor-advised fund if:
A donor or person appointed or designated by the donor has, or reasonably expects to have, advisory…
Internal Risk Management for FoundationsIn response to the ongoing changes to the legal and policy landscape, it has become increasingly important for foundations and charitable nonprofits to engage best practices for mitigating their potential legal and operational risks. We worked with outside…
This peer learning circle is designed to facilitate connections, build relationships, and foster candid discussion about the rewards and challenges of working to connect and collaborate across differences. Meeting every other month, the peer learning circle provides a supportive environment for…
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices, and the 2024 CCSF studies 255 private and community foundations representing $104.9 billion in assets. Topics covered include:
Returns and Investment Objectives…
“If I create a fund at the community foundation, can my investment manager still manage the funds?” You may have already come across a donor that asked this question. Such a donor is essentially requesting that the fund they create be invested outside of the foundation’s investment pool(s). While…