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We are excited to share an inspiring and transformative Diversity, Equity, and Inclusion (DEI) Roundtable Series, tailored specifically for professionals implementing DEI work in the philanthropic sector. Don't miss this opportunity to connect with like-minded professionals, learn new tools and…
We are excited to share an inspiring and transformative Diversity, Equity, and Inclusion (DEI) Roundtable Series, tailored specifically for professionals implementing DEI work in the philanthropic sector. Don't miss this opportunity to connect with like-minded professionals, learn new tools and…
We are excited to share an inspiring and transformative Diversity, Equity, and Inclusion (DEI) Roundtable Series, tailored specifically for professionals implementing DEI work in the philanthropic sector. Don't miss this opportunity to connect with like-minded professionals, learn new tools and…
On May 30, 2014, the Urban Institute’s Center on Nonprofits and Philanthropy conducted a survey of donor-advised funds (DAFs) operated by community foundations. All community foundations with total assets of $5 million or more were invited to take the survey. When the survey closed on June 20, we'd…
This document outlines the basics of component funds, field of interest funds, donor-advised funds, and restrictions around these funds.
What requirements must our foundation follow for substantiating contributions to donor-advised funds?
To claim a charitable, gift or estate tax deduction for any contribution to a donor-advised fund, donors must obtain a contemporaneous written acknowledgement from the sponsoring organization…
In Notice 2007-21, the Treasury Department and IRS requested comments on issues relating to the organization and operation of donor-advised funds and supporting organizations, to be included in a study of these organizations. The resulting report includes a detailed discussion of the legal…
With the pace of change in our world, disruption is a natural state in communities everywhere. Change is the new normal. So how do community foundations, institutions of long-standing tradition that are influential in how communities address change, adapt themselves to the new normal?…
This white paper outlines best practices with proven results that foundations can use to find and create a diverse and inclusive staff and investment advisory team. Readers will learn how to make the business case for more diverse and equitable strategies and link success in this area with…