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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…
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…
This document outlines the basics of component funds, field of interest funds, donor-advised funds, and restrictions around these funds.
Imagine the following scenarios:
A donor advisor has not made a recommendation from a donor-advised fund for two years.
An agency has requested that your community foundation not make a distribution from an agency endowment until the agency requests a distribution at some point in the…
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…
Note
The information below was originally developed by the Finance, Administration & Operations Group (FAOG) Accounting Practices Committee and was last updated Aug. 19, 2010. It was updated in 2025 by the FAOG Accounting Practices Committee, in collaboration with Baker Tilly US, LLP, and…