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As CEO and President, David Daniels leads the Foundation’s philanthropic investments in programs and services that align with its mission, while increasing internal organizational effectiveness in the areas of strategic planning, finance and administration.
Daniels has been with the…
This sample grant close-out form can help you wrap up outstanding grants.
In This Week's Edition of Snapshot
Tax Reform Update: Tax reform faces competing legislative priorities
Move to weaken the Johnson Amendment advances in the House, NASCO speaks out
Kautter confirmed for key Treasury position
IRS takes steps to encourage charitable giving in the wake…
You can send this customizable sample closing letter to grantees upon the conclusion of their grant.
Members, View the Recording
Community Foundations: Gearing up for Year-End
Spend 90 minutes with the Council's legal staff to explore topics associated with year-end. As well, take a moment out to celebrate #CFWeek and gear up for #GivingTuesday!
Topics Include:
Year-end…
Members, View the Recording
Are you a corporate foundation that makes grants internationally? Do you make grants to organizations that are not 501(c)(3) public charities? If so, you will want to learn more about expenditure responsibility and equivalency determinations, and understand…
As you prepare to close out grants, this customizable checklist can help ensure that you've received the appropriate documents from grantees.
Members Access the Recording
Which of the following transactions are generally considered acts of self-dealing between a private foundation and a disqualified person?
Sales, exchanges, or leasing of property
Providing goods, services or facilities
Lending money or other extensions of…