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The Council's Board of Directors released this guidance memorandum in March 2010 and strongly recommends that when reviewing and approving foundation investment policies and procedures practices, all foundations—private and public—consider these best practices in foundation investment management.
Hotel & Travel Information
Hilton Anatole
2201 N. Stemmons Freeway
Dallas, TX 75207
All conference events will take place at the Hilton Anatole unless otherwise noted.
Room Rates
Single/Double occupancy = $249.00/night plus local taxes and fees
Triple occupancy = $269.00/night plus…
Sustainability
The Council is taking measures to increase sustainable practices and provide a sustainable experience throughout the conference.
Conference Host City
In 2012, the Office of Environmental Quality developed Dallas’ first Sustainability Plan, which is continually updated to…
Practice 1. The board (and investment committee and staff, if any) of a foundation should understand and fulfill their respective fiduciary responsibilities and duties under applicable law and the governing documents of the foundation and stay informed regarding any relevant changes in law, duties…
This daylong seminar, designed for foundation trustees, staff and accountants, reviews the private foundation tax form line by line.
By Susan E. Budak and Susan N. Gary
The widespread adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) across the country has already been of great help to charities, in part because the financial markets collapsed just months after the uniform act was approved. Most,…
News from the Hill
Voter Perceptions of the Charitable Sector
This week, the Council joined partners Independent Sector and the Alliance for Charitable Reform/Philanthropy Roundtable for a breakfast in cooperation with the House Philanthropy Caucus. We were excited that Congresswoman Debbie…
This memorandum considers whether adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) requires changes to existing guidance regarding the reporting and classification of assets held by community foundations. Current guidance is incorporated in a 1997 memorandum, Report on…
Three days of interactive learning on innovative strategies and fundamentals in philanthropy. More information will be available at exponentphilanthropy.org in early 2017.