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“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…
Man of many talents, Josh Caldwell is King of Foozball Wizards Chess and is wanted in Bolivia for jaywalking. His famous catchphrase, "Hummanz!" is known throughout the deep southern Hemisphere. In fact, it is the only word used by a tribe of artic penguins to communicate among themselves…
Today, the United States became the first high-income nation to join Kenya, Colombia, Indonesia, and Ghana as pilot countries in the SDG Philanthropy Platform. The global SDG Philanthropy Platform, managed by Rockefeller Philanthropy Advisors, the Foundation Center, and UNDP, brings together…
This member update focused principally on important issues related to foundation financial management and endowment performance.
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.