Donor Advised Funds https://cof.org/ en FAQ: Donor-Advised Fund https://cof.org/content/faq-donor-advised-fund <span class="field field--name-title field--type-string field--label-hidden">FAQ: Donor-Advised Fund </span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/council-webteam" typeof="schema:Person" property="schema:name" datatype="">council-webteam</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 06/02/2014 - 15:43</span> <div class="article-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="extra-field-blocknodeprovus-articlecontent-moderation-control block block-layout-builder block-extra-field-blocknodeprovus-articlecontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeprovus-articletitle block block-layout-builder block-field-blocknodeprovus-articletitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">FAQ: Donor-Advised Fund </h1> </div> </div> <div class="field-blocknodeprovus-articlebody block block-layout-builder block-field-blocknodeprovus-articlebody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>The Pension Protection Act of 2006 includes the first comprehensive regulation of donor-advised funds. These requirements generally took effect at the beginning of the tax year following enactment of the Act, for charities that hold assets in such funds. However, a provision barring the payment from donor-advised funds of grants, compensation, and similar payments to donors, advisors, and persons related to them took effect immediately on August 17, 2006. Understanding the definition of a donor-advised fund also is important to the implementation of the Act’s charitable <a href="/content/analysis-ira-charitable-rollover-extension">IRA rollover provision</a> because rollovers are not permitted into donor-advised funds.</p> <p><strong>What is a donor-advised fund? </strong><br /> A fund must possess three characteristics to be a donor-advised fund:</p> <ul><li>It must be separately identified with reference to the contribution of a donor or donors</li> <li>It must be owned and controlled by a sponsoring organization</li> <li>The donor or a person appointed by the donor must have, or must reasonably expect to have, the privilege of providing advice with respect to the fund’s investments or distributions</li> </ul><p>If any one of these characteristics is absent, the fund is not a donor-advised fund.</p> <p><strong>What does it mean for a fund to be separately identified with reference to the contribution of a donor or donors? </strong><br /> Examples of separate identification include naming the fund after a donor or persons related to the donor or tracking contributions to the fund with respect to the specific donor or donors on the organization’s books.</p> <p><strong>Are funds for a single designated organization or a single governmental entity donor-advised? </strong><br /> No. These funds are exempted by the legislation even if a donor provides advice with respect to investments or distributions. This exemption covers both designated funds and agency endowments.</p> <p><strong>Are field-of-interest funds donor-advised? </strong><br /> Funds that attract contributions from several donors are not donor-advised as long as the fund is not tracked with reference to the gift of any particular donor. This remains the case even if the fund is advised by an advisory committee that includes some donors to the fund.</p> <p><strong>Is any fund with a specific charitable purpose a field-of-interest fund? </strong><br /> No. A fund that is tracked by the gift of a particular donor is a donor-advised fund if the donor reasonably expects to provide advice about the fund’s investments or distributions, even if the fund agreement restricts grants to a particular purpose, such as supporting the arts or improving the environment.</p> <p><strong>I have a donor who would like to create a restricted fund to protect the environment. Apart from specifying the fund’s purpose in the gift agreement, the donor will not provide advice about the fund’s investments or distributions nor will she appoint anyone else to do so. Does specifying the fund’s purpose make it a donor-advised fund? </strong><br /> No. Even though the fund will be tracked by reference to the donor’s gift, the legislative history clearly differentiates between advisory privileges and legal obligations. Legal restrictions, such as a designated purpose, are not advice and will not make the fund a donor-advised fund.</p> <p><strong>A donor would like to create a fund, to be named for the donor, to benefit arts organizations. The donor would like to recommend three individuals with expertise in the arts to serve as an advisory committee to the fund. Is this a donor-advised fund? </strong><br /> No. As long as the donor only recommends the individuals, and they are persons with expertise that can be documented, the donor will not be considered to have designated or appointed them. Therefore, the fund is not donor-advised.</p> <p><strong>Are funds, such as those for giving circles or Social Venture Partners, which are established by groups of unrelated donors, donor-advised funds? </strong><br /> No. As in the case of field-of-interest funds, these funds pool the contributions of several unrelated donors, the funds are not tracked by reference to the gift of any individual member of the group, and grant recommendations are a group decision. These funds are not donor-advised.</p> <p><strong>Memorial funds usually have many donors. Are they donor-advised? </strong><br /> A memorial fund generally is a separate fund tracked by reference to the decedent. Although the decedent is not a donor, the legislative history makes clear that contributions by related persons, such as the decedent’s spouse or a child, can constitute a fund that is separately identified by the contribution or a donor or donors. If the fund is one for which family members of the decedent will provide advice, the fund should be treated as a donor-advised fund even though it has multiple contributors unless it is otherwise exempt because it is, for example, an exempt scholarship fund or a fund designated for a single charitable organization.</p> <p><strong>Are scholarship funds donor-advised if a donor is a member of the selection committee? </strong><br /> A scholarship fund is not a donor-advised fund, even if a donor or fund advisor is a member of the selection committee, if it meets the following tests:</p> <ul><li>The sponsoring organization appoints all of the members of the committee and the donor’s advice is given solely as a member of the committee;</li> <li>The donor, and parties related to the donor, do not control the committee directly or indirectly; and</li> <li>All grants are awarded on an objective and nondiscriminatory bases using a procedure that has been approved in advance by the board of directors of the sponsoring organization and the procedure is designed to ensure that all such grants meet the requirements of paragraphs (1), (2), or (3) of section 4945.</li> </ul><p><strong>What are the requirements of paragraphs (1), (2), or (3) of section 4945? </strong><br /> Grants to individuals for travel, study, or similar purposes must fit into one of three categories:</p> <ul><li>Paragraph (1) allows grants that are qualified scholarships and fellowships. These are scholarships that pay for tuition, books, room, and board, and so forth.</li> <li>Paragraph (2) sanctions grants that are prizes or awards. The recipient must be chosen from the general public, without any action to enter a contest or proceeding, and must not be required to provide services as a consequence of receiving the award.</li> <li>Paragraph (3) permits grants to achieve a specific objective, produce a report or other similar product, or improve or enhance a literary, artistic, musical, scientific, testing or other similar capacity, skill, or talent of the grantee. This is the broadest category and covers, for example, awards to artists to create works of art and scholarships that do not fit under paragraph (1).</li> </ul><p><strong>Can the donor recommend the other members of a scholarship selection committee? </strong><br /> Yes, as long as it is clear that the recommendation is based on objective criteria related to the expertise of the person recommended. As an example, the legislative history states that if a donor recommends the heads of the science departments at local secondary schools to be on a committee to award grants for the advancement of science at those schools, the persons so recommended will not be considered to be designated or appointed by the donor.</p> <p><strong><a href="/content/scholarship-funds-and-ppa-compliance">Learn more about Scholarship Funds and PPA Compliance.</a></strong></p> <p><strong>The donor’s attorney is among those she has recommended for the selection committee. May the community foundation appoint the attorney? </strong><br /> Yes, the attorney can be a member of the selection committee, but the attorney must be considered to be appointed or designated by the donor in determining whether the donor and parties related to her control the committee.</p> <p><strong>Are funds that provide disaster relief or emergency hardship grants to individuals donor advised? </strong><br /> They are not donor-advised if the donor does not sit on or designate the members of the advisory committee. We believe funds that provide assistance to employees of a particular employer and that are advised by employee committees should be exempt from the donor-advised rules, but the Treasury Department has not issued any guidance and the Secretary of the Treasury has not yet exempted such funds.</p> <p>Disclaimer: The information provided here is based on our continuing analysis of the law. Every effort has been made to ensure accuracy of this information. Please understand, however, that due to the complexity of the law and the fact that many of these provisions introduce issues that are new to the Internal Revenue Code, this information is subject to change. This information is not a substitute for expert legal, tax, or other professional advice and we strongly encourage grantmakers and donors to work with their counsel to determine the impact of this legislation on their particular situations. This information may not be relied upon for the purposes of avoiding any penalties that may be imposed under the Internal Revenue Code.</p> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img src="/themes/custom/cof/images/icons/social-icon-twitter.png" border="0" alt="Share on Twitter" width="15" height="12" /></a><a href="#" class="a2a_button_linkedin"><img src="/themes/custom/cof/images/icons/social-icon-linkedin.png" border="0" alt="Share on LinkedIn" width="14" height="14" /></a><a class="a2a_dd" href="https://www.addtoany.com/share"><img src="/themes/custom/cof/images/icons/social-icon-sharethis.png" border="0" alt="Share on all" width="14" height="14" /></a></span></span> </div> </div> <div class="field-blocknodeprovus-articlefield-term-by-topic block block-layout-builder block-field-blocknodeprovus-articlefield-term-by-topic"> <div class="content"> <div class="field field--name-field-term-by-topic field--type-entity-reference field--label-hidden field__items"> <div class="field__item">Donor Advised Funds</div> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Mon, 02 Jun 2014 19:43:49 +0000 council-webteam 1608 at https://cof.org Engaging Donor Advised Funds in Impact Investing https://cof.org/content/engaging-donor-advised-funds-impact-investing <span class="field field--name-title field--type-string field--label-hidden">Engaging Donor Advised Funds in Impact Investing</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/council-webteam" typeof="schema:Person" property="schema:name" datatype="">council-webteam</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 11/16/2013 - 17:45</span> <div class="article-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="extra-field-blocknodeprovus-articlecontent-moderation-control block block-layout-builder block-extra-field-blocknodeprovus-articlecontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeprovus-articletitle block block-layout-builder block-field-blocknodeprovus-articletitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Engaging Donor Advised Funds in Impact Investing</h1> </div> </div> <div class="field-blocknodeprovus-articlebody block block-layout-builder block-field-blocknodeprovus-articlebody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h3 class="subtitle">A Toolkit for Community Foundations</h3> <p>“Impact investing” is the practice of investing for social and environmental impact while generating financial return. For community foundations, impact investing represents a new, complementary tool for achieving community change. Community foundations are poised to take advantage of this practice being increasingly embraced by a variety of investors leveraging their unique role in community.<br /><br /> We are pleased to share a practical toolkit for community foundations looking to engage their donors in an impact investment program. Developed by <a href="http://www.imprintcap.com/" target="_blank">Imprint Capital</a> in partnership with <a href="http://www.gcfdn.org/" target="_blank">The Greater Cincinnati Foundation</a>, the toolkit outlines the entire process—from feasibility through implementation—to help a community foundation incorporate donor-advised funds (DAF) into their programs. Thanks to a generous grant from <a href="http://www.rockefellerfoundation.org/" target="_blank">The Rockefeller Foundation</a>, Imprint was able to test the concept with four community foundations fom 2010 to 2012 and identify multiple approaches to operating a DAF impact investment program.<br /><br /> "Engaging Donor Advised Funds in Impact Investing: A Toolkit for Community Foundations" includes an overview of a DAF program, frequently asked questions, an impact investment policy statement, a donor engagement kit that includes marketing and presentation materials, webinar presentations, and general resources on impact investing.</p> <h3>Toolkit</h3> <ul class="fancy_list orange"><li><a href="/sites/default/files/documents/files/CommFdnsDAFmodelswebinar.pdf" target="_blank">Webinar Presentation: Models and How to Get Started (.pdf)</a></li> <li><a href="/sites/default/files/documents/files/DAFImpactInvestingWebinar090811-AccessingFeasiblity.pdf" target="_blank">Webinar Presentation: Assessing Feasibility (.pdf)</a></li> <li>Webinar Presentation: Including Donor-Advised Funds in Impact Investing <ul><li><a href="/sites/default/files/documents/files/DAFImpactInvestingWebinar050812.pdf">Slide Deck</a> (.pdf)</li> <li><a href="https://www.youtube.com/watch?v=v-lLb8a9aiQ&amp;list=UUwcN4f31Fe1TTouDCr3VzGQ">Recording</a></li> </ul></li> <li><a href="/sites/default/files/documents/files/Community_Fdn_Investment_Policy.doc">Sample Community Foundation Impact Investment Policy (.doc)</a></li> <li><a href="/sites/default/files/documents/files/Community_Fdn_Sector_Tear_Sheet.doc">Sample Impact Sector Tear Sheet (.doc)</a></li> <li><a href="/sites/default/files/documents/files/Community_Fdn_DEAL_Marketing_DAF.doc">Sample Impact Investment Opportunity Description (.doc)</a></li> <li><a href="/sites/default/files/documents/files/Community_Fdn_Deal_Descriptions.doc">Sample Impact Investment Descriptions (.doc)</a></li> <li><a href="/sites/default/files/documents/files/Impact_Investing_Team_Qualifications.doc">Sample Impact Investing Team Qualifications (.doc)</a></li> </ul><h3>Resources</h3> <p><u>Websites</u></p> <ul class="fancy_list orange"><li><a href="http://www.thegiin.org">Global Impact Investment Network</a></li> <li><a href="http://www.missioninvestors.org">Mission Investors Exchange</a></li> </ul><p><u>Reports</u></p> <ul class="fancy_list orange"><li><a href="https://www.cdfifund.gov/sites/cdfi/files/documents/equity-advancing-equity.pdf" target="_blank">Blueprint Research &amp; Design and GPS Capital Partners, “Equity Advancing Equity” (September 2009)</a></li> <li><a href="https://thegiin.org/research/publication/investing-for-impact-case-studies-across-asset-classes" target="_blank">Bridges Ventures, GIIN and The Parthenon Group, “Investing for Impact: Case Studies Across Asset Classes” (2011)</a></li> <li><a href="https://www.fsg.org/resource/aggregating-impact/" target="_blank">FSG Social Impact Advisors, “Aggregating Impact: A Funders’ Guide to Mission Investment Intermediaries (2007)</a></li> <li><a href="https://www.fsg.org/resource/maximizing-impact/" target="_blank">FSG Social Impact Advisors, “Maximizing Impact: An Integrated Strategy for Grantmaking and Mission Investing in Climate Change” (May 2010)</a></li> <li><a href="https://www.fsg.org/resource/compounding-impact/" target="_blank">FSG Social Impact Advisors, “Compounding Impact: Mission Investing by U.S. Foundations” (March 2007)</a></li> <li><a href="http://gih.org/usr_doc/GIH_Guide_to_Impact_Investing_FINAL_May_2011.pdf" target="_blank">Grantmakers in Health, “Guide to Impact Investing” (May 2011)</a></li> <li><a href="https://thegiin.org/research/publication/investing-for-social-and-environmental-impact" target="_blank">Monitor Institute, “Investing for Social and Environmental Impact” (2009)</a></li> <li><a href="http://www.ssireview.org/articles/entry/qa_roundtable_on_impact_investing" target="_blank">Stanford Social Innovation Review, “Roundtable on Impact Investing” (Winter 2012)</a></li> </ul></div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img src="/themes/custom/cof/images/icons/social-icon-twitter.png" border="0" alt="Share on Twitter" width="15" height="12" /></a><a href="#" class="a2a_button_linkedin"><img src="/themes/custom/cof/images/icons/social-icon-linkedin.png" border="0" alt="Share on LinkedIn" width="14" height="14" /></a><a class="a2a_dd" href="https://www.addtoany.com/share"><img src="/themes/custom/cof/images/icons/social-icon-sharethis.png" border="0" alt="Share on all" width="14" height="14" /></a></span></span> </div> </div> <div class="field-blocknodeprovus-articlefield-term-by-topic block block-layout-builder block-field-blocknodeprovus-articlefield-term-by-topic"> <div class="content"> <div class="field field--name-field-term-by-topic field--type-entity-reference field--label-hidden field__items"> <div class="field__item">Donor Advised Funds</div> <div class="field__item">Endowments &amp; Investing</div> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Sat, 16 Nov 2013 22:45:23 +0000 council-webteam 1140 at https://cof.org Donor-Advised Fund Flowchart https://cof.org/content/donor-advised-fund-flowchart <span class="field field--name-title field--type-string field--label-hidden">Donor-Advised Fund Flowchart</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/council-webteam" typeof="schema:Person" property="schema:name" datatype="">council-webteam</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 11/11/2013 - 16:13</span> <div class="article-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="extra-field-blocknodedocumentcontent-moderation-control block block-layout-builder block-extra-field-blocknodedocumentcontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodedocumenttitle block block-layout-builder block-field-blocknodedocumenttitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Donor-Advised Fund Flowchart</h1> </div> </div> <div class="field-blocknodedocumentbody block block-layout-builder block-field-blocknodedocumentbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>This handy flowchart can help you determine which funds should be classified as donor-advised under the Pension Protection Act of 2006. Remember, a fund is only a donor-advised fund if:</p> <ul class="normal_list"><li>A donor or person appointed or designated by the donor has, or reasonably expects to have, advisory privileges with respect to distributions or investments;</li> <li>The fund is separately identified by reference to contributions of donor(s); and</li> <li>The fund does not fall within an exception established by the Act.</li> </ul></div> </div> </div> </div> </div> </div></div><div class="article-body-wrapper document-download"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentdocument-files block-provus-basic-text block block-fixed-block-content block-fixed-block-contentdocument-files"> <h2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Download Document</div> </h2> </div> <div class="field-blocknodedocumentfield-files block block-layout-builder block-field-blocknodedocumentfield-files"> <div class="content"> <div class="field field--name-field-files field--type-file field--label-hidden field__items"> <div class="field__item"> <span class="file file--mime-application-pdf file--application-pdf"> <a href="/sites/default/files/documents/files/Is_the_Fund_DAF_-FLOWCHART.pdf" type="application/pdf" title="Is_the_Fund_DAF_-FLOWCHART.pdf">Donor Advised Fund Flowchart</a></span> </div> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Mon, 11 Nov 2013 21:13:17 +0000 council-webteam 1050 at https://cof.org Virtual Meet-Up: Community Foundation Donor Services - October 2024 https://cof.org/event/virtual-meet-community-foundation-donor-services-october-2024 <span class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - October 2024</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/melissanolancoforg" typeof="schema:Person" property="schema:name" datatype="" content="melissa.nolan@cof.org">melissa.nolan@…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 01/16/2024 - 15:48</span> <div class="article-body-wrapper event-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-lg-7 col-md-7 col-12"> <div class="extra-field-blocknodeeventcontent-moderation-control block block-layout-builder block-extra-field-blocknodeeventcontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeeventfield-event-type-list block block-layout-builder block-field-blocknodeeventfield-event-type-list"> <div class="content"> <div class="peer-event field field--name-field-event-type-list field--type-list-string field--label-hidden field__item">Peer Event</div> </div> </div> <div class="field-blocknodeeventtitle block block-layout-builder block-field-blocknodeeventtitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - October 2024</h1> </div> </div> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item">Join this interactive and informal virtual meet-up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. </div> </div> </div> <div class="field-blocknodeeventfield-event-reg-url block block-layout-builder block-field-blocknodeeventfield-event-reg-url"> <div class="content"> <div class="field field--name-field-event-reg-url field--type-link field--label-hidden field__item"><a href="https://account.cof.org/NC__Event?id=a0l6S00000s7ReVQAU">Register now</a></div> </div> </div> </div> <div class="col-lg-5 col-md-5 col-12"> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Join this discussion for peer-led insights to gain knowledge and inspiration from your peers in the field. Topic will be announced!   </p> <p>Don't miss this opportunity to connect, collaborate, and learn from fellow professionals in the philanthropic advising and donor stewardship space. Register today to secure your spot and take away valuable insights to enhance your donor relationships.</p> <hr /><p>To learn more about how you can connect with peers in the field, we encourage you to join the <a href="https://exchange.cof.org/home">Philanthropy Exchange</a>, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.  </p> </div> </div> </div> <div class="field-blocknodeeventfield-paragraph-speakers block block-layout-builder block-field-blocknodeeventfield-paragraph-speakers"> <h2 class="visually-hidden">Speakers</h2> <div class="content"> <div class='field--name-field-paragraph-speakers speaker'><h2>Peer Discussion Leads</h2></div> <div class="field field--name-field-paragraph-speakers field--type-entity-reference-revisions field--label-above speaker speakers"> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18504" role="article" about="/person/cathy-cooney" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/cathy-cooney"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Cathy-Cooney.jpg?h=fbf7a813&amp;itok=-bNOn5Bl" width="250" height="250" alt="Cathy Cooney" title="Cathy Cooney" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/cathy-cooney"><span class="field field--name-title field--type-string field--label-hidden">Cathy Cooney</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director, Donor Services</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Montana Community Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18507" role="article" about="/person/lauren-hough" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/lauren-hough"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Lauren-Hough.jpg?h=b4e301e9&amp;itok=30iXnunr" width="250" height="250" alt="Lauren Hough" title="Lauren Hough" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/lauren-hough"><span class="field field--name-title field--type-string field--label-hidden">Lauren Hough</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Manager, Donor Services</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">The San Diego Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img src="/themes/custom/cof/images/icons/social-icon-twitter.png" border="0" alt="Share on Twitter" width="15" height="12" /></a><a href="#" class="a2a_button_linkedin"><img src="/themes/custom/cof/images/icons/social-icon-linkedin.png" border="0" alt="Share on LinkedIn" width="14" height="14" /></a><a class="a2a_dd" href="https://www.addtoany.com/share"><img src="/themes/custom/cof/images/icons/social-icon-sharethis.png" border="0" alt="Share on all" width="14" height="14" /></a></span></span> </div> </div> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Tue, 16 Jan 2024 20:48:03 +0000 melissa.nolan@cof.org 17350 at https://cof.org Virtual Meet-Up: Community Foundation Donor Services - August 2024 https://cof.org/event/virtual-meet-community-foundation-donor-services-august-2024 <span class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - August 2024</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/melissanolancoforg" typeof="schema:Person" property="schema:name" datatype="" content="melissa.nolan@cof.org">melissa.nolan@…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 01/16/2024 - 15:25</span> <div class="article-body-wrapper event-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-lg-7 col-md-7 col-12"> <div class="extra-field-blocknodeeventcontent-moderation-control block block-layout-builder block-extra-field-blocknodeeventcontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeeventfield-event-type-list block block-layout-builder block-field-blocknodeeventfield-event-type-list"> <div class="content"> <div class="peer-event field field--name-field-event-type-list field--type-list-string field--label-hidden field__item">Peer Event</div> </div> </div> <div class="field-blocknodeeventtitle block block-layout-builder block-field-blocknodeeventtitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - August 2024</h1> </div> </div> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item">Join this interactive and informal virtual meet-up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. </div> </div> </div> <div class="field-blocknodeeventfield-event-reg-url block block-layout-builder block-field-blocknodeeventfield-event-reg-url"> <div class="content"> <div class="field field--name-field-event-reg-url field--type-link field--label-hidden field__item"><a href="https://account.cof.org/NC__Event?id=a0l6S00000s7ReQQAU">Register now</a></div> </div> </div> </div> <div class="col-lg-5 col-md-5 col-12"> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Join this discussion for peer-led insights to gain knowledge and inspiration from your peers in the field. Topic will be announced!   </p> <p>Don't miss this opportunity to connect, collaborate, and learn from fellow professionals in the philanthropic advising and donor stewardship space. Register today to secure your spot and take away valuable insights to enhance your donor relationships. </p> <hr /><p>To learn more about how you can connect with peers in the field, we encourage you to join the <a href="https://exchange.cof.org/home">Philanthropy Exchange</a>, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.  </p> </div> </div> </div> <div class="field-blocknodeeventfield-paragraph-speakers block block-layout-builder block-field-blocknodeeventfield-paragraph-speakers"> <h2 class="visually-hidden">Speakers</h2> <div class="content"> <div class='field--name-field-paragraph-speakers speaker'><h2>Peer Discussion Leads</h2></div> <div class="field field--name-field-paragraph-speakers field--type-entity-reference-revisions field--label-above speaker speakers"> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18504" role="article" about="/person/cathy-cooney" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/cathy-cooney"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Cathy-Cooney.jpg?h=fbf7a813&amp;itok=-bNOn5Bl" width="250" height="250" alt="Cathy Cooney" title="Cathy Cooney" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/cathy-cooney"><span class="field field--name-title field--type-string field--label-hidden">Cathy Cooney</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director, Donor Services</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Montana Community Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18508" role="article" about="/person/pauline-martinson" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/pauline-martinson"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Pauline-Martinson.jpg?h=b4e301e9&amp;itok=askyPrrZ" width="250" height="250" alt="Pauline Martinson" title="Pauline Martinson" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/pauline-martinson"><span class="field field--name-title field--type-string field--label-hidden">Pauline Martinson</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director, Philanthropy Advisor</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">The San Diego Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img src="/themes/custom/cof/images/icons/social-icon-twitter.png" border="0" alt="Share on Twitter" width="15" height="12" /></a><a href="#" class="a2a_button_linkedin"><img src="/themes/custom/cof/images/icons/social-icon-linkedin.png" border="0" alt="Share on LinkedIn" width="14" height="14" /></a><a class="a2a_dd" href="https://www.addtoany.com/share"><img src="/themes/custom/cof/images/icons/social-icon-sharethis.png" border="0" alt="Share on all" width="14" height="14" /></a></span></span> </div> </div> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Tue, 16 Jan 2024 20:25:49 +0000 melissa.nolan@cof.org 17349 at https://cof.org Virtual Meet-Up: Community Foundation Donor Services - June 2024 https://cof.org/event/virtual-meet-community-foundation-donor-services-june-2024 <span class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - June 2024</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/melissanolancoforg" typeof="schema:Person" property="schema:name" datatype="" content="melissa.nolan@cof.org">melissa.nolan@…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 01/16/2024 - 15:12</span> <div class="article-body-wrapper event-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-lg-7 col-md-7 col-12"> <div class="extra-field-blocknodeeventcontent-moderation-control block block-layout-builder block-extra-field-blocknodeeventcontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeeventfield-event-type-list block block-layout-builder block-field-blocknodeeventfield-event-type-list"> <div class="content"> <div class="peer-event field field--name-field-event-type-list field--type-list-string field--label-hidden field__item">Peer Event</div> </div> </div> <div class="field-blocknodeeventtitle block block-layout-builder block-field-blocknodeeventtitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - June 2024</h1> </div> </div> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item">Join this interactive and informal virtual meet-up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. </div> </div> </div> <div class="field-blocknodeeventfield-event-reg-url block block-layout-builder block-field-blocknodeeventfield-event-reg-url"> <div class="content"> <div class="field field--name-field-event-reg-url field--type-link field--label-hidden field__item"><a href="https://account.cof.org/NC__Event?id=a0l6S00000s7ReLQAU">Register now</a></div> </div> </div> </div> <div class="col-lg-5 col-md-5 col-12"> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h2>Strategies for Planned Giving: Annuities and Trusts</h2> <p>This informal peer discussion will explore the complexities of planned giving, providing an in-depth look at the benefits and mechanisms of charitable gift annuities and trusts. Peers from community foundations across the nation will share valuable strategies to help you guide donors in optimizing their philanthropic impact while ensuring financial security and tax advantages. Attendees will gain practical knowledge on structuring these giving vehicles, understanding donor motivations, and effectively communicating the long-term benefits of planned giving. Don't miss this opportunity to enhance your knowledge and network with fellow professionals dedicated to fostering a culture of generosity and thoughtful giving. </p> <p>This discussion will focus on:  </p> <ul><li>What are the most common planned giving vehicles utilized by community foundation donors and how do they differ in terms of flexibility and impact?  </li> <li>How can we understand and address donor motivations for choosing annuities or trusts are part of their planned giving strategy?  </li> <li>What are examples of gift acceptance policies and other logistics of planned gifts?  </li> </ul><p>Don't miss this opportunity to connect, collaborate, and learn from fellow professionals in the philanthropic advising and donor stewardship space. Register today to secure your spot and take away valuable insights to enhance your donor relationships. </p> <hr /><p>To learn more about how you can connect with peers in the field, we encourage you to join the <a href="https://exchange.cof.org/home">Philanthropy Exchange</a>, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.  </p> </div> </div> </div> <div class="field-blocknodeeventfield-paragraph-speakers block block-layout-builder block-field-blocknodeeventfield-paragraph-speakers"> <h2 class="visually-hidden">Speakers</h2> <div class="content"> <div class='field--name-field-paragraph-speakers speaker'><h2>Peer Discussion Leads</h2></div> <div class="field field--name-field-paragraph-speakers field--type-entity-reference-revisions field--label-above speaker speakers"> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18504" role="article" about="/person/cathy-cooney" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/cathy-cooney"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Cathy-Cooney.jpg?h=fbf7a813&amp;itok=-bNOn5Bl" width="250" height="250" alt="Cathy Cooney" title="Cathy Cooney" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/cathy-cooney"><span class="field field--name-title field--type-string field--label-hidden">Cathy Cooney</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director, Donor Services</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Montana Community Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18508" role="article" about="/person/pauline-martinson" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/pauline-martinson"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Pauline-Martinson.jpg?h=b4e301e9&amp;itok=askyPrrZ" width="250" height="250" alt="Pauline Martinson" title="Pauline Martinson" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/pauline-martinson"><span class="field field--name-title field--type-string field--label-hidden">Pauline Martinson</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director, Philanthropy Advisor</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">The San Diego Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18506" role="article" about="/person/karen-nichols" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/karen-nichols"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Karen-Nichols.jpg?h=93fa4828&amp;itok=5k2rCzKK" width="250" height="250" alt="Karen Nichols" title="Karen Nichols" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/karen-nichols"><span class="field field--name-title field--type-string field--label-hidden">Karen Nichols</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director of Philanthropic Services</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Spartanburg Community Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img src="/themes/custom/cof/images/icons/social-icon-twitter.png" border="0" alt="Share on Twitter" width="15" height="12" /></a><a href="#" class="a2a_button_linkedin"><img src="/themes/custom/cof/images/icons/social-icon-linkedin.png" border="0" alt="Share on LinkedIn" width="14" height="14" /></a><a class="a2a_dd" href="https://www.addtoany.com/share"><img src="/themes/custom/cof/images/icons/social-icon-sharethis.png" border="0" alt="Share on all" width="14" height="14" /></a></span></span> </div> </div> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Tue, 16 Jan 2024 20:12:01 +0000 melissa.nolan@cof.org 17348 at https://cof.org Virtual Meet-Up: Community Foundation Donor Services - April 2024 https://cof.org/event/virtual-meet-community-foundation-donor-services-april-2024 <span class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - April 2024</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/melissanolancoforg" typeof="schema:Person" property="schema:name" datatype="" content="melissa.nolan@cof.org">melissa.nolan@…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 01/16/2024 - 13:32</span> <div class="article-body-wrapper event-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-lg-7 col-md-7 col-12"> <div class="extra-field-blocknodeeventcontent-moderation-control block block-layout-builder block-extra-field-blocknodeeventcontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeeventfield-event-type-list block block-layout-builder block-field-blocknodeeventfield-event-type-list"> <div class="content"> <div class="peer-event field field--name-field-event-type-list field--type-list-string field--label-hidden field__item">Peer Event</div> </div> </div> <div class="field-blocknodeeventtitle block block-layout-builder block-field-blocknodeeventtitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - April 2024</h1> </div> </div> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item">Join this interactive and informal virtual meet-up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. </div> </div> </div> <div class="field-blocknodeeventfield-event-reg-url block block-layout-builder block-field-blocknodeeventfield-event-reg-url"> <div class="content"> <div class="field field--name-field-event-reg-url field--type-link field--label-hidden field__item"><a href="https://account.cof.org/NC__Event?id=a0l6S00000s7ReBQAU">Register now</a></div> </div> </div> </div> <div class="col-lg-5 col-md-5 col-12"> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h2>Stewardship Events: Creating Memorable Donor Experiences</h2> <p>Join us for a dynamic virtual meet-up focused on stewardship events in donor services. This engaging session will address the challenges of events, including gauging interest, attendance, technology for hybrid events, accommodating audiences, as well as covering geographical barriers for in-person events. We’ll delve into the types of events that donors are most interested, and explore strategies for maximizing engagement. </p> <p>Participants will gain insights into effective stewardship event strategies tailored to donor interests and preferences. Through interactive discussions and breakout groups, attendees will leave with actionable ideas to enhance their donor services initiatives.</p> <p>Don't miss this opportunity to connect with fellow professionals in donor services and gain valuable insights into optimizing stewardship events!</p> <hr /><p>To learn more about how you can connect with peers in the field, we encourage you to join the <a href="https://exchange.cof.org/home">Philanthropy Exchange</a>, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.  </p> </div> </div> </div> <div class="field-blocknodeeventfield-paragraph-speakers block block-layout-builder block-field-blocknodeeventfield-paragraph-speakers"> <h2 class="visually-hidden">Speakers</h2> <div class="content"> <div class='field--name-field-paragraph-speakers speaker'><h2>Peer Discussion Leads</h2></div> <div class="field field--name-field-paragraph-speakers field--type-entity-reference-revisions field--label-above speaker speakers"> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18504" role="article" about="/person/cathy-cooney" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/cathy-cooney"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Cathy-Cooney.jpg?h=fbf7a813&amp;itok=-bNOn5Bl" width="250" height="250" alt="Cathy Cooney" title="Cathy Cooney" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/cathy-cooney"><span class="field field--name-title field--type-string field--label-hidden">Cathy Cooney</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director, Donor Services</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Montana Community Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18505" role="article" about="/person/monika-collins" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/monika-collins"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Monika-Collins.jpg?h=9d0ff62f&amp;itok=NPWnqixP" width="250" height="250" alt="Monika Collins" title="Monika Collins" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/monika-collins"><span class="field field--name-title field--type-string field--label-hidden">Monika Collins</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Vice President for Advancement and Philanthropic Services</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">The Foundation for Delaware County</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> <div class='field__item peer_discussion_lead'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="18506" role="article" about="/person/karen-nichols" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/karen-nichols"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2024-04/Karen-Nichols.jpg?h=93fa4828&amp;itok=5k2rCzKK" width="250" height="250" alt="Karen Nichols" title="Karen Nichols" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/karen-nichols"><span class="field field--name-title field--type-string field--label-hidden">Karen Nichols</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director of Philanthropic Services</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Spartanburg Community Foundation</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img src="/themes/custom/cof/images/icons/social-icon-twitter.png" border="0" alt="Share on Twitter" width="15" height="12" /></a><a href="#" class="a2a_button_linkedin"><img src="/themes/custom/cof/images/icons/social-icon-linkedin.png" border="0" alt="Share on LinkedIn" width="14" height="14" /></a><a class="a2a_dd" href="https://www.addtoany.com/share"><img src="/themes/custom/cof/images/icons/social-icon-sharethis.png" border="0" alt="Share on all" width="14" height="14" /></a></span></span> </div> </div> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Tue, 16 Jan 2024 18:32:59 +0000 melissa.nolan@cof.org 17339 at https://cof.org Virtual Meet-Up: Community Foundation Donor Services - February 2024 https://cof.org/event/virtual-meet-community-foundation-donor-services-february-2024 <span class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - February 2024</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/melissanolancoforg" typeof="schema:Person" property="schema:name" datatype="" content="melissa.nolan@cof.org">melissa.nolan@…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 01/08/2024 - 13:33</span> <div class="article-body-wrapper event-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-lg-7 col-md-7 col-12"> <div class="extra-field-blocknodeeventcontent-moderation-control block block-layout-builder block-extra-field-blocknodeeventcontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeeventfield-event-type-list block block-layout-builder block-field-blocknodeeventfield-event-type-list"> <div class="content"> <div class="peer-event field field--name-field-event-type-list field--type-list-string field--label-hidden field__item">Peer Event</div> </div> </div> <div class="field-blocknodeeventtitle block block-layout-builder block-field-blocknodeeventtitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Virtual Meet-Up: Community Foundation Donor Services - February 2024</h1> </div> </div> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item">Join this interactive and informal virtual meet-up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. </div> </div> </div> <div class="field-blocknodeeventfield-event-reg-url block block-layout-builder block-field-blocknodeeventfield-event-reg-url"> <div class="content"> <div class="field field--name-field-event-reg-url field--type-link field--label-hidden field__item"><a href="https://account.cof.org/NC__Event?id=a0l6S00000s7RYSQA2">Register now</a></div> </div> </div> </div> <div class="col-lg-5 col-md-5 col-12"> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h2 style="margin: 0in;">Strategies for Onboarding and Educating Donors</h2> <p><span style="font-family:&quot;Arial&quot;,sans-serif;color:#0E101A">Join us for an insightful virtual meet-up focused on the strategies and best practices of onboarding and educating donors. Discover how your peers across the nation provide essential educational resources and engaging programs designed to empower donors in making informed and impactful philanthropic decisions. Engage in discussions, gain insights, and discover tools to enhance your donor relationships.<p></p></span></p> <p>Don't miss this opportunity to connect, collaborate, and learn from fellow professionals in the philanthropic advising and donor stewardship space. Register today to secure your spot and take away valuable insights to enhance your donor relationships. </p> <h2 class="title">Peer Discussion Leads</h2> <div class="views-view-grid"> <div class="row justify-content-center"> <div class="col-12 col-sm-12 col-md-4 col-lg-4 col-xl-4"> <div class="contextual-region card card-staff" style="padding-bottom:0;justify-content:start;"> <div class="card-img"> <p align="center"><img alt="Catherine Cooney" src="/sites/default/files/documents/files/speakers/cathy-cooney.jpg" style="width:150px;height:auto;border-radius:50%;" /></p> <h3 align="center" class="title">Cathy Cooney</h3> <p align="center">Director of Donor Services<br /> Montana Community Foundation</p> </div> </div> </div> <div class="col-12 col-sm-12 col-md-4 col-lg-4 col-xl-4"> <div class="contextual-region card card-staff" style="padding-bottom:0;justify-content:start;"> <div class="card-img"> <p align="center"><img alt="Lauren Hough" data-entity-type="file" data-entity-uuid="3f21722f-91b5-402d-b589-31d8b25bd3b6" src="/sites/default/files/inline-images/Lauren%20Hough_0.jpg" style="width:150px;height:auto;border-radius:50%;" width="350" height="350" loading="lazy" /></p> <h3 align="center">Lauren Hough</h3> <p align="center">Manager, Donor Services<br /> The San Diego Foundation</p> </div> </div> </div> </div> </div> <hr /><p>To learn more about how you can connect with peers in the field, we encourage you to join the <a href="https://exchange.cof.org/home">Philanthropy Exchange</a>, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.  </p> </div> </div> </div> <div class="field-blocknodeeventfield-paragraph-speakers block block-layout-builder block-field-blocknodeeventfield-paragraph-speakers"> <h2 class="visually-hidden">Speakers</h2> <div class="content"> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img src="/themes/custom/cof/images/icons/social-icon-twitter.png" border="0" alt="Share on Twitter" width="15" height="12" /></a><a href="#" class="a2a_button_linkedin"><img src="/themes/custom/cof/images/icons/social-icon-linkedin.png" border="0" alt="Share on LinkedIn" width="14" height="14" /></a><a class="a2a_dd" href="https://www.addtoany.com/share"><img src="/themes/custom/cof/images/icons/social-icon-sharethis.png" border="0" alt="Share on all" width="14" height="14" /></a></span></span> </div> </div> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Mon, 08 Jan 2024 18:33:05 +0000 melissa.nolan@cof.org 17334 at https://cof.org Legal Matters for Community Foundations - September 2024 https://cof.org/event/legal-matters-community-foundations-september-2024 <span class="field field--name-title field--type-string field--label-hidden">Legal Matters for Community Foundations - September 2024</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/jillgordoncoforg" typeof="schema:Person" property="schema:name" datatype="">jill.gordon@cof.org</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 11/13/2023 - 14:44</span> <div class="article-body-wrapper event-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-lg-7 col-md-7 col-12"> <div class="extra-field-blocknodeeventcontent-moderation-control block block-layout-builder block-extra-field-blocknodeeventcontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeeventfield-event-type-list block block-layout-builder block-field-blocknodeeventfield-event-type-list"> <div class="content"> <div class="training field field--name-field-event-type-list field--type-list-string field--label-hidden field__item">Training</div> </div> </div> <div class="field-blocknodeeventtitle block block-layout-builder block-field-blocknodeeventtitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Legal Matters for Community Foundations - September 2024</h1> </div> </div> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item">Led by the Council's legal team this workshop is designed to answer your broad legal and practical questions on administering funds, grants, and community foundation activities. </div> </div> </div> <div class="field-blocknodeeventfield-event-reg-url block block-layout-builder block-field-blocknodeeventfield-event-reg-url"> <div class="content"> <div class="field field--name-field-event-reg-url field--type-link field--label-hidden field__item"><a href="https://account.cof.org/NC__Event?id=a0lS6000000dqGTIAY">Register Now</a></div> </div> </div> </div> <div class="col-lg-5 col-md-5 col-12"> <div class="fixed-block-contentevent-date-time block-provus-basic-text block block-fixed-block-content block-fixed-block-contentevent-date-time"> <h2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Date &amp; Time</div> </h2> </div> <div class="inline-blockprovus-basic-text block-provus-basic-text block block-layout-builder block-inline-blockprovus-basic-text"> <div class="clearfix text-formatted field field--name-field-provus-body field--type-text-with-summary field--label-hidden field__item"><p style="font-size:1.25rem;line-height: 2.5rem;">Wednesday, September 11 - 1:00-4:30 p.m. ET<br /> Thursday, September 12 - 1:00-4:30 p.m. ET</p> </div> </div> <div class="fixed-block-contentevents-location block-provus-basic-text block block-fixed-block-content block-fixed-block-contentevents-location"> <h2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Location</div> </h2> </div> <div class="field-blocknodeeventfield__event-location block block-layout-builder block-field-blocknodeeventfield__event-location"> <div class="content"> <div class="clearfix text-formatted field field--name-field__event-location field--type-text-long field--label-hidden field__item"><p>Virtual Zoom Meeting</p> </div> </div> </div> <div class="fixed-block-contentevent-cost block-provus-basic-text block block-fixed-block-content block-fixed-block-contentevent-cost"> <h2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Cost</div> </h2> </div> <div class="field-blocknodeeventfield-event-cost block block-layout-builder block-field-blocknodeeventfield-event-cost"> <div class="content"> <div class="clearfix text-formatted field field--name-field-event-cost field--type-text-long field--label-hidden field__item"><p>Council Members = $320<br /> Nonmembers = $420<br /> Group Rate (5-7) for Council members only = $290<br /> Email <a href="mailto:educate@cof.org">educate@cof.org</a> to register a group.</p> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Led by the Council on Foundations Legal Team, this workshop is flexibly organized to ensure that your broad legal questions for administering funds, grants, and community foundation activities are addressed. The legal team will provide technical and practical understanding of complex rules and regulations.</p> <h2 class="title">Workshop Hours</h2> <ul><li>Wednesday, September 11: 1:00-4:30 p.m. ET</li> <li>Thursday, September 12: 1:00-4:30 p.m. ET</li> </ul><p><strong>Throughout the workshop, sessions will be curated by</strong></p> <ul><li>Insight from Council's top-notch legal team that interacts with nearly 2,000 foundation leaders each year</li> <li>Trends spotted by our broader team, including <a href="https://www.cfstandards.org/">National Standards for U.S. Community Foundations</a></li> <li>Timely, relevant take on the basics that informs day-to-day business decisions and operations</li> <li>Expertise to advance your knowledge of the organization's inner workings--from admin to governance, donor stewardship to grantmaking.</li> </ul><p>With each session, there will be time for questions and a deep exploration of the answers. This workshop is open to any board or staff member from any community foundation that is eager to dive into the legalities of our business model and unlock the truth to effective management and leadership of a community foundation.</p> <h2 class="title">Sample Agenda</h2> <p>Specific topics will be defined in advance of the workshop as attendees begin to submit ideas, pressing issues, and assist with the defining of sessions. This event is designed to be time sensitive and relevant to current issues. The format will be discussion-oriented, question and answer-based learning alongside peer sharing.</p> <h3 style="text-transform: none;">DAY 1: Wednesday, September 11— 1:00 - 4:30 p.m. ET</h3> <ul><li><strong>General Overview of new rules, regulations, and developments for CFs</strong> – Discuss latest new rules and regulations affecting community foundations. <ul><li>Topics will vary based on current events and attendee requests, but often cover topics such H.R. 3988 (universal deductions), CARES Act, Updated Charity Act, Tax Deductibility, UPMIFA and related public policy trends.</li> </ul></li> <li><strong>Small Group Discussions &amp; Deep Dives with Attorneys: Most common legal complexities facing community foundations</strong> – Assessing the most common inquiries from the field nationally, Council attorneys will delve into pressing subjects and issues such as DAFs and permissible grantees, current laws and basic rules regulating DAFs, Notice 2017-73 regarding DAFs, variance power, expenditure responsibility, agency funds, and geographic affiliates.</li> </ul><h3 style="text-transform: none;">DAY 2: Thursday, September 12 — 1:00-4:30 p.m. ET</h3> <ul><li><strong>Trends and Challenges from the Field</strong> – Council experts will share the trending narratives shaping conversations in board rooms as well as the most common challenges shared among community foundations.</li> <li><strong>Small Group &amp; Deep Dive with Attorneys: Most common legal complexities facing community foundations</strong> – Assessing the most common inquiries from the field nationally, Council attorney Ben McDearmon will delve into pressing subjects and issues such as scholarships, hardship and disaster relief funds, and new rules, regulations and developments in the sector.</li> </ul></div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img src="/themes/custom/cof/images/icons/social-icon-twitter.png" border="0" alt="Share on Twitter" width="15" height="12" /></a><a href="#" class="a2a_button_linkedin"><img src="/themes/custom/cof/images/icons/social-icon-linkedin.png" border="0" alt="Share on LinkedIn" width="14" height="14" /></a><a class="a2a_dd" href="https://www.addtoany.com/share"><img src="/themes/custom/cof/images/icons/social-icon-sharethis.png" border="0" alt="Share on all" width="14" height="14" /></a></span></span> </div> </div> <div class="fixed-block-contentrelated-events block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-events"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Events</div> </H2> <div class="subheading"> </div> </div> </div> <div class="fixed-block-contentrelated-resources block-provus-heading block block-fixed-block-content block-fixed-block-contentrelated-resources"> <div class="left"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Related Resources</div> </H2> <div class="subheading"> </div> </div> </div> </div> </div> </div></div> Mon, 13 Nov 2023 19:44:59 +0000 jill.gordon@cof.org 17266 at https://cof.org Digesting Proposed DAF Regulations https://cof.org/event/digesting-proposed-daf-regulations <span class="field field--name-title field--type-string field--label-hidden">Digesting Proposed DAF Regulations</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/users/melissanolancoforg" typeof="schema:Person" property="schema:name" datatype="" content="melissa.nolan@cof.org">melissa.nolan@…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 11/13/2023 - 12:49</span> <div class="article-body-wrapper event-body-wrapper"><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-lg-7 col-md-7 col-12"> <div class="extra-field-blocknodeeventcontent-moderation-control block block-layout-builder block-extra-field-blocknodeeventcontent-moderation-control"> <div class="content"> </div> </div> <div class="field-blocknodeeventfield-event-type-list block block-layout-builder block-field-blocknodeeventfield-event-type-list"> <div class="content"> <div class="webinar field field--name-field-event-type-list field--type-list-string field--label-hidden field__item">Webinar</div> </div> </div> <div class="field-blocknodeeventtitle block block-layout-builder block-field-blocknodeeventtitle"> <div class="content"> <h1 class="field field--name-title field--type-string field--label-hidden">Digesting Proposed DAF Regulations</h1> </div> </div> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item">This webinar provided updated information and valuable insights on the IRS's proposed donor-advised fund regulations. </div> </div> </div> <div class="field-blocknodeeventfield-event-reg-url block block-layout-builder block-field-blocknodeeventfield-event-reg-url"> <div class="content"> <div class="field field--name-field-event-reg-url field--type-link field--label-hidden field__item"><a href="https://account.cof.org/NC__Event?id=a0l6S00000s7OtXQAU">Register now</a></div> </div> </div> </div> <div class="col-lg-5 col-md-5 col-12"> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="field-blocknodeeventbody block block-layout-builder block-field-blocknodeeventbody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><div class="d-flex mx-auto col-md-6"> <div class="ratio ratio-16x9"><iframe allowfullscreen="" src="https://www.youtube.com/embed/cdxyeUU5T2U?si=NQNkMKGa4gRnMF2F" title="YouTube video"></iframe></div> </div> <p>The Council's Government Affairs and Legal Resources team provided an overview of the <a href="https://public-inspection.federalregister.gov/2023-24982.pdf">IRS's proposed donor-advised fund (DAF) regulations</a>. The proposed regulations clarify the definitions around DAFs, address excise taxes on taxable distributions made by a sponsoring organization from a DAF, and discuss rules around scholarships. Participants had the opportunity to ask questions during this webinar and shared insights that could help inform the Council's comments in response. </p> <p>Our Government Affairs and Legal Resources team continues to analyze this proposal and plans to submit comments to the IRS. Comments are due by January 16, 2024, so let us know how these changes could impact your foundation. To help inform our comments, please email <a data-linkindex="17" href="mailto:govt@cof.org" title="mailto:govt@cof.org">govt@cof.org</a> to let us know how these changes might impact your work. </p> <h2>Call Resources</h2> <ul><li><a href="https://cof.org/sites/default/files/2023-12/2023_Webinar_Digesting%20Proposed%20DAF%20Regulations.Updated.pdf">Slides</a></li> <li><a href="https://cof.org/sites/default/files/2023-12/2023-12-08%20DAF%20Webinar%20Discussion%20Questions.pdf">Summarized Q&amp;A</a></li></ul></div> </div> </div> <div class="field-blocknodeeventfield-paragraph-speakers block block-layout-builder block-field-blocknodeeventfield-paragraph-speakers"> <h2 class="visually-hidden">Speakers</h2> <div class="content"> <div class='field--name-field-paragraph-speakers speaker'><h2>Moderator</h2></div> <div class="field field--name-field-paragraph-speakers field--type-entity-reference-revisions field--label-above speaker speakers"> <div class='field__item moderator'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="15000" role="article" about="/person/jenn-holcomb" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/jenn-holcomb"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2022-12/Jenn-Holcomb.jpg?h=70217200&amp;itok=C7XeXFAV" width="250" height="250" alt="Jenn Holcomb" title="Jenn Holcomb" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/jenn-holcomb"><span class="field field--name-title field--type-string field--label-hidden">Jenn Holcomb</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Vice President, Government Affairs and Legal Resources</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Council on Foundations</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> </div> <div class='field--name-field-paragraph-speakers speaker'><h2>Speakers</h2></div> <div class="field field--name-field-paragraph-speakers field--type-entity-reference-revisions field--label-above speaker speakers"> <div class='field__item speaker'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="3121" role="article" about="/person/ben-mcdearmon" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/ben-mcdearmon"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2022-12/Ben-McDearmon.jpg?h=04d92ac6&amp;itok=SRnZKVEm" width="250" height="250" alt="Ben McDearmon" title="Ben McDearmon" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/ben-mcdearmon"><span class="field field--name-title field--type-string field--label-hidden">Ben McDearmon</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Director, Legal Resources</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Council on Foundations</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> <div class='field__item speaker'> <div class="paragraph paragraph--type--speaker paragraph--view-mode--default"> <div class="field field--name-field-speaker field--type-entity-reference field--label-hidden field__item"> <article data-history-node-id="17280" role="article" about="/person/elinor-ramey" class="node node--type-person node--view-mode-speaker clearfix"> <div class="article-body-wrapper person-node"> <div class="card person-header"> <div class="row"> <div class="col-md-9"> <div class="row"> <div class="col-md-4"> <div class="person-image"> <a href="/person/elinor-ramey"> <div class="field field--name-field-thumb-image field--type-image field--label-hidden field__item"> <img loading="lazy" src="/sites/default/files/styles/person_node/public/2023-11/Elinor%20Ramey.jpg?h=ab622562&amp;itok=AS_8jZph" width="250" height="250" alt="Elinor Ramey" title="Elinor Ramey" typeof="foaf:Image" class="image-style-person-node" /> </div> </a> </div> </div> <div class="col-md-8"> <h3> <a href="/person/elinor-ramey"><span class="field field--name-title field--type-string field--label-hidden">Elinor Ramey</span> </a> </h3> <h4> <div class="field field--name-field-person-job-title field--type-string field--label-hidden field__item">Partner</div> </h4> <h4> <div class="field field--name-field-person-org field--type-string field--label-hidden field__item">Steptoe &amp; Johnson LLP</div> </h4> </div> </div> </div> <div class="col-md-3"> </div> </div> </div> </div> </article> </div> </div> </div> </div> </div> </div> </div> </div> </div></div><div ><div class="container"> <div class="layout row layout-builder__layout"> <div class="col-12"> <div class="fixed-block-contentarticle-staff-block block-provus-heading block block-fixed-block-content block-fixed-block-contentarticle-staff-block"> <div class="center"> <H2 class="title"> <div class="field field--name-field-provus-title field--type-string field--label-hidden field__item">Questions?</div> </H2> <div class="subheading"> <div class="field field--name-field-provus-sub-title field--type-string field--label-hidden field__item">Connect with Council Staff</div> </div> </div> </div> <div class="addtoany-block block block-addtoany block-addtoany-block"> <div class="content"> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://cof.org/taxonomy/term/44/feed" data-a2a-title="Council on Foundations"><span class="a2a-wrapper"><label>Share</label><a href="#" class="a2a_button_facebook"><img src="/themes/custom/cof/images/icons/social-icon-fb.png" border="0" alt="Share on Facebook" width="8" height="15" /></a><a href="#" class="a2a_button_twitter"><img 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