Donor-Advised Funds

Training Hours Tuesday, September 9: 1:00-4:30 p.m. ET Thursday, September 11: 1:00-4:30 p.m. ET Throughout the training, sessions will include: Insight from Council's top-notch legal team that interacts with nearly 2,000 foundation leaders each year Trends spotted by our broader team,…

This training is a preconference event at Leading Locally 2025 in Minneapolis, Minnesota. If you would like to register for the Legal Matters for Community Foundations workshop ONLY, use the "Register Now" button above. If you would like to add this training to your Leading Locally 2025 conference…

Training Hours Tuesday, March 18: 1:00-4:30 p.m. ET Thursday, March 20: 1:00-4:30 p.m. ET Throughout the training, sessions will include: Insight from Council's top-notch legal team that interacts with nearly 2,000 foundation leaders each year Trends spotted by our broader team, including…

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…

Join us for a “Part Two” of our Donor Services Virtual Meet-Up to learn strategies from peers in navigating the intricacies of collaborating with Professional Advisors. Engage in small group peer discussions on critical topics such as outreach strategies, building relationships, and motivating…

Working with Professional Advisors (CPAs and Estate Planning Attorneys) Donor service professionals at community foundations often work closely with donors to facilitate their charitable giving and help them achieve their philanthropic goals effectively. Join this peer virtual meet-up to learn…

Strategies for Planned Giving: Annuities and Trusts 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…

Stewardship Events: Creating Memorable Donor Experiences 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…

Strategies for Onboarding and Educating Donors 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…

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…

The Council's Government Affairs and Legal Resources team provided an overview of the IRS's proposed donor-advised fund (DAF) regulations. The proposed regulations clarify the definitions around DAFs, address excise taxes on taxable distributions made by a sponsoring organization from a…

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…

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…

It’s a call no one in philanthropy wants to receive: An organization you funded for its soup kitchen is also running an anti-LGBTQ “conversion therapy” program. Your climate-justice grant may have gone to a group that promotes bombings and arson to disrupt state and federal environmental agencies.…

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…

If you are already registered for Leading Locally, email educate@cof.org to add this event to your conference registration.  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…