Donor Advised Funds
FAQ: Donor-Advised Fund
Legal Compliance Guidance, Fundamentals
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…
Engaging Donor Advised Funds in Impact Investing
Toolkit
A Toolkit for Community Foundations
“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…
Donor-Advised Fund Flowchart
Legal Compliance Guidance
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:
A donor or person appointed or designated by the donor has, or reasonably expects to have, advisory privileges…
To Stand Against Hate, Get Your Board Involved
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.…
Legal Matters for Community Foundations - Virtual - November 2023
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…
Legal Matters for Community Foundations - In-Person - June 2023
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 community…
Legal Matters for Community Foundations - Virtual - August 2023
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…
Virtual Meet-Up: Community Foundation Donor Services - November 2023
Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share learnings.
This conversation topic will be announced…
Virtual Meet-Up: Community Foundation Donor Services - September 2023
Navigating IRA Charitable Gifts
In this virtual meet-up, we will dive deep into the world of Individual Retirement Account (IRA) charitable gifts and how they can benefit both donors and the charitable organizations they support. We will discuss the ins and outs of the IRA charitable gifts and…
Virtual Meet-Up: Community Foundation Donor Services - July 2023
Bequests: Encouraging Conversations
Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share learnings.
This…
Virtual Meet-Up: Community Foundation Donor Services - May 2023
Constituent Relationship Management (CRM) and Donor Portals
Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and…
Virtual Meet-Up: Community Foundation Donor Services - March 2023
Our upcoming virtual meet-up will be a time to connect with peers across the nation- be prepared to share insights or ask questions in this peer-led conversation!
This conversation will focus on how to creatively engage with fundholders and discuss:
How do you engage with donor fundholders with…
Virtual Meet-Up: Community Foundation Donor Services - January 2023
Trends in Philanthropy
Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share learnings.
This conversation…
Legal Matters for Community Foundations - Virtual - March 2023
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…
Virtual Meet-Up: Community Foundation Donor Services - September 2022
Partners in Philanthropy: Engaging with Donors
Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share…
Virtual Meet-Up: Community Foundation Donor Services - July 2022
Partners in Philanthropy: Engaging with Professional Advisors
Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and…