Donor Advised Funds

Topic: Thriving in Donor Services with a Small and Mighty Team Small team juggling big responsibilities? You’re not alone! Join fellow donor service professionals for a fun and supportive discussion on how to keep things running smoothly, even with staff turnover and limited resources. We’ll swap…

Topic: To Be Announced! Join us for an interactive Virtual Meet-Up designed for Community Foundation Donor Services staff to to connect with peers, share experiences, and discuss strategies. To learn more about how you can connect with peers in the field, we encourage you to join the…

Topic: Measuring and Communicating Impact Join this peer discussion on impact assessment and learn how to use data, analytics, and measurement tools to evaluate donor contributions and communicate results effectively. This virtual meet-up will cover best practices for demonstrating impact and…

Topic: Trust-Based Philanthropy Join us for an interactive Virtual Meet-Up designed for Community Foundation Donor Services staff to explore trust-based philanthropy. This session offers a space to connect with peers, share experiences, and discuss strategies for building stronger, more…

Legacy and Multi-Generational Giving Join us for our first Donor Services Virtual Meet-Up of 2025! We will focus our conversation on learning strategies from peers in navigating Multi-Generational Legacy Giving. Join fellow community foundation donor services staff for a collaborative discussion…

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…