Donor Advised Funds

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…

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…

High Touch Donors: Strategies and Solutions Join this discussion for peer-led insights to gain knowledge and inspiration from your peers in the field who have experienced challenges and successes working with high-touch donors. The interactive discussion will be an open conversation to exchange…

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…

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.…

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…

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…

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…

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…