Donor Advised Funds
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…
2022 Public Policy Summit
Join us for the Council on Foundations’ 2022 Public Policy Summit – where we will come together as a virtual community to explore philanthropy’s role as a bridge-builder. Gain an insider’s view of how the midterm elections reshape the political landscape for philanthropy and learn how foundations…
Virtual Meet-Up: Community Foundation Donor Services - April 2022
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 will focus on the…
Strengthening Community Philanthropy Ad Hoc Working Group Final Recommendations
The Strengthening Community Philanthropy Ad Hoc Working Group, convened by the Council on Foundations, released the following recommendations on donor-advised funds (DAFs), outlining steps to improve their effective and transparent use.
Standardizing Community Foundation Inactive Funds Policy…
Strengthening Community Philanthropy Ad Hoc Working Group Releases Donor-Advised Funds Recommendations
Community foundations have a long history of working locally to bring together leaders, nonprofits, donors, and others to address persistent problems and identify paths forward. The ongoing pandemic has underscored how local philanthropy, in particular, can address community needs in times of acute…
Legal Matters for Community Foundations - Virtual - November 2022
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 Corporate Foundations & Giving Programs - Virtual - August 2022
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 corporate foundation activities are addressed. The legal team will provide technical and practical understanding of complex rules and…
Legal Matters for Community Foundations - Virtual - June 2022
SOLD OUT!
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…
Summary of Accelerating Charitable Efforts Act ("ACE Act")
The ACE Act, sponsored by Sen. Angus King (I-ME) and Sen. Chuck Grassley (R-IA), would modify existing rules relating to donor advised funds (“DAFs”), make certain changes to the rules for the excise tax on undistributed income of private foundations, and exempt certain private foundations from the…
2020 CFUnited Conference: Power of Place - CANCELLED
The CFUnited 2020 Conference is cancelled due to the COVID-19 outbreak. For more information, please see the official conference statement.
Learn More
In January 2019, The Council on Foundations joined AdNet, Comma and ProNet as the fourth partner under the CFUnited umbrella to bring…
Sample Fund Activity Policy
Sample Document
This sample fund activity policy provides language that you can either use in a stand-alone policy or incorporate into an existing donor-advised fund agreement or policy.
Sample Donor-Advised Fund Policies
Sample Document
Editable donor-advised fund policies including grant restrictions, grant recommendations, fund advisors, and more.
This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does…
Sample Donor-Advised Fund Agreement
Sample Document
Editable agreement for donor-advised funds.
This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship, and the information…
Webinar Recording: Lunch with Legal Counsel
Recording
The administrative costs of operating a private foundation often prove too burdensome and can easily swamp the grantmaking activity of private foundations, especially the smaller ones. As such, a foundation may decide to transfer its assets to a Sponsoring Organization to take advantage of the…
Charitable Trusts Available to More Under New IRS Guidance
For foundations that offer charitable remainder annuity trusts (CRATs), a new revenue procedure (Rev. Proc. 2016-42) offers a sample provision that may be included in the governing instrument of the trust (CRAT) and provides that the IRS will treat the sample provision as a qualified contingency…