Resource Library
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Featured
Changes to Tax and Estate Planning After OBBBA
The recently passed One Big Beautiful Bill Act (OBBBA) introduces changes to tax and estate planning that may impact how donors think about their...
Expenditure Responsibility & Donor-Advised Funds: A Guide for Community Foundations
This guide explains when ER applies, how it differs from general due diligence, and what steps are needed to stay compliant.
Preventing and Mitigating Financial Mismanagement and Fraud
Financial mismanagement or situations involving fraud can be a challenge for foundation staff.
Member Only
Fund Change Resources
View the GIFT Fund Change Flow Chart and FAQs about making change to community foundation funds.
Fund Agreement Templates
Access sample fund agreement templates for community foundations, revised and updated in 2022