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...
Electronic Board Voting Resource for Community Foundations
This resource provides guidance on electronic board voting for Indiana community foundations, including relevant provisions from Indiana law, best...
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.
Protecting Nonprofit Privacy in Beneficiary Claims: Charitable Beneficiary Affidavit
Ready-to-use letter that members can send to financial institutions when responding to requests for personally identifying information.
Member Only
Fund Agreement Templates
Access sample fund agreement templates for community foundations, revised and updated in 2022