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On November 13th, the U.S. Department of the Treasury released the first in what is expected to be a series of long-awaited regulations interpreting the statute that codifies DAFs, which Congress enacted in the Pension Protection Act of 2006.
Dive into common issues community foundation staff face when managing component funds.
Community foundations can use this flow chart when making fund agreement decisions.
Watch this video to be better informed on legal aspects of fund management.
This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time, and provide guidance on how to change a fund.
This page contains Fund Management resources for community foundations.