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Policy Issue Brief: Donor-Advised Funds
Resource for members only
... would apply to certain organizations, including community foundations and other charitable organizations, that maintain ...
Exploring FAQs on Fund Agreements
Resource for members only
... face when managing component funds. Over time, community foundations' component funds evolve beyond the scope of their ...
Fund Changes Flow Chart
Resource for members only
Community foundations can use this flow chart when making fund agreement decisions. Community foundations can use this flow chart when making fund ... is consistent with the donor’s intention to the extent practical: Ask for approval of the change by the board ...
Legal Aspects of Fund Management
Resource for members only
... expected to make decisions in the legal realm. Community foundations are collections of funds. In most cases, these ...
Investing in Volatile Markets and Uncertain Times
Resource for members only
Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
Fund Agreements-Best Practices
Resource for members only
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.