Fund Management
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Fund Changes Flow Chart
Resource for members only
Community foundations can use this flow chart when making fund agreement decisions.
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Policy Issue Brief: Donor-Advised Funds
Resource for members only
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.
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Fund Management
Resource for members only
This page contains Fund Management resources for community foundations.
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Exploring FAQs on Fund Agreements
Resource for members only
Dive into common issues community foundation staff face when managing component funds.
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Legal Aspects of Fund Management
Resource for members only
Watch this video to be better informed on legal aspects of fund management.
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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.