Comparing your administrative fees to those of other similar foundations can help streamline your own fee calculation and collection process.
Developing an Asset Allocation Strategy
Although asset allocation can seem complex and overwhelming, community foundation staff and board members have a responsibility to oversee the investment management process. Use this document to help you navigate the asset allocation process.
Excess Business Holdings
Under the Pension Protection Act of 2006 (PPA), the private foundation excess business holdings rule apply to donor-advised funds as if they were private foundations.
Planning Ahead for CEO Succession
Succession planning is an opportunity to evaluate what works at your community foundation, identify areas in which you can improve, and plan for the future. This document will help you prepare for your next CEO transition.
Designing a Development Plan
Use this document to help your community foundation outline a plan for its goals and strategies for developing resources.
Donor-advised Fund Flowchart
A flowchart designed to help community foundations determine which funds should be classified as donor-advised funds under the Pension Protection Act of 2006.
Donor-advised Fund Definition
Definition of a donor-advised fund according to The Pension Protection Act of 2006.
Scholarship Board Resolution
This board resolution allows a community foundation to make scholarships and other charitable awards to individuals from donor advised funds.
Learn how to develop (or improve) your community foundation's strategy for keeping donors engaged and teaching donors how to give wisely.
Taxable Distributions for Donor-advised Funds
Section 1231 of the Pension Protection Act of 2006 (HR 4) added section 4966 to the Internal Revenue Code. This summary can help community foundtions understand the provision and avoid certain distributions from donor-advised funds that are now penalized.