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Confirmation At A Glance

Each step of the confirmation process is described simply to serve as an at-a-glance reference.

Board Resolution for Oversight and Control of Geographic Affiliates

Board Resolution for Oversight and Control of Geographic Affiliates. This board resolution should be submitted with the record book and fulfills key element 2.

Required Annual Legal Filings By State

This list of state filing requirements is used to evaluate your community foundation's compliance with National Standards.

Getting Started With Evaluation

To know what works (and especially what works well) a community foundation must evaluate the effectiveness of its grants. Learn about the different types of evaluations and decide which will work best for your organization.

Getting Involved In Public Policy

A community foundation is uniquely positioned to participate in the public policy process. Learn how to use your leadership role to make a significant difference on the issues you already address through grantmaking.

Donor-advised Fund Grants

Determining Section 501(c)(3) status is not enough. This document helps community foundations determine grantee status and comply with the Pension Protection Act of 2006 requirements and restrictions on grants from donor-advised funds.

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.

Donor Services

Learn how to develop (or improve) your community foundation's strategy for keeping donors engaged and teaching donors how to give wisely.

Donor-advised Fund Definition

Definition of a donor-advised fund according to The Pension Protection Act of 2006.
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