Legal Matters for Community Foundations

Legal Matters for Community Foundations

Monday, April 2, 2018 -
9:00am to 4:00pm CDT
Texas Scottish Rite Hospital for Children, Dallas, TX
2222 Welborn St, Dallas, TX 75219
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Philanthropy Southwest in partnership with Council on Foundations, is pleased to announce this upcoming educational program available to members and nonmembers: 

Legal Matters for Community Foundations

Led by Suzanne Friday, Counsel for the Council on Foundations and Brad Ward, Director of Community Philanthropy, this workshop is flexibly organized to ensure that broad legal questions for administering funds, grants, and community foundation activities are addressed. The workshop provides both technical and practical understanding of complex rules and regulations and delivers on the most pressing issues and topics of the community foundation field. Throughout the day, sessions will be curated with the help of insight gleaned from the Council's legal team, as well as trends spotted by community partners, including the National Standards for U.S. Community Foundations. In addition, input will be received directly from the participants. With each session, there will be time for questions and deeper exploring of the answers. This workshop is open to any board or staff member from any community foundation that is eager to dive deep into the legalities of our business model and unlock the truth to effective management and leadership of a community foundation.

Event Itinerary:
Specific topics will be defined in advance of the workshop as attendees begin to submit ideas, pressing issues, and assist with the defining of sessions. This event is designed to be very time sensitive and relevant to current, up-to-date issues.  The format is discussion-oriented, question and answer based learning.

9:00-10:00 a.m. — Registration and Networking

10:00-10:30 a.m. — General Overview of New Rules and Developments for Community Foundations
Suzanne will discuss any new rules or regulations that have become effective this year. As well as some of the new proposals from Congress on tax reform and how these may affect community foundations.

10:30-11:45 a.m. — Session 1
Deep Dive into pressing topics and issues identified by attendees. For example, past topics have included a deep dive into DAFs, Scholarships, Giving Circles, or Agency Funds.

12:00-1:00 p.m. — Working Lunch with Q&A

1:15-2:30 p.m. — Session 2
Deep Dive into pressing topics and issues identified by attendees. For example, past topics have included a deep dive into issues by Fund Type, Administration Fees, Corporate Donors, or Grantmaking in Economic Development.

2:45-3:30 p.m. — Session 3
Community Foundation pot pourri. Issues can range from topics very specific to staff and administrative, technical or general, board governance. Attendees will help shape the agenda on topics to explore and issues to address.

3:30-4:00 p.m. — Wrap up and General Q&A

Registration Fee: $159 (includes lunch and all materials)

Register here. 

Members are required to login to access resources made available by the Council on Foundations.

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