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Legal Matters for Community Foundations

When: 
Thursday, November 7, 2019 -
9:00am to 4:00pm CST
Where: 
Oklahoma City, OK
Oklahoma City Community Foundation 1000 N. Broadway Oklahoma City, OK 73102
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Co-hosted by Council on Foundations, Philanthropy Southwest Member Oklahoma City Community Foundation, and Philanthropy Southwest, this upcoming educational program is available to PSW members at a reduced rate. The workshop is flexibly organized to address broad legal questions for administering funds, grants, and community foundation activities. The seminar will provide both technical and practical explanation of complex rules and regulations, as well as information about the most pressing issues and topics in the community foundation field.

When:
November 7, 2019
9:00 am - 4:00 pm Central Time

Location:
Oklahoma City Community Foundation
1000 N. Broadway
Oklahoma City, OK 73102

Presenters:
Suzanne Friday, Senior Counsel and Vice President of Legal Affairs, Council on Foundations
Brad Ward, Director, Community Philanthropy, Council on Foundations

Sample Agenda:

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 time sensitive and relevant to current issues. The format will be discussion-oriented, question and answer-based learning.

8:30-9:00 am — Registration and Networking

9:00-10:00 am — 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 tax regulations from Congress and how these may affect community foundations.

10:00-11:45 am — Session 1
Deep dive into pressing topics and issues identified by attendees. For example, past topics have included DAFs, scholarships, giving circles, and agency funds.

12:00-1:00 pm — Working Lunch with Q&A

1:15-2:30 pm — Session 2
Deep dive into pressing topics and issues identified by attendees. For example, past topics have included fund type, administration fees, corporate donors, and grantmaking in economic development.

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

3:30-4:00 pm — Wrap up and General Q&A

To learn more about the workshop, click here. For registration instructions, contact Amy Askari for assistance.