Legal Issues

This listserv query shares examples of family foundation document retention policies as well as samples from other organization types.

The Lawyer on Call legal service for Philanthropy Ohio members can help with your legal questions about your foundation’s operations. The first hour of consulting services is complimentary as part of your Philanthropy Ohio membership. We are pleased to offer this longstanding member benefit with the expert legal advice of Philip Purcell as our Lawyer on Call.

This community foundation listserv query gathers information about the handling gifts or bequests of property to a fund of a foundation.

This webinar recording discusses the necessary state and federal forms finance staff must file, information on federal tax reform and new taxes being implemented on foundations.