This community foundation listserv query gathers information on investing funds held by a 501(c)4 outside of component funds.
This community foundation listserv discussion gathers recommendations on institutional advisors and investment firms.
The Philanthropy Review 2021 summer edition member newsletter features a new series to build nonprofit capacity and enhance impact for members and grantees; tips on reviewing your investment policy statement; the results of the 2020 membership satisfaction survey; guidance on succession planning; the Philanthropy Forward ’21 plenary speakers and much more!
It is essential that any community foundation involved in the administration of donor-advised and scholarship funds have a thorough understanding of the Pension Protection Act. This Midwest (Tri-State) Community Foundation Webinar was presented by Phil Purcell, our lawyer on call, who explained the Pension Protection Act and more.