Can I register for the 2021 Annual Conference?
Yes! View conference details including schedule, registration, and volunteer opportunities >> Read More
Q&A Archive
How can I start to involve the next generation in my foundation?
Here are several ways to prepare children and teens for foundation giving: Invite them to board meetings Make younger family members feel like part of the group by inviting them to see how the foundation works. Keep in mind that board meetings can be tedious for some kids, especially younger ones. They don’t necessarily have... Read More
Why is a well-crafted investment policy statement vital?
A comprehensive investment policy statement is vital to your foundation sustaining its organizational purpose and achieving its giving goals. The benefits of a well-crafted investment policy statement Strive for an investment policy statement that does more than just checking the box. A valuable IPS goes beyond establishing basic investment guidelines. It delivers other important benefits... Read More
Is my investment policy statement up to task?
Having an investment policy statement is not enough. Clarity and consistency are essential to its value and efficacy. Clarity One of the most common failings of an IPS is the use of ambiguous or undefined terms. As a result, statements that are meant to protect assets and guide the investment process may do more harm... Read More
What is the Accelerating Charitable Efforts Act?
Last month, Senators Chuck Grassley (R-IA) and Angus King (I-ME) introduced bipartisan legislation that aims to reform private foundations, and ensure that charitable dollars held in donor advised funds (DAFs) are distributed to working charities in a reasonable period of time. A joint press release states: “Donor-advised funds currently have more than $140 billion set... Read More
What are the legal responsibilities for employee compensation?
As an employer, you are responsible for documenting that your employee is eligible to work in the United States. To do this, the employee must complete Immigration and Naturalization Service Form I-9, Employment Eligibility Verification. You, the employer, must keep this form on file for as long as the employee works for you. For small... Read More