Fund Development

Lead researcher Don Macke guides you through the 2025 Ohio Transfer of Wealth Report's findings, along with a panel of presenters who discussed how they successfully implemented and utilized similar Transfer of Wealth research in Nebraska. Gain exclusive insight into groundbreaking research on the remarkable opportunity presented by the Ohio Transfer of Wealth in this recording.

A collection of listserv responses on best practices with non-endowed DAFs (donor advised funds), including fees and the minimum to start the fund.

This resource provides a comparative overview for philanthropists considering various giving options. It covers direct contributions, community foundation-based funds, donor-advised funds, starting a foundation, as well as frequently asked questions about making contributions and options for estate and planned giving.

At the 2024 Philanthropy Ohio Community Foundation Leaders gathering, attendees wanted to know more about fee structures for funds held by Ohio community foundations. Philanthropy Ohio launched a very short survey to provide members with this information and research, and the results can be downloaded from the Excel link.

This community foundation listserv query gathers information about the use of flow-through or pass-through scholarships in a similar fashion to ones used for a special community project.

Discover answers to your frequently asked questions involved in managing component funds and fund agreements over time in this webinar recording.

Read answers from the community foundation listserv to the question: for foundations that use a percent of moving average computation to determine spending (e.g., 12 trailing quarters), how do you handle funds that are newer than 12 quarters?