Donor Fund Upon Death Listserv Query
This listserv query shares feedback from community foundations on their policies for donor advised funds created upon death.
An agreement between the foundation and donor about how donations will be invested and used
This listserv query shares feedback from community foundations on their policies for donor advised funds created upon death.
This community foundation listserv query gathers information about the legal or PR pitfalls with starting a Pay-to-Play Scholarship fund for student activities.
This community foundation listserv query gathers information about the best process to use to terminate a scholarship fund.
This community foundation listserv query gathers information about the minimum balances needed to start a new fund.
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?