Legal Matters for Community Foundations
June 28, 2018
8:00 am - 4:00 pm
Led by Suzanne Friday, Counsel for the Council on Foundations and Brad Ward, Director of Community Philanthropy, this workshop is flexibly organized to ensure that your broad legal questions for administering funds, grants, and community foundation activities are addressed. Suzanne will provide technical and practical understanding of complex rules and regulations, while Brad will deliver on the most pressing issues and topics in the community foundation field.
Throughout the day, sessions will be curated with the help of insight gleaned from the Council's top-notch legal team that interacts with nearly 2,000 foundation leaders each year, as well as trends spotted by our broader team, including the National Standards for U.S. Community Foundations, a supporting organization of the Council.
With each session, there will be time for questions and a deep exploration of the answers. This workshop is open to any board or staff member from any community foundation that is eager to dive into the legalities of our business model and unlocking the truth to effective management and leadership of a community foundation.
On Wednesday, June 27 from 5-7 p.m., the Greater Milwaukee Foundation is sponsoring appetizers and a round of drinks at Motor Restaurant, located on the grounds of the iconic Harley Davidson Museum. This is a great opportunity to expand your circle of colleagues within the philanthropic community before the workshop begins. Seating is limited. We hope to see you there!
Specific topics will be defined in advance of the workshop as attendees begin to submit ideas, pressing issues, and assist with the defining of sessions. This event is designed to be time sensitive and relevant to current issues. The format will be discussion-oriented, question and answer-based learning.
9:00-10:00 a.m.—Registration and Networking
10:00-10:30 a.m.—General Overview of New Rules and Developments for Community Foundations
Suzanne will discuss any new rules or regulations that have become effective this year, as well as some of the new tax regulations from Congress and how these may affect community foundations.
10:30-11:45 a.m. — Session 1
Deep dive into pressing topics and issues identified by attendees. For example, past topics have included DAFs, scholarships, giving circles, and agency funds.
12:00-1:00 p.m.—Working Lunch with Q&A
1:15-2:30 p.m.—Session 2
Deep dive into pressing topics and issues identified by attendees. For example, past topics have included fund type, administration fees, corporate donors, and grantmaking in economic development.
2:45-3:30 p.m.—Session 3
Community foundation pot pourri. Issues can range from specific topics to staff and administrative, technical or general, and board governance. Attendees will help shape the agenda on topics to explore and issues to address.
3:30-4:00 p.m.—Wrap up and General Q&A
Venue: Greater Milwaukee Foundation
Venue Phone: 414-272-5805Address: