Join the Council’s Legal Resources team for an overview of fund types commonly held by community foundations. This workshop will explore how community foundations structure and manage component funds, including agency funds, designated funds, field of interest funds, and scholarship funds. Participants will learn about legal ownership, board control, variance power, and material restrictions as they relate to component funds This workshop will also address three common geographic-affiliate models and will highlight key operational and governance considerations.
Topics Include:
• Component-fund requirements and material restrictions
• Agency-fund structure, ownership, and distribution issues
• Geographic-affiliate models and legal structures
• Governance, fundraising, fees, and other administrative issues.
Group Rate
Trainings are designed to be taken individually at a personal workstation, not in a group setting. Registration rates are per person. Group rates are for Council Members that send 5+ people from one organization, each person must be registered individually to attend. Email educate@cof.org to register a group.
Cancellation Policy
All registration cancellations must be submitted in writing to educate@cof.org. All cancellation refunds before May 23, will incur a 25% administrative fee per registration. No refunds will be provided after May 23, 2027.