Resources You Can Use
Legal Question of the Month with Staff Counsel Remy Barnwell
Question: Could you tell me the current variance language you are suggesting for charitable fund agreements?
Answer: The appropriate language comes from Treasury Regulation 1.170A-9(f)(11)(v)(B)(1) which gives a community foundation’s board the power:
“To modify any restriction or condition on the distribution of funds for any specified charitable purposes or to specified organizations if in the sole judgement of the governing body…such restriction or condition becomes, in effect, unnecessary, incapable of fulfillment, or inconsistent with the charitable needs of the community or area served[.]”
Council members are able to send their questions to our legal team for expert advice and analysis. You can take advantage of this member benefit by becoming a member today.
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CF Insights Highlight
New benefit for Plus Members: Online exchange access
We've created a dedicated space on our Philanthropy Exchange peer forum for community foundations to discuss topics related to the community foundation business model and CF Insights benchmarking data as a new benefit for those with an active Plus Membership. Ask questions to dig deeper into how the makeup and performance of peer operating models can inform changes to your own, share how you’ve leveraged the CF Insights tool to inform any shifts in your community foundation’s operations, and more.
If your foundation has an active Plus Membership, email cfinsights@cof.org to gain access to the new community, or sign up to access the CF Insights benchmarking platform and we will auto-enroll you. If you’re interested in learning more about Plus Membership or CF Insights, visit cof.org/cfinsights, or email cfinsights@cof.org to set up a call to learn more and receive a demo of the benchmarking tool.
Now Open: 2025 Grantmaker Salary and Benefits Survey
The 2025 Grantmaker Salary and Benefits (GSB) Survey is open! We need your participation to ensure the GSB Report remains the most comprehensive guide to compensation and benefits information for philanthropic organizations in the U.S. Plus, participants receive early access to GSB data and a free copy of the report in the fall.
Join hundreds of fellow community foundations in supporting our sector by taking the survey.
ICYMI: Leading Locally Plenary Sessions Announced
Our Leading Locally 2025 plenary sessions will tell an inspiring story of our places and what makes them thrive: our people, our civic institutions, and our dreams for the future. In addition to the four plenary sessions, Leading Locally will offer peer-led sessions to build your skills and valuable connection with folks navigating today's unprecedented challenges.
Check out plenary themes and speakers and register for Leading Locally.
NEW: HR Philanthropy Collaborative
We're launching a new monthly peer circle for human resources leaders at foundations across the country! The group will build meaningful relationships, share resources, and provide a consistent opportunity to engage in collaborative troubleshooting in a trusted environment.
Join us for our first session in April where we'll be focusing on recent executive orders around diversity, equity, and inclusion.
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