Date

January 20, 2022

Time

1:00 pm ET

 — 2:00 pm ET

Join CFC and the experts at Miller Thomson LLP for a practical session on the regulations and operations of fund establishment.

What is a fund agreement?

  • It provides clarification of the roles, responsibilities, and expectations of both the foundation and the donor.
  • It honours donor philanthropic interests.
  • It ensures that the charitable gift is used to further the mission and charitable objects of the foundation.
  • Aligns the gift-making process with legal, fiduciary regulations, and foundation policies.

There are many questions that foundations have including, what considerations should be taken into account when creating an agreement? How can we amend an existing fund agreement and what are the limitations?  How will possible changes to the disbursement quota impact fund agreements?

Join the team from Miller Thomson LLP as we dive deeper into these questions and much more. 

This webinar is designed for community foundations only.