Important Documents
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Outlines the policies, procedures, and guidelines governing how CenDel Foundation funds are established, managed, invested, and distributed in compliance with IRS regulations and donor intent.
Outlines the principles, objectives, risk tolerance, asset allocation guidelines, and fiduciary responsibilities governing how the CenDel's investment assets are managed, monitored, and evaluated in alignment with its mission and applicable laws.
Defines the criteria, procedures, and conditions under which CenDel accepts charitable gifts, including cash, securities, real estate, personal property, and planned gifts, to ensure alignment with the Foundation’s mission, legal requirements, and fiduciary responsibilities.
Outlines the requirements, procedures, approvals, and responsibilities for individuals or groups conducting fundraising activities on behalf of the CenDel, ensuring all events align with the Foundation’s mission, legal obligations, and financial stewardship standards.
Explains what endowment funds are, how they work, the types of endowment funds available through the CenDel Foundation, and the benefits of establishing an endowment to create a lasting charitable legacy.
Outlines the administrative and investment management fees applied to CenDel Foundation funds, including minimum fund balances, fee tiers by asset size, and the services covered by those fees.
This document explains what donor-advised funds are, how they work, the tax and giving benefits they offer, and how individuals and families can establish and manage a donor-advised fund through the CenDel Foundation.