Club Foundations:
Have One? Staying in Compliance
Want One? Understanding What You're Getting Into

Rotary club foundations receive more donations when people know the funds collected are being handled properly. This webinar will review the responsibilities and best practices for managing a club foundation. Topics include:

  • Options for structuring the charitable works of a Rotary club
  • Receipting gifts, including required disclosures
  • Federal and State requirements
  • Anticipating common problems

The presenter is Barry VanderKelen. Barry has more than 30 years of working with nonprofits and helping them comply with local, state and federal laws. He is president of Central Coast Trust, a trust administration and trust services company in San Luis Obispo. He is also an adjunct professor of Management at Cal Poly San Luis Obispo. He has a PhD from UCLA and in 2009 was named a Fellow of the Center for Social Innovation at the Stanford Graduate School of Business. He currently chairs the Rotary District 5240 Charitable Foundation as well as Rotary Club of San Luis Obispo Charities, Inc. Barry is a member of the Rotary Club of San Luis Obispo.