Performance Reviews
This page contains resources, best practices, and performance review templates.
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This page contains resources, best practices, and performance review templates.
In this webinar you will learn about tricky estate plans and information on how to deal with difficult wills and trusts. It will also feature best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.
This webinar will help you think through your approach to strategic planning.
Learn about FSG's Being the Change report which outlines 12 ways foundations are transforming themselves to transform impact.
Learn how to implement a Talent Retention Program in your community to incentivize college-educated youth to return home after obtaining a college degree.
In this webinar you will learn the key elements of the Financial Accounting Standards Board (FASB) guidelines and how these changes will affect your foundation’s reporting practices.
This webinar will walk you through the process of hiring an investment manager.
Hear from community foundations who have recently transitioned to different software packages and how they feel about their decisions.
This webinar will allow you to gain insight into the process of working with an insurance broker and how to prepare for meetings with them; familiarity with the cyber insurance purchasing process; and an understanding of the role of insurance in managing cyber risk.
This webinar addresses the language gap between foundation staff and their accounting professionals while also providing a simplified look at accounting.
Learn about the Sustainability Costing Tool developed to help community foundations analyze the profitability of products and services they provide to drive sustainability.
This webinar will help guide you on managing and interacting with your investment committee.
Indiana Philanthropy Alliance, Council of Michigan Foundations and Philanthropy Ohio are pleased to provide you the Sustainability Costing Tool. It is our hope that community foundations will use this tool to generate data that will empower them to develop a path toward sustainability
Learn what your peers are doing to recruit and maintain high-functioning boards.
This webinar focuses on human resource functions and the role finance staff play.
This material is from the 2018 GIFT events and programs.
This webinar is designed to provide participants with an understanding of the key issues, proposals, and players for donor advised funds - the fastest growing giving vehicle in the country.
This webinar examines IT must-haves and must-dos, including the minimum requirements and additional security procedures community foundations should have in place.
This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time, and provide guidance on how to change a fund.
This webinar shares best practices and processes to pass National Standards.